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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
63,075
shares
|
$40.1 Million
15.13% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
63,019
shares
|
$40.1 Million
29.65% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Fort Henry Capital, LLC
|
Jul 15, 2025 Q2 2025 |
63,017
shares
|
$40.1 Million
26.38% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
62,938
shares
|
$40.1 Million
6.29% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
62,355
shares
|
$39.7 Million
21.37% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
62,282
shares
|
$39.6 Million
6.24% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
61,679
shares
|
$39.3 Million
1.62% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
61,375
shares
|
$39.1 Million
2.09% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
61,305
shares
|
$39 Million
14.76% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Ams Capital Ltda
|
Apr 10, 2025 Q1 2025 |
61,143
shares
|
$38.9 Million
14.16% of portfolio
|
Q1 2025
New holding
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
61,120
shares
|
$38.9 Million
25.97% of portfolio
|
Q1 2025
Added 238.07%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
60,690
shares
|
$38.6 Million
6.7% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
60,689
shares
|
$38.6 Million
4.9% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
60,688
shares
|
$38.6 Million
1.2% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
60,611
shares
|
$38.6 Million
19.6% of portfolio
|
Q1 2025
Reduced 25.29%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
60,596
shares
|
$38.6 Million
31.1% of portfolio
|
Q1 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
60,114
shares
|
$38.3 Million
2.78% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
60,000
shares
|
$38.2 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cisco Systems, Inc.
San Jose, CA |
Jul 10, 2025 Q2 2025 |
60,000
shares
|
$38.2 Million
13.8% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
59,939
shares
|
$38.1 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
59,583
shares
|
$37.9 Million
1.13% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
59,556
shares
|
$37.9 Million
5.77% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
59,520
shares
|
$37.9 Million
9.6% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jul 23, 2025 Q2 2025 |
59,321
shares
|
$37.8 Million
26.36% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
59,184
shares
|
$37.7 Million
9.58% of portfolio
|
Q2 2025
Reduced 1.45%
|