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 |
|---|---|---|---|---|---|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,151
shares
|
$1.42 Million
0.4% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
2,148
shares
|
$1.42 Million
0.34% of portfolio
|
Q2 2025
Added 92.3%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
2,145
shares
|
$1.42 Million
0.95% of portfolio
|
Q2 2025
Reduced 33.12%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,140
shares
|
$1.41 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,135
shares
|
$1.41 Million
0.18% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
2,134
shares
|
$1.41 Million
0.13% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
2,129
shares
|
$1.41 Million
0.66% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
2,128
shares
|
$1.41 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
2,126
shares
|
$1.4 Million
2.7% of portfolio
|
Q2 2025
Added 3696.43%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,123
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2025
Added 43.64%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,123
shares
|
$1.4 Million
0.21% of portfolio
|
Q2 2022
Reduced 21.6%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
2,120
shares
|
$1.4 Million
0.43% of portfolio
|
Q2 2025
Added 109.07%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,115
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,115
shares
|
$1.4 Million
0.39% of portfolio
|
Q2 2025
Added 64.08%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
2,108
shares
|
$1.39 Million
0.42% of portfolio
|
Q2 2024
Reduced 12.68%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
2,107
shares
|
$1.39 Million
0.51% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
2,105
shares
|
$1.39 Million
0.19% of portfolio
|
Q2 2025
Reduced 17.61%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
2,105
shares
|
$1.39 Million
0.76% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
2,105
shares
|
$1.39 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
2,103
shares
|
$1.39 Million
0.74% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
2,103
shares
|
$1.39 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
2,102
shares
|
$1.39 Million
0.45% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
2,098
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2022
Reduced 26.33%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,094
shares
|
$1.38 Million
0.56% of portfolio
|
Q2 2025
Added 190.83%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
2,085
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2025
Added 19.97%
|