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 |
|---|---|---|---|---|---|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
71,459
shares
|
$45.1 Million
13.67% of portfolio
|
Q2 2025
Added 24.6%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
70,949
shares
|
$44.8 Million
18.53% of portfolio
|
Q1 2024
Reduced 10.73%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
70,802
shares
|
$44.7 Million
7.8% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
70,723
shares
|
$44.7 Million
4.4% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
70,673
shares
|
$44.6 Million
3.58% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
70,636
shares
|
$44.6 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
70,465
shares
|
$44.5 Million
31.76% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
70,417
shares
|
$44.5 Million
0.31% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
70,404
shares
|
$44.5 Million
0.59% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
70,037
shares
|
$44.2 Million
27.42% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
69,971
shares
|
$44.2 Million
1.65% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
69,917
shares
|
$44.2 Million
0.32% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
69,889
shares
|
$44.2 Million
2.44% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
69,800
shares
|
$44.1 Million
1.25% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
69,707
shares
|
$44 Million
6.24% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
69,646
shares
|
$44 Million
18.41% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
May 14, 2025 Q1 2025 |
69,503
shares
|
$43.9 Million
9.04% of portfolio
|
Q1 2025
Added 12.29%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
69,200
shares
|
$43.7 Million
10.68% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
68,786
shares
|
$43.5 Million
14.11% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
68,606
shares
|
$43.3 Million
15.76% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
68,546
shares
|
$43.3 Million
2.95% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
68,166
shares
|
$43.1 Million
0.05% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
68,065
shares
|
$43 Million
0.91% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
67,064
shares
|
$42.4 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
67,006
shares
|
$42.3 Million
11.58% of portfolio
|
Q1 2025
Added 1.36%
|