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 |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
98,554
shares
|
$62.7 Million
9.88% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
98,528
shares
|
$62.7 Million
19.18% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
98,359
shares
|
$62.6 Million
4.64% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,786
shares
|
$62.2 Million
1.51% of portfolio
|
Q3 2022
Added 20.91%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
97,516
shares
|
$62.1 Million
9.13% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
97,144
shares
|
$61.8 Million
6.83% of portfolio
|
Q1 2025
Reduced 20.85%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
97,124
shares
|
$61.8 Million
5.27% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
97,093
shares
|
$61.8 Million
16.47% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
96,928
shares
|
$61.7 Million
12.3% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
96,879
shares
|
$61.7 Million
18.7% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
96,772
shares
|
$61.6 Million
0.62% of portfolio
|
Q3 2023
Reduced 0.92%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
96,608
shares
|
$61.5 Million
10.73% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
96,495
shares
|
$61.4 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
96,410
shares
|
$61.4 Million
30.58% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
95,961
shares
|
$61.1 Million
11.86% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
95,649
shares
|
$60.9 Million
2.16% of portfolio
|
Q1 2025
Added 56.65%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
95,544
shares
|
$60.8 Million
17.74% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
95,433
shares
|
$60.7 Million
7.44% of portfolio
|
Q3 2022
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
95,398
shares
|
$60.7 Million
7.71% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
95,257
shares
|
$60.6 Million
21.71% of portfolio
|
Q1 2025
Reduced 41.02%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
95,244
shares
|
$60.6 Million
36.68% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
94,850
shares
|
$60.4 Million
1.92% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
94,644
shares
|
$60.2 Million
2.41% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
93,872
shares
|
$59.7 Million
17.0% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
93,571
shares
|
$59.5 Million
8.27% of portfolio
|
Q2 2025
Reduced 1.77%
|