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 4,078 institutions that hold shares in the stock, with a total of 745 Million shares, which have been reported (via 13F filing form) to have a value of $495 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
366
shares
|
$243,016
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
366
shares
|
$243,016
0.03% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
365
shares
|
$242,352
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
363
shares
|
$241,024
0.03% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
363
shares
|
$241,024
0.17% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
363
shares
|
$241,024
0.07% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
363
shares
|
$241,024
0.18% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
360
shares
|
$239,032
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
359
shares
|
$238,368
0.12% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
359
shares
|
$238,368
0.09% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
359
shares
|
$238,368
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
358
shares
|
$237,704
0.05% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
358
shares
|
$237,704
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
357
shares
|
$237,040
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
357
shares
|
$237,040
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
357
shares
|
$237,040
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Aug 13, 2025 Q2 2025 |
355
shares
|
$235,712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
355
shares
|
$235,712
0.1% of portfolio
|
Q3 2025
Reduced 36.04%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
354
shares
|
$235,048
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
352
shares
|
$233,720
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
352
shares
|
$233,720
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
350
shares
|
$232,393
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
349
shares
|
$231,729
0.06% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
349
shares
|
$231,729
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
347
shares
|
$230,401
0.11% of portfolio
|
Q3 2025
Added 2.36%
|