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 3,961 institutions that hold shares in the stock, with a total of 814 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 |
|---|---|---|---|---|---|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
709
shares
|
$451,214
0.18% of portfolio
|
Q2 2024
Reduced 17.35%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
707
shares
|
$449,941
0.18% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
706
shares
|
$449,305
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
705
shares
|
$448,669
0.24% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
703
shares
|
$447,396
0.07% of portfolio
|
Q4 2021
Reduced 74.14%
|
|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
700
shares
|
$445,487
0.13% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
699
shares
|
$444,850
0.21% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Apr 17, 2025 Q1 2025 |
697
shares
|
$443,577
0.21% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
696
shares
|
$442,941
0.29% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
695
shares
|
$442,304
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
694
shares
|
$441,668
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
693
shares
|
$441,032
0.08% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
693
shares
|
$441,032
0.06% of portfolio
|
Q2 2025
Reduced 36.31%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
691
shares
|
$439,759
0.27% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
690
shares
|
$439,122
0.02% of portfolio
|
Q1 2025
Reduced 30.44%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
690
shares
|
$439,122
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
688
shares
|
$437,850
0.03% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
687
shares
|
$437,213
0.27% of portfolio
|
Q1 2025
Reduced 27.76%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
686
shares
|
$436,577
0.11% of portfolio
|
Q1 2024
Reduced 57.34%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
685
shares
|
$435,940
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
685
shares
|
$435,940
0.18% of portfolio
|
Q3 2022
Added 4.1%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
684
shares
|
$435,304
0.14% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
684
shares
|
$435,304
0.02% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
683
shares
|
$434,668
0.02% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
682
shares
|
$434,031
0.57% of portfolio
|
Q1 2025
Reduced 5.41%
|