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 |
|---|---|---|---|---|---|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
847
shares
|
$539,039
0.13% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sustainable Growth Advisers, LP
Stamford, CT |
May 06, 2025 Q1 2025 |
845
shares
|
$537,766
0.0% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
843
shares
|
$536,493
0.26% of portfolio
|
Q1 2024
Added 1.2%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
836
shares
|
$532,038
0.02% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
835
shares
|
$531,402
0.3% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
832
shares
|
$529,493
0.21% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
831
shares
|
$528,856
0.24% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
829
shares
|
$527,583
0.03% of portfolio
|
Q3 2024
Reduced 45.24%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
828
shares
|
$526,947
0.39% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
826
shares
|
$525,674
0.26% of portfolio
|
Q2 2025
Reduced 75.13%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
824
shares
|
$524,401
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
823
shares
|
$523,765
0.2% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
820
shares
|
$521,856
0.32% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
819
shares
|
$521,219
0.82% of portfolio
|
Q4 2022
Reduced 44.89%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
818
shares
|
$520,583
0.36% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
816
shares
|
$519,310
0.39% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
814
shares
|
$518,037
0.17% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
814
shares
|
$518,037
0.05% of portfolio
|
Q1 2025
Reduced 80.62%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
813
shares
|
$517,401
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
810
shares
|
$515,492
0.14% of portfolio
|
Q2 2023
Added 22.73%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
804
shares
|
$511,673
0.2% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
804
shares
|
$511,673
0.34% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
801
shares
|
$509,764
0.34% of portfolio
|
Q1 2025
Reduced 19.5%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
801
shares
|
$509,764
0.16% of portfolio
|
Q1 2025
Added 38.58%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
800
shares
|
$509,128
0.05% of portfolio
|
Q4 2024
Added 80.59%
|