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 |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,998
shares
|
$1.32 Million
0.39% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
1,995
shares
|
$1.32 Million
0.16% of portfolio
|
Q2 2025
Reduced 25.73%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
1,988
shares
|
$1.31 Million
0.4% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
1,983
shares
|
$1.31 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
1,978
shares
|
$1.31 Million
0.25% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
1,972
shares
|
$1.3 Million
0.29% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,972
shares
|
$1.3 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
1,971
shares
|
$1.3 Million
0.69% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
1,967
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.88%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
1,967
shares
|
$1.3 Million
1.0% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Jul 30, 2025 Q2 2025 |
1,966
shares
|
$1.3 Million
0.59% of portfolio
|
Q4 2022
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
1,965
shares
|
$1.3 Million
0.38% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
1,961
shares
|
$1.3 Million
0.61% of portfolio
|
Q2 2025
Added 55.51%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,950
shares
|
$1.29 Million
0.24% of portfolio
|
Q2 2025
Reduced 24.18%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
1,943
shares
|
$1.28 Million
0.25% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
1,942
shares
|
$1.28 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
1,942
shares
|
$1.28 Million
0.56% of portfolio
|
Q2 2025
Reduced 40.56%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,941
shares
|
$1.28 Million
0.71% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
1,935
shares
|
$1.28 Million
0.82% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
1,931
shares
|
$1.28 Million
0.44% of portfolio
|
Q2 2025
Reduced 16.7%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
1,924
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,919
shares
|
$1.27 Million
0.7% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
1,916
shares
|
$1.27 Million
0.45% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
1,912
shares
|
$1.26 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
1,911
shares
|
$1.26 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.91%
|