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 |
|---|---|---|---|---|---|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
1,904
shares
|
$1.26 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
1,904
shares
|
$1.26 Million
0.79% of portfolio
|
Q1 2024
Added 5.78%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
1,902
shares
|
$1.26 Million
0.06% of portfolio
|
Q2 2025
Added 28.17%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,897
shares
|
$1.25 Million
0.23% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
1,893
shares
|
$1.25 Million
0.38% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
1,885
shares
|
$1.25 Million
0.45% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Morangie Management LLC
New York, NY |
Jul 16, 2025 Q2 2025 |
1,882
shares
|
$1.24 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,881
shares
|
$1.24 Million
0.26% of portfolio
|
Q2 2024
Added 4.1%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,877
shares
|
$1.24 Million
0.06% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
1,874
shares
|
$1.24 Million
0.35% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
1,869
shares
|
$1.23 Million
0.25% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,868
shares
|
$1.23 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,865
shares
|
$1.23 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
1,863
shares
|
$1.23 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Cortland Associates Inc
|
Jul 23, 2025 Q2 2025 |
1,860
shares
|
$1.23 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
1,860
shares
|
$1.23 Million
0.14% of portfolio
|
Q2 2025
Added 14.6%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
1,859
shares
|
$1.23 Million
0.12% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
1,858
shares
|
$1.23 Million
1.06% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Penney Financial, LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
1,854
shares
|
$1.22 Million
0.59% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
1,853
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,852
shares
|
$1.22 Million
1.4% of portfolio
|
Q2 2025
Reduced 25.35%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
1,850
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,849
shares
|
$1.22 Million
0.5% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
1,847
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
1,843
shares
|
$1.22 Million
0.49% of portfolio
|
Q2 2025
Reduced 17.65%
|