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 |
|---|---|---|---|---|---|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
908
shares
|
$577,860
0.22% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
908
shares
|
$577,860
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
907
shares
|
$577,223
0.0% of portfolio
|
Q1 2025
Reduced 24.1%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
903
shares
|
$574,678
0.06% of portfolio
|
Q4 2024
Added 58.14%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
900
shares
|
$572,769
0.39% of portfolio
|
Q4 2022
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
900
shares
|
$572,769
0.06% of portfolio
|
Q1 2025
Reduced 32.13%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
898
shares
|
$571,496
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
898
shares
|
$571,496
0.11% of portfolio
|
Q3 2022
Reduced 18.44%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
897
shares
|
$570,859
0.12% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
895
shares
|
$569,586
0.19% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
894
shares
|
$568,950
0.03% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
894
shares
|
$568,950
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
892
shares
|
$567,677
0.19% of portfolio
|
Q1 2025
Reduced 44.39%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
892
shares
|
$567,677
0.5% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
892
shares
|
$567,677
0.44% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
889
shares
|
$565,768
0.12% of portfolio
|
Q2 2024
Added 33.68%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
888
shares
|
$565,132
0.3% of portfolio
|
Q3 2024
Added 27.22%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
888
shares
|
$565,132
0.13% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
888
shares
|
$565,132
0.13% of portfolio
|
Q2 2025
Reduced 39.41%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
888
shares
|
$565,132
0.38% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
887
shares
|
$564,495
0.14% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
887
shares
|
$564,495
0.27% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
886
shares
|
$563,859
0.29% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
884
shares
|
$562,586
0.03% of portfolio
|
Q3 2023
Reduced 1.56%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
882
shares
|
$561,313
0.16% of portfolio
|
Q2 2025
Reduced 8.79%
|