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 |
|---|---|---|---|---|---|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
985
shares
|
$626,863
0.16% of portfolio
|
Q4 2024
Reduced 90.34%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
985
shares
|
$626,863
0.38% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
983
shares
|
$625,591
0.22% of portfolio
|
Q2 2025
Reduced 31.11%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
982
shares
|
$624,954
0.04% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
982
shares
|
$624,954
0.11% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
981
shares
|
$624,318
0.5% of portfolio
|
Q1 2025
Reduced 35.84%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
980
shares
|
$623,681
0.3% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
978
shares
|
$622,408
0.23% of portfolio
|
Q1 2025
Added 113.54%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
972
shares
|
$618,590
0.47% of portfolio
|
Q2 2025
Added 38.26%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
967
shares
|
$615,408
0.01% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
967
shares
|
$615,408
0.4% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
966
shares
|
$614,772
0.02% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
966
shares
|
$614,772
0.14% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
961
shares
|
$611,590
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Bip Alliance, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
961
shares
|
$611,590
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
958
shares
|
$609,680
0.18% of portfolio
|
Q2 2025
Reduced 34.83%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
948
shares
|
$603,316
0.1% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
947
shares
|
$602,680
0.13% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
947
shares
|
$602,680
0.1% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
946
shares
|
$602,043
0.15% of portfolio
|
Q1 2025
Added 26.47%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
945
shares
|
$601,407
0.01% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
944
shares
|
$600,771
0.18% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
943
shares
|
$600,134
0.15% of portfolio
|
Q1 2025
Reduced 19.33%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
941
shares
|
$598,861
0.22% of portfolio
|
Q1 2025
Reduced 26.83%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
941
shares
|
$598,861
0.47% of portfolio
|
Q2 2024
Reduced 5.33%
|