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 3,920 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 $485 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
222
shares
|
$131,077
0.03% of portfolio
|
Q1 2025
Reduced 36.57%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
220
shares
|
$129,896
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
215
shares
|
$126,944
0.07% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
215
shares
|
$126,944
0.06% of portfolio
|
Q1 2025
Added 21.47%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
214
shares
|
$126,354
0.03% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
212
shares
|
$125,173
0.08% of portfolio
|
Q1 2025
Reduced 83.31%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
210
shares
|
$123,992
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
209
shares
|
$123,401
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
209
shares
|
$123,401
0.11% of portfolio
|
Q1 2025
Added 309.8%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
206
shares
|
$121,630
0.09% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
199
shares
|
$117,497
0.05% of portfolio
|
Q3 2022
Reduced 20.4%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
197
shares
|
$116,316
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
196
shares
|
$115,726
0.04% of portfolio
|
Q1 2025
Added 59.35%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
196
shares
|
$115,726
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
191
shares
|
$112,774
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
188
shares
|
$111,002
0.02% of portfolio
|
Q1 2024
Reduced 65.12%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
188
shares
|
$111,002
0.02% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
180
shares
|
$106,279
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
176
shares
|
$103,917
0.04% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
174
shares
|
$102,736
0.02% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
171
shares
|
$100,965
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
170
shares
|
$100,374
0.06% of portfolio
|
Q1 2025
Reduced 55.96%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
166
shares
|
$98,013
0.06% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
166
shares
|
$98,013
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
May 14, 2025 Q1 2025 |
159
shares
|
$93,879
0.06% of portfolio
|
Q4 2024
Reduced 19.29%
|