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 |
|---|---|---|---|---|---|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
400
shares
|
$254,564
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
399
shares
|
$253,927
0.0% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
399
shares
|
$253,927
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
399
shares
|
$253,927
0.07% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
399
shares
|
$253,927
0.52% of portfolio
|
Q3 2024
Added 167.79%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
398
shares
|
$253,291
0.21% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
398
shares
|
$253,291
0.12% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
397
shares
|
$252,654
0.09% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
397
shares
|
$252,654
0.18% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
395
shares
|
$251,381
0.08% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
395
shares
|
$251,381
0.0% of portfolio
|
Q1 2025
Reduced 35.25%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
395
shares
|
$251,381
0.27% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
393
shares
|
$250,109
0.07% of portfolio
|
Q1 2025
Reduced 28.15%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
393
shares
|
$250,109
0.11% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
392
shares
|
$249,472
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
390
shares
|
$248,199
0.11% of portfolio
|
Q1 2022
Added 0.26%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
388
shares
|
$246,927
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
388
shares
|
$246,927
0.13% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
626 Financial, LLC
|
Jul 23, 2025 Q2 2025 |
387
shares
|
$246,290
0.13% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
387
shares
|
$246,290
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
387
shares
|
$246,290
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
386
shares
|
$245,654
0.34% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
384
shares
|
$244,381
0.02% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
382
shares
|
$243,108
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
382
shares
|
$243,108
0.15% of portfolio
|
Q1 2024
Reduced 9.48%
|