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 |
|---|---|---|---|---|---|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
681
shares
|
$433,395
0.34% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
679
shares
|
$432,122
0.06% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
679
shares
|
$432,122
0.06% of portfolio
|
Q1 2025
Added 18.71%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
679
shares
|
$432,122
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
678
shares
|
$431,485
0.17% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
675
shares
|
$429,576
0.14% of portfolio
|
Q1 2025
Reduced 21.33%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
675
shares
|
$429,576
0.19% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
674
shares
|
$428,940
0.03% of portfolio
|
Q1 2025
Reduced 22.88%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
674
shares
|
$428,940
0.22% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
673
shares
|
$428,303
0.14% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
671
shares
|
$427,031
0.07% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
669
shares
|
$425,758
0.12% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
666
shares
|
$423,849
0.18% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
665
shares
|
$423,212
0.3% of portfolio
|
Q1 2025
Added 30.39%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
662
shares
|
$421,303
0.15% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
May 07, 2025 Q1 2025 |
660
shares
|
$420,030
0.53% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
658
shares
|
$418,757
0.25% of portfolio
|
Q1 2025
Added 31.08%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
657
shares
|
$418,121
0.15% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
655
shares
|
$416,848
0.15% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
655
shares
|
$416,848
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
653
shares
|
$415,575
0.17% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
650
shares
|
$413,666
0.07% of portfolio
|
Q1 2025
Added 26.21%
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
645
shares
|
$410,484
0.01% of portfolio
|
Q1 2025
Reduced 43.67%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
645
shares
|
$410,484
0.34% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
642
shares
|
$408,575
0.54% of portfolio
|
Q4 2021
New holding
|