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 |
|---|---|---|---|---|---|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
2,083
shares
|
$1.38 Million
0.16% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Vista Finance, LLC
|
Jul 29, 2025 Q2 2025 |
2,083
shares
|
$1.38 Million
1.4% of portfolio
|
Q2 2025
Reduced 24.47%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
2,083
shares
|
$1.38 Million
0.6% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
2,079
shares
|
$1.37 Million
0.12% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
2,076
shares
|
$1.37 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
2,076
shares
|
$1.37 Million
0.52% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,076
shares
|
$1.37 Million
0.39% of portfolio
|
Q2 2025
Added 19.93%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
2,070
shares
|
$1.37 Million
0.74% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
2,065
shares
|
$1.36 Million
0.18% of portfolio
|
Q2 2025
Reduced 82.13%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
2,065
shares
|
$1.36 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
2,062
shares
|
$1.36 Million
0.76% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,057
shares
|
$1.36 Million
0.24% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
2,057
shares
|
$1.36 Million
0.41% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Aug 13, 2025 Q2 2025 |
2,054
shares
|
$1.36 Million
0.89% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,051
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2024
Reduced 98.95%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,041
shares
|
$1.35 Million
0.97% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
2,039
shares
|
$1.35 Million
0.83% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
2,033
shares
|
$1.34 Million
0.97% of portfolio
|
Q3 2022
Reduced 0.1%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
2,031
shares
|
$1.34 Million
0.43% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
2,029
shares
|
$1.34 Million
12.26% of portfolio
|
Q4 2023
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,019
shares
|
$1.33 Million
0.61% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
2,017
shares
|
$1.33 Million
0.74% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
2,008
shares
|
$1.33 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
2,002
shares
|
$1.32 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
2,000
shares
|
$1.32 Million
0.51% of portfolio
|
Q3 2024
Reduced 16.84%
|