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 |
|---|---|---|---|---|---|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
800
shares
|
$509,128
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
796
shares
|
$506,582
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
May 02, 2025 Q1 2025 |
793
shares
|
$504,673
0.28% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
789
shares
|
$502,127
0.19% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
789
shares
|
$502,127
0.24% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
789
shares
|
$502,127
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
786
shares
|
$500,218
0.08% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
784
shares
|
$498,945
0.26% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
783
shares
|
$498,309
0.15% of portfolio
|
Q1 2025
Added 117.5%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
779
shares
|
$495,763
0.1% of portfolio
|
Q1 2024
Reduced 5.58%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
778
shares
|
$495,126
0.05% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
777
shares
|
$494,490
0.12% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
777
shares
|
$494,490
0.23% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
776
shares
|
$493,854
0.27% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
776
shares
|
$493,854
0.07% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
775
shares
|
$493,217
0.05% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
775
shares
|
$493,217
0.05% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
773
shares
|
$491,944
0.27% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
773
shares
|
$491,944
0.09% of portfolio
|
Q2 2025
Added 23.48%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
773
shares
|
$491,944
0.06% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
772
shares
|
$491,308
0.03% of portfolio
|
Q1 2025
Added 79.53%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
771
shares
|
$490,672
0.36% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
770
shares
|
$490,035
5.01% of portfolio
|
Q1 2024
Reduced 99.07%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
769
shares
|
$489,399
0.25% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
767
shares
|
$488,126
0.12% of portfolio
|
Q1 2025
Added 0.26%
|