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 |
|---|---|---|---|---|---|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
642
shares
|
$408,575
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
641
shares
|
$407,938
0.26% of portfolio
|
Q4 2024
Reduced 50.88%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
641
shares
|
$407,938
0.1% of portfolio
|
Q1 2025
Reduced 93.48%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
640
shares
|
$407,302
0.13% of portfolio
|
Q1 2025
Reduced 26.35%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
640
shares
|
$407,302
0.17% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
640
shares
|
$407,302
0.32% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
635
shares
|
$404,120
0.11% of portfolio
|
Q3 2022
Reduced 2.31%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
635
shares
|
$404,120
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
634
shares
|
$403,483
0.07% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
633
shares
|
$402,847
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
633
shares
|
$402,847
0.08% of portfolio
|
Q1 2025
Added 62.72%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
633
shares
|
$402,847
1.13% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
632
shares
|
$402,211
0.05% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
631
shares
|
$401,574
0.29% of portfolio
|
Q2 2025
Reduced 60.76%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
631
shares
|
$401,574
0.14% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
629
shares
|
$400,301
0.06% of portfolio
|
Q3 2020
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
628
shares
|
$399,665
0.06% of portfolio
|
Q1 2025
Reduced 25.86%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
628
shares
|
$399,665
0.18% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
627
shares
|
$399,029
0.07% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
627
shares
|
$399,029
0.27% of portfolio
|
Q2 2021
Reduced 6.0%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
625
shares
|
$397,756
0.17% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
622
shares
|
$395,847
0.12% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
622
shares
|
$395,847
0.19% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
621
shares
|
$395,210
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
620
shares
|
$394,574
0.34% of portfolio
|
Q1 2025
Reduced 51.56%
|