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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
882
shares
|
$557,194
0.16% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
881
shares
|
$556,562
0.01% of portfolio
|
Q1 2025
Reduced 43.89%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
880
shares
|
$555,931
0.09% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
879
shares
|
$555,299
0.04% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
875
shares
|
$552,772
0.13% of portfolio
|
Q2 2025
Reduced 29.78%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
875
shares
|
$552,772
0.16% of portfolio
|
Q1 2020
Reduced 27.08%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
875
shares
|
$552,772
0.14% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
875
shares
|
$552,772
0.39% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
873
shares
|
$551,509
0.11% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
873
shares
|
$551,509
0.2% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
873
shares
|
$551,509
0.17% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
871
shares
|
$550,245
0.24% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
870
shares
|
$549,613
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
869
shares
|
$548,982
0.25% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
866
shares
|
$547,086
0.39% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Jul 10, 2025 Q2 2025 |
864
shares
|
$545,823
0.45% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
864
shares
|
$545,823
0.33% of portfolio
|
Q1 2025
Added 24.32%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
863
shares
|
$545,191
0.15% of portfolio
|
Q2 2025
Added 52.47%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
861
shares
|
$543,928
0.09% of portfolio
|
Q2 2025
Reduced 61.34%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
860
shares
|
$543,296
0.14% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
860
shares
|
$543,296
0.11% of portfolio
|
Q1 2025
Added 1078.08%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
854
shares
|
$539,505
0.11% of portfolio
|
Q4 2024
Reduced 37.21%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
853
shares
|
$538,874
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
850
shares
|
$536,979
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
849
shares
|
$536,347
0.1% of portfolio
|
Q1 2025
Added 2.29%
|