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 3,955 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 $515 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,022
shares
|
$650,411
0.15% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
1,022
shares
|
$650,411
0.49% of portfolio
|
Q1 2025
Reduced 93.15%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
1,020
shares
|
$649,138
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,020
shares
|
$649,138
0.44% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
1,015
shares
|
$645,956
0.02% of portfolio
|
Q4 2024
Added 21.12%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
1,015
shares
|
$645,956
0.12% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
1,014
shares
|
$645,319
0.4% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
1,010
shares
|
$642,774
0.3% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
1,007
shares
|
$640,864
0.02% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,007
shares
|
$640,864
0.21% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,004
shares
|
$638,955
0.65% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,003
shares
|
$638,319
0.07% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,003
shares
|
$638,319
0.34% of portfolio
|
Q1 2025
Reduced 20.59%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
1,003
shares
|
$638,319
0.2% of portfolio
|
Q2 2025
Reduced 33.4%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
1,003
shares
|
$638,319
0.15% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
1,001
shares
|
$637,046
0.18% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
997
shares
|
$634,500
0.19% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
996
shares
|
$633,864
0.08% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
995
shares
|
$633,227
0.52% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
993
shares
|
$631,955
0.28% of portfolio
|
Q2 2025
Added 59.65%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
993
shares
|
$631,955
0.48% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
992
shares
|
$631,318
0.16% of portfolio
|
Q2 2025
Added 101.63%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
988
shares
|
$628,773
0.28% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
987
shares
|
$628,136
0.11% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
986
shares
|
$627,500
0.44% of portfolio
|
Q3 2022
New holding
|