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 3,922 institutions that hold shares in the stock, with a total of 821 Million shares, which have been reported (via 13F filing form) to have a value of $486 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
673
shares
|
$398,516
0.14% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
670
shares
|
$396,740
0.06% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
665
shares
|
$393,779
0.3% of portfolio
|
Q1 2025
Added 30.39%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
662
shares
|
$392,003
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
|
$390,819
0.53% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
660
shares
|
$390,819
0.36% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
660
shares
|
$390,819
0.19% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
658
shares
|
$389,634
0.25% of portfolio
|
Q1 2025
Added 31.08%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
658
shares
|
$389,634
0.25% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
655
shares
|
$387,858
0.15% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
655
shares
|
$387,858
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
650
shares
|
$384,897
0.07% of portfolio
|
Q1 2025
Added 26.21%
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
645
shares
|
$381,936
0.01% of portfolio
|
Q1 2025
Reduced 43.67%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
645
shares
|
$381,936
0.34% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
642
shares
|
$380,160
0.54% of portfolio
|
Q4 2021
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
642
shares
|
$380,160
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
641
shares
|
$379,568
0.11% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
641
shares
|
$379,568
0.26% of portfolio
|
Q4 2024
Reduced 50.88%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
641
shares
|
$379,568
0.1% of portfolio
|
Q1 2025
Reduced 93.48%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
640
shares
|
$378,976
0.13% of portfolio
|
Q1 2025
Reduced 26.35%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
640
shares
|
$378,976
0.32% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
635
shares
|
$376,015
0.11% of portfolio
|
Q3 2022
Reduced 2.31%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
634
shares
|
$375,423
0.07% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
634
shares
|
$375,423
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
633
shares
|
$374,830
0.23% of portfolio
|
Q4 2023
New holding
|