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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
940
shares
|
$593,835
0.11% of portfolio
|
Q1 2025
Added 15.48%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
938
shares
|
$592,572
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
937
shares
|
$591,940
0.21% of portfolio
|
Q1 2023
Reduced 2.5%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
935
shares
|
$590,676
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
934
shares
|
$590,045
0.11% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jun 27, 2025 Q1 2025 |
934
shares
|
$590,045
0.43% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
931
shares
|
$588,149
0.07% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
930
shares
|
$587,518
0.05% of portfolio
|
Q1 2025
Added 25.34%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
930
shares
|
$587,518
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
930
shares
|
$587,518
0.5% of portfolio
|
Q2 2025
Reduced 34.65%
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
929
shares
|
$586,886
0.61% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
928
shares
|
$586,254
1.81% of portfolio
|
Q4 2023
Reduced 42.65%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
927
shares
|
$585,622
0.25% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
925
shares
|
$584,359
0.03% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
925
shares
|
$584,359
0.01% of portfolio
|
Q1 2025
Added 32.9%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
924
shares
|
$583,727
0.1% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
920
shares
|
$581,200
0.08% of portfolio
|
Q4 2024
Reduced 35.35%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
919
shares
|
$580,569
0.32% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
918
shares
|
$579,937
0.22% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
917
shares
|
$579,305
0.5% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
917
shares
|
$579,305
0.29% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
917
shares
|
$579,305
0.47% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
915
shares
|
$578,042
0.04% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
913
shares
|
$576,778
0.14% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
910
shares
|
$574,883
0.21% of portfolio
|
Q2 2025
Added 115.13%
|