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 3,958 institutions that hold shares in the stock, with a total of 815 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 |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
118,064
shares
|
$75.1 Million
7.84% of portfolio
|
Q1 2025
Reduced 95.38%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
117,636
shares
|
$74.9 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
117,097
shares
|
$74.5 Million
7.35% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
117,089
shares
|
$74.5 Million
0.03% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
116,751
shares
|
$74.3 Million
13.46% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
116,582
shares
|
$74.2 Million
4.94% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
116,201
shares
|
$74 Million
17.34% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
115,665
shares
|
$73.6 Million
15.21% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
115,512
shares
|
$73.5 Million
14.68% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
115,319
shares
|
$73.4 Million
10.34% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
114,699
shares
|
$73 Million
6.56% of portfolio
|
Q3 2022
Reduced 20.67%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
114,619
shares
|
$72.9 Million
13.65% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
112,729
shares
|
$71.7 Million
3.63% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
111,795
shares
|
$71.1 Million
2.86% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
111,733
shares
|
$71.1 Million
11.71% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
111,172
shares
|
$70.8 Million
6.88% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Alaska Permanent Capital Management
|
May 01, 2025 Q1 2025 |
110,635
shares
|
$70.4 Million
5.24% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
110,380
shares
|
$70.2 Million
4.47% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
110,201
shares
|
$70.1 Million
4.69% of portfolio
|
Q2 2025
Added 46.38%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
110,157
shares
|
$70.1 Million
34.48% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
110,102
shares
|
$70.1 Million
2.21% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
109,204
shares
|
$69.5 Million
7.21% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
109,024
shares
|
$69.4 Million
0.95% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
108,572
shares
|
$69.1 Million
5.9% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
108,508
shares
|
$69.1 Million
12.61% of portfolio
|
Q1 2025
Added 6.81%
|