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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
143,323
shares
|
$95.2 Million
6.68% of portfolio
|
Q2 2025
Reduced 22.3%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
142,740
shares
|
$94.8 Million
9.63% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
142,542
shares
|
$94.6 Million
0.26% of portfolio
|
Q2 2025
Reduced 23.03%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
142,156
shares
|
$94.4 Million
8.84% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
141,719
shares
|
$94.1 Million
24.02% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
141,479
shares
|
$93.9 Million
11.38% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
140,372
shares
|
$93.2 Million
10.6% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
139,195
shares
|
$92.4 Million
1.2% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
139,179
shares
|
$92.4 Million
27.38% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Progeny 3, Inc.
Seattle, WA |
Aug 14, 2025 Q2 2025 |
139,069
shares
|
$92.3 Million
5.34% of portfolio
|
Q2 2025
Added 76.55%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
138,573
shares
|
$92 Million
0.79% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
138,494
shares
|
$92 Million
6.38% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
137,423
shares
|
$91.2 Million
1.29% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
137,328
shares
|
$91.2 Million
2.04% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
Aug 14, 2025 Q2 2025 |
137,225
shares
|
$91.1 Million
90.52% of portfolio
|
Q2 2025
Reduced 40.88%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
137,130
shares
|
$91.1 Million
25.14% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
135,233
shares
|
$89.8 Million
1.8% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
135,107
shares
|
$89.7 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
134,995
shares
|
$89.6 Million
7.51% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
134,713
shares
|
$89.4 Million
13.93% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
134,478
shares
|
$89.3 Million
9.49% of portfolio
|
Q3 2022
Reduced 0.46%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
134,278
shares
|
$89.2 Million
45.33% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
133,540
shares
|
$88.7 Million
14.21% of portfolio
|
Q2 2022
Reduced 0.93%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
133,227
shares
|
$88.5 Million
23.87% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
131,982
shares
|
$87.6 Million
19.62% of portfolio
|
Q2 2025
Reduced 3.45%
|