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 |
---|---|---|---|---|---|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
82,761
shares
|
$52.7 Million
1.84% of portfolio
|
Q2 2025
Added 4.62%
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
82,127
shares
|
$52.3 Million
15.54% of portfolio
|
Q2 2025
Added 14.95%
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
81,947
shares
|
$52.2 Million
20.45% of portfolio
|
Q2 2025
Added 3.85%
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
81,526
shares
|
$51.9 Million
17.26% of portfolio
|
Q2 2025
Added 3.51%
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
81,448
shares
|
$51.8 Million
8.17% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
81,252
shares
|
$51.7 Million
3.89% of portfolio
|
Q2 2025
Added 6.06%
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
81,193
shares
|
$51.7 Million
8.62% of portfolio
|
Q1 2025
Added 86.0%
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
80,932
shares
|
$51.5 Million
4.69% of portfolio
|
Q1 2025
Added 0.27%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
80,707
shares
|
$51.4 Million
5.46% of portfolio
|
Q1 2025
Added 210.08%
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
80,545
shares
|
$51.3 Million
1.28% of portfolio
|
Q1 2025
Added 217.87%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
80,544
shares
|
$51.3 Million
2.19% of portfolio
|
Q1 2025
Added 3.38%
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
80,536
shares
|
$51.3 Million
13.34% of portfolio
|
Q1 2025
Added 1.25%
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
80,500
shares
|
$51.2 Million
18.1% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
80,294
shares
|
$51.1 Million
1.4% of portfolio
|
Q1 2025
Added 0.52%
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
80,202
shares
|
$51 Million
12.08% of portfolio
|
Q2 2025
Added 10.27%
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
80,202
shares
|
$51 Million
7.34% of portfolio
|
Q2 2025
Reduced 39.18%
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
80,201
shares
|
$51 Million
7.53% of portfolio
|
Q4 2024
Added 0.48%
|
|
Shelter Ins Retirement Plan
|
Apr 22, 2025 Q1 2025 |
80,061
shares
|
$51 Million
58.28% of portfolio
|
Q2 2024
Added 482.47%
|
|
International City Management Association Retirement Corp
Washington, DC |
Apr 09, 2025 Q1 2025 |
79,711
shares
|
$50.7 Million
25.27% of portfolio
|
Q2 2024
Added 26.5%
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
79,609
shares
|
$50.7 Million
7.81% of portfolio
|
Q3 2023
Added 449.56%
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jul 23, 2025 Q2 2025 |
79,459
shares
|
$50.6 Million
21.15% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
Goal Fusion Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
79,336
shares
|
$50.5 Million
25.34% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
79,168
shares
|
$50.4 Million
2.47% of portfolio
|
Q1 2025
Added 3.45%
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
79,148
shares
|
$50.4 Million
10.78% of portfolio
|
Q2 2025
Added 3.48%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
79,101
shares
|
$50.3 Million
1.0% of portfolio
|
Q3 2024
Added 1.26%
|