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 3,958 institutions that hold shares in the stock, with a total of 815 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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,061
shares
|
$675,231
0.05% of portfolio
|
Q2 2025
Added 52.44%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
1,061
shares
|
$675,231
0.24% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
1,061
shares
|
$675,231
0.06% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
1,058
shares
|
$673,321
0.59% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
1,057
shares
|
$672,685
0.41% of portfolio
|
Q2 2025
Added 193.61%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
1,056
shares
|
$672,048
0.26% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
1,054
shares
|
$670,776
0.36% of portfolio
|
Q2 2025
Added 167.51%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
1,054
shares
|
$670,776
0.09% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,053
shares
|
$670,139
0.27% of portfolio
|
Q1 2025
Added 39.47%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,049
shares
|
$667,594
0.02% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
1,049
shares
|
$667,594
0.26% of portfolio
|
Q1 2025
Reduced 30.62%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
1,046
shares
|
$665,684
0.21% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
1,045
shares
|
$665,048
0.29% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
1,045
shares
|
$665,048
0.11% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Axecap Investments, LLC
Mason, OH |
Apr 15, 2025 Q1 2025 |
1,045
shares
|
$665,048
0.5% of portfolio
|
Q1 2025
Reduced 40.18%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
1,043
shares
|
$663,775
0.12% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,041
shares
|
$662,502
0.62% of portfolio
|
Q3 2022
Reduced 4.23%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
1,041
shares
|
$662,502
0.39% of portfolio
|
Q3 2023
New holding
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
1,036
shares
|
$659,320
0.05% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,035
shares
|
$658,684
0.2% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
1,032
shares
|
$656,775
0.32% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
1,031
shares
|
$656,138
0.06% of portfolio
|
Q1 2025
Reduced 62.4%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
1,029
shares
|
$654,865
0.06% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
1,028
shares
|
$654,229
0.06% of portfolio
|
Q1 2025
Added 28.34%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
1,024
shares
|
$651,683
0.03% of portfolio
|
Q1 2025
Reduced 25.8%
|