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 4,078 institutions that hold shares in the stock, with a total of 745 Million shares, which have been reported (via 13F filing form) to have a value of $495 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
345,386
shares
|
$229 Million
16.92% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
338,680
shares
|
$225 Million
1.54% of portfolio
|
Q2 2025
Reduced 51.81%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
334,900
shares
|
$222 Million
6.05% of portfolio
|
Q3 2025
Added 976.85%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
334,694
shares
|
$222 Million
29.22% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
329,338
shares
|
$219 Million
13.37% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
321,519
shares
|
$213 Million
2.83% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
318,798
shares
|
$212 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
315,252
shares
|
$209 Million
14.67% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
314,740
shares
|
$209 Million
9.18% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
314,526
shares
|
$209 Million
3.98% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
314,319
shares
|
$209 Million
2.11% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
308,031
shares
|
$205 Million
6.01% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
306,654
shares
|
$204 Million
3.35% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
306,477
shares
|
$203 Million
3.08% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
302,433
shares
|
$201 Million
13.0% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
300,558
shares
|
$200 Million
24.47% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
300,060
shares
|
$199 Million
2.18% of portfolio
|
Q2 2023
Reduced 25.76%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
297,084
shares
|
$197 Million
7.02% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
296,629
shares
|
$197 Million
4.68% of portfolio
|
Q3 2025
Added 75.03%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
293,424
shares
|
$195 Million
22.04% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
291,920
shares
|
$194 Million
1.66% of portfolio
|
Q3 2025
Reduced 44.3%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
290,019
shares
|
$193 Million
30.49% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
288,448
shares
|
$192 Million
14.11% of portfolio
|
Q3 2023
Added 28.19%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
286,044
shares
|
$190 Million
24.43% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
285,486
shares
|
$190 Million
0.39% of portfolio
|
Q2 2025
Reduced 78.01%
|