Institutional Ownership Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV). We have compiled data on the 3,442 institutions that hold shares in the stock, with a total of 687 Million shares, which have been reported (via 13F filing form) to have a value of $407 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
395
shares
|
$234,302
0.04% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
395
shares
|
$234,302
0.18% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
393
shares
|
$233,115
0.07% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Oct 24, 2024 Q3 2024 |
392
shares
|
$232,522
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
392
shares
|
$232,522
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
392
shares
|
$232,522
0.02% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
390
shares
|
$231,336
0.11% of portfolio
|
Q1 2022
Added 0.26%
|
|
|
Baskin Financial Services Inc.
|
Oct 16, 2024 Q3 2024 |
390
shares
|
$231,336
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
388
shares
|
$230,149
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
388
shares
|
$230,149
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
387
shares
|
$229,556
0.09% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
387
shares
|
$229,556
0.24% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
387
shares
|
$229,556
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
382
shares
|
$226,590
0.08% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
382
shares
|
$226,590
0.15% of portfolio
|
Q1 2024
Reduced 9.48%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
381
shares
|
$225,997
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
379
shares
|
$224,811
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
379
shares
|
$224,811
0.12% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
377
shares
|
$223,625
0.11% of portfolio
|
Q3 2024
Added 55.14%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
375
shares
|
$222,438
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
375
shares
|
$222,438
0.07% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
374
shares
|
$221,845
0.16% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
374
shares
|
$221,845
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
374
shares
|
$221,845
0.12% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
373
shares
|
$221,252
0.31% of portfolio
|
Q3 2024
Added 1.63%
|