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 4,019 institutions that hold shares in the stock, with a total of 744 Million shares, which have been reported (via 13F filing form) to have a value of $492 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
2,481
shares
|
$1.64 Million
0.38% of portfolio
|
Q2 2025
Added 66.96%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
2,480
shares
|
$1.64 Million
0.27% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
2,477
shares
|
$1.64 Million
0.66% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,477
shares
|
$1.64 Million
0.37% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
2,474
shares
|
$1.63 Million
0.25% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
2,473
shares
|
$1.63 Million
0.06% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jul 22, 2025 Q2 2025 |
2,473
shares
|
$1.63 Million
1.02% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
2,463
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
2,457
shares
|
$1.62 Million
0.87% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Aug 05, 2025 Q2 2025 |
2,447
shares
|
$1.62 Million
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
2,446
shares
|
$1.62 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
2,445
shares
|
$1.62 Million
0.25% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
2,442
shares
|
$1.61 Million
1.76% of portfolio
|
Q2 2025
Added 87.56%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
2,433
shares
|
$1.61 Million
0.67% of portfolio
|
Q2 2025
Reduced 14.57%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
2,432
shares
|
$1.61 Million
0.71% of portfolio
|
Q2 2025
Reduced 49.98%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
2,427
shares
|
$1.6 Million
0.14% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
2,420
shares
|
$1.6 Million
0.44% of portfolio
|
Q1 2025
Added 132.69%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
2,420
shares
|
$1.6 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
2,406
shares
|
$1.59 Million
1.36% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,400
shares
|
$1.59 Million
0.17% of portfolio
|
Q2 2023
Added 3.31%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
2,399
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2025
Added 51.55%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
2,399
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,397
shares
|
$1.58 Million
0.49% of portfolio
|
Q1 2023
Reduced 5.33%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Aug 27, 2025 Q2 2025 |
2,393
shares
|
$1.58 Million
0.57% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
2,391
shares
|
$1.58 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.03%
|