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 |
|---|---|---|---|---|---|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
93,288
shares
|
$59.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
93,198
shares
|
$59.3 Million
4.32% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
93,094
shares
|
$59.2 Million
33.51% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
92,914
shares
|
$59.1 Million
20.86% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Parker Investment Management, LLC
|
May 01, 2025 Q1 2025 |
92,782
shares
|
$59 Million
9.32% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
92,677
shares
|
$59 Million
0.91% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
92,503
shares
|
$58.9 Million
3.18% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
92,433
shares
|
$58.8 Million
0.8% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
92,162
shares
|
$58.7 Million
1.98% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
91,669
shares
|
$58.3 Million
3.62% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
91,550
shares
|
$58.3 Million
9.86% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
91,228
shares
|
$58.1 Million
1.98% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
91,153
shares
|
$58 Million
12.01% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
89,875
shares
|
$57.2 Million
4.66% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
88,988
shares
|
$56.6 Million
14.29% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
88,916
shares
|
$56.6 Million
0.43% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
88,716
shares
|
$56.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 80.47%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
88,678
shares
|
$56.4 Million
6.24% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
88,670
shares
|
$56.4 Million
19.87% of portfolio
|
Q1 2023
Reduced 16.57%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
88,668
shares
|
$56.4 Million
28.47% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
88,566
shares
|
$56.4 Million
20.01% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
88,321
shares
|
$56.2 Million
17.8% of portfolio
|
Q1 2025
Added 8169.76%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
88,257
shares
|
$56.2 Million
6.64% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
88,095
shares
|
$56.1 Million
3.17% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
87,953
shares
|
$56 Million
2.48% of portfolio
|
Q1 2025
Reduced 1.7%
|