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 3,922 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 $486 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
117,514
shares
|
$70.4 Million
9.66% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
117,097
shares
|
$70.1 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
|
$70.1 Million
0.03% of portfolio
|
Q1 2024
Added 14.89%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
116,966
shares
|
$70.1 Million
2.78% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
116,751
shares
|
$69.9 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
|
$69.8 Million
4.94% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
115,512
shares
|
$69.2 Million
14.68% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
115,326
shares
|
$69.1 Million
12.64% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Century Link Investment Management CO
|
Jan 17, 2023 Q4 2022 |
115,295
shares
|
$69.1 Million
100.0% of portfolio
|
Q2 2022
Reduced 42.33%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
115,273
shares
|
$69 Million
14.56% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
114,699
shares
|
$68.7 Million
6.56% of portfolio
|
Q3 2022
Reduced 20.67%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
113,907
shares
|
$68.2 Million
12.09% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
113,209
shares
|
$67.8 Million
16.34% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
112,823
shares
|
$67.6 Million
4.07% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
112,767
shares
|
$67.5 Million
11.38% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
112,745
shares
|
$67.5 Million
11.98% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
112,729
shares
|
$67.5 Million
3.63% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
112,446
shares
|
$67.3 Million
10.07% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
111,795
shares
|
$67 Million
2.86% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
111,733
shares
|
$66.9 Million
11.71% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
111,172
shares
|
$66.6 Million
6.88% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Alaska Permanent Capital Management
|
May 01, 2025 Q1 2025 |
110,635
shares
|
$66.3 Million
5.24% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
110,102
shares
|
$65.9 Million
2.21% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
109,960
shares
|
$65.9 Million
11.67% of portfolio
|
Q1 2025
Reduced 24.57%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
109,482
shares
|
$65.6 Million
37.09% of portfolio
|
Q1 2025
Reduced 0.14%
|