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 |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
745
shares
|
$474,125
0.25% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
742
shares
|
$472,216
0.11% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
741
shares
|
$471,579
0.03% of portfolio
|
Q1 2025
Reduced 27.57%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
740
shares
|
$470,943
0.25% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
740
shares
|
$470,943
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
737
shares
|
$469,034
0.26% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
736
shares
|
$468,397
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
735
shares
|
$467,761
0.29% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
May 15, 2025 Q1 2025 |
732
shares
|
$465,852
0.22% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
731
shares
|
$465,215
0.33% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
730
shares
|
$464,579
0.05% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
730
shares
|
$464,579
0.03% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
730
shares
|
$464,579
0.18% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
725
shares
|
$461,397
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
721
shares
|
$458,851
0.27% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
720
shares
|
$458,215
0.06% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
720
shares
|
$458,215
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Wills Financial Group LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
720
shares
|
$458,215
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
719
shares
|
$457,578
0.45% of portfolio
|
Q2 2025
Added 74.09%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
718
shares
|
$456,942
0.01% of portfolio
|
Q3 2021
Added 17.85%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
717
shares
|
$456,305
0.14% of portfolio
|
Q1 2023
Reduced 51.85%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
715
shares
|
$455,033
0.45% of portfolio
|
Q2 2025
Added 5400.0%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
714
shares
|
$454,396
0.22% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
713
shares
|
$453,760
0.14% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
712
shares
|
$453,123
0.12% of portfolio
|
Q4 2024
Reduced 0.14%
|