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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
66,907
shares
|
$42.6 Million
1.02% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
66,786
shares
|
$42.5 Million
4.72% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
66,180
shares
|
$42.1 Million
8.92% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
66,067
shares
|
$42 Million
4.33% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
65,860
shares
|
$41.9 Million
15.42% of portfolio
|
Q1 2025
Added 62.44%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
65,828
shares
|
$41.9 Million
16.09% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
65,760
shares
|
$41.9 Million
8.36% of portfolio
|
Q1 2025
Added 93.37%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
65,696
shares
|
$41.8 Million
36.08% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
65,516
shares
|
$41.7 Million
0.76% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
65,354
shares
|
$41.6 Million
2.17% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
65,235
shares
|
$41.5 Million
0.07% of portfolio
|
Q1 2025
Added 24.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
64,657
shares
|
$41.1 Million
4.77% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
64,638
shares
|
$41.1 Million
4.57% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
64,528
shares
|
$41.1 Million
0.62% of portfolio
|
Q2 2024
Reduced 13.35%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
64,518
shares
|
$41.1 Million
2.0% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
64,390
shares
|
$41 Million
0.27% of portfolio
|
Q1 2025
Added 207.26%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
64,346
shares
|
$41 Million
7.47% of portfolio
|
Q2 2025
Reduced 71.23%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
64,026
shares
|
$40.7 Million
3.04% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
63,867
shares
|
$40.6 Million
5.05% of portfolio
|
Q2 2025
Added 63.56%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
63,783
shares
|
$40.6 Million
0.95% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
63,676
shares
|
$40.5 Million
14.39% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
63,489
shares
|
$40.4 Million
1.17% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
63,415
shares
|
$40.4 Million
3.31% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
63,335
shares
|
$40.3 Million
0.41% of portfolio
|
Q1 2025
Added 76.03%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
63,292
shares
|
$40.3 Million
3.15% of portfolio
|
Q1 2025
Added 6.15%
|