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 3,961 institutions that hold shares in the stock, with a total of 814 Million shares, which have been reported (via 13F filing form) to have a value of $518 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
1,143
shares
|
$727,416
0.39% of portfolio
|
Q1 2025
Added 132.32%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
1,142
shares
|
$726,780
0.15% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,139
shares
|
$724,870
0.11% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
1,137
shares
|
$723,598
0.12% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
1,137
shares
|
$723,598
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,134
shares
|
$721,688
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
1,133
shares
|
$721,052
0.17% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
1,132
shares
|
$720,416
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Dash Acquisitions Inc.
|
May 14, 2025 Q1 2025 |
1,131
shares
|
$719,779
0.15% of portfolio
|
Q1 2025
Added 14.13%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
1,129
shares
|
$718,506
0.44% of portfolio
|
Q2 2022
Reduced 94.13%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,129
shares
|
$718,506
0.07% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
1,124
shares
|
$715,324
0.02% of portfolio
|
Q1 2025
Reduced 66.16%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
1,122
shares
|
$714,052
0.28% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
1,121
shares
|
$713,415
0.05% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Glenorchy Capital LTD
Boorolite, C3 |
May 13, 2025 Q1 2025 |
1,118
shares
|
$711,506
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
1,117
shares
|
$710,869
0.17% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
1,116
shares
|
$710,233
0.02% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
1,113
shares
|
$708,324
0.06% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,113
shares
|
$708,324
0.21% of portfolio
|
Q1 2025
Added 47.42%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
1,110
shares
|
$706,415
0.75% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,109
shares
|
$705,778
0.2% of portfolio
|
Q2 2025
Added 32.81%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,109
shares
|
$705,778
0.26% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,107
shares
|
$704,505
0.47% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,107
shares
|
$704,505
0.37% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
1,106
shares
|
$703,869
0.43% of portfolio
|
Q1 2025
Reduced 5.15%
|