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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
59,113
shares
|
$37.6 Million
1.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
58,942
shares
|
$37.5 Million
0.68% of portfolio
|
Q1 2023
Added 9.36%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
58,585
shares
|
$37.3 Million
15.91% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
58,561
shares
|
$37.3 Million
0.44% of portfolio
|
Q2 2025
Reduced 39.7%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jul 18, 2025 Q2 2025 |
58,529
shares
|
$37.2 Million
21.92% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
58,391
shares
|
$37.2 Million
12.61% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
58,378
shares
|
$37.2 Million
14.03% of portfolio
|
Q4 2024
Added 39.54%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
58,315
shares
|
$37.1 Million
22.01% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
58,141
shares
|
$37 Million
7.9% of portfolio
|
Q1 2025
Reduced 17.38%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
58,114
shares
|
$37 Million
22.34% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
58,101
shares
|
$37 Million
1.3% of portfolio
|
Q3 2022
Added 8.95%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
58,100
shares
|
$37 Million
4.45% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
57,910
shares
|
$36.9 Million
3.74% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
57,867
shares
|
$36.8 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
57,789
shares
|
$36.8 Million
1.44% of portfolio
|
Q2 2025
Reduced 50.59%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
57,757
shares
|
$36.8 Million
4.31% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
57,666
shares
|
$36.7 Million
8.48% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
57,553
shares
|
$36.6 Million
7.07% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
57,371
shares
|
$36.5 Million
2.62% of portfolio
|
Q1 2025
Added 21.7%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
57,354
shares
|
$36.5 Million
30.34% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Treasurer Of The State Of North Carolina
|
May 15, 2025 Q1 2025 |
57,348
shares
|
$36.5 Million
0.13% of portfolio
|
Q1 2025
Added 176.2%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
57,267
shares
|
$36.4 Million
17.35% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
57,059
shares
|
$36.3 Million
10.42% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
57,031
shares
|
$36.3 Million
4.08% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
57,030
shares
|
$36.3 Million
1.19% of portfolio
|
Q2 2025
Reduced 36.06%
|