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 3,955 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 $515 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
87,953
shares
|
$56 Million
2.48% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
87,870
shares
|
$55.9 Million
18.63% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
87,635
shares
|
$55.8 Million
5.87% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
87,516
shares
|
$55.7 Million
0.21% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
87,505
shares
|
$55.7 Million
0.41% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
87,334
shares
|
$55.6 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
86,989
shares
|
$55.4 Million
8.73% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
86,754
shares
|
$55.2 Million
7.24% of portfolio
|
Q1 2025
Reduced 49.75%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
86,582
shares
|
$55.1 Million
16.83% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
86,361
shares
|
$55 Million
4.0% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
86,229
shares
|
$54.9 Million
29.63% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
86,215
shares
|
$54.9 Million
20.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
86,193
shares
|
$54.9 Million
2.29% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
86,123
shares
|
$54.8 Million
56.38% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
85,682
shares
|
$54.5 Million
10.87% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
85,516
shares
|
$54.4 Million
20.0% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
85,260
shares
|
$54.3 Million
11.32% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Jun 05, 2025 Q1 2025 |
84,941
shares
|
$54.1 Million
22.98% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
84,824
shares
|
$54 Million
1.16% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
84,428
shares
|
$53.7 Million
1.17% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
84,341
shares
|
$53.7 Million
4.89% of portfolio
|
Q2 2025
Reduced 40.54%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
84,114
shares
|
$53.5 Million
8.8% of portfolio
|
Q1 2025
Reduced 25.72%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
May 15, 2025 Q1 2025 |
83,765
shares
|
$53.3 Million
5.23% of portfolio
|
Q1 2025
Added 44.82%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
82,899
shares
|
$52.8 Million
17.09% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
May 13, 2025 Q1 2025 |
82,898
shares
|
$52.8 Million
26.15% of portfolio
|
Q2 2024
Reduced 6.56%
|