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 |
|---|---|---|---|---|---|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
75,326
shares
|
$47.6 Million
8.05% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Riverstone Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
75,265
shares
|
$47.5 Million
25.44% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
75,057
shares
|
$47.4 Million
1.91% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
74,999
shares
|
$47.4 Million
0.99% of portfolio
|
Q4 2023
Added 4.52%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
74,992
shares
|
$47.4 Million
9.28% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
74,862
shares
|
$47.3 Million
18.44% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
74,847
shares
|
$47.3 Million
0.05% of portfolio
|
Q1 2025
Added 25.2%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
74,761
shares
|
$47.2 Million
4.4% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
74,434
shares
|
$47 Million
0.78% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
74,157
shares
|
$46.8 Million
4.55% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
73,760
shares
|
$46.6 Million
14.8% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
73,358
shares
|
$46.3 Million
5.73% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
73,297
shares
|
$46.3 Million
16.62% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
73,052
shares
|
$46.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 93.72%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
73,049
shares
|
$46.1 Million
30.09% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
72,989
shares
|
$46.1 Million
15.85% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
72,972
shares
|
$46.1 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
72,756
shares
|
$46 Million
26.51% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
72,699
shares
|
$45.9 Million
14.21% of portfolio
|
Q2 2025
Added 78.88%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
72,349
shares
|
$45.7 Million
15.54% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
72,186
shares
|
$45.6 Million
10.54% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
72,015
shares
|
$45.5 Million
3.7% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
71,824
shares
|
$45.4 Million
3.65% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
71,627
shares
|
$45.2 Million
1.48% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
71,544
shares
|
$45.2 Million
3.36% of portfolio
|
Q1 2025
Added 4.57%
|