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 |
|---|---|---|---|---|---|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
108,241
shares
|
$68.9 Million
14.36% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
108,116
shares
|
$68.8 Million
17.64% of portfolio
|
Q3 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
107,628
shares
|
$68.5 Million
2.64% of portfolio
|
Q2 2025
Reduced 43.29%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
107,167
shares
|
$68.2 Million
11.7% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
107,037
shares
|
$68.1 Million
1.15% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
106,748
shares
|
$67.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
105,415
shares
|
$67.1 Million
11.8% of portfolio
|
Q2 2025
Added 25.58%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
105,287
shares
|
$67 Million
14.32% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
105,249
shares
|
$67 Million
4.3% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
105,146
shares
|
$66.9 Million
9.02% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
104,364
shares
|
$66.4 Million
3.3% of portfolio
|
Q4 2022
Reduced 11.86%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
104,340
shares
|
$66.4 Million
25.49% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
103,993
shares
|
$66.2 Million
6.42% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
103,907
shares
|
$66.1 Million
24.35% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
103,716
shares
|
$66 Million
0.16% of portfolio
|
Q1 2025
Reduced 91.31%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
103,687
shares
|
$66 Million
1.48% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
103,591
shares
|
$65.9 Million
19.09% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
103,504
shares
|
$65.9 Million
2.85% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
102,989
shares
|
$65.5 Million
1.91% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
102,933
shares
|
$65.5 Million
5.34% of portfolio
|
Q1 2025
Added 60.53%
|
|
|
26 North Partners LP
New York, NY |
May 15, 2025 Q1 2025 |
102,897
shares
|
$65.5 Million
100.0% of portfolio
|
Q1 2025
Reduced 58.73%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
102,454
shares
|
$65.2 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
101,828
shares
|
$64.8 Million
2.14% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
101,141
shares
|
$64.4 Million
24.6% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
100,251
shares
|
$63.8 Million
2.33% of portfolio
|
Q1 2025
Reduced 0.89%
|