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 3,961 institutions that hold shares in the stock, with a total of 814 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 |
|---|---|---|---|---|---|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
56,886
shares
|
$36.2 Million
10.04% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
56,822
shares
|
$36.2 Million
7.94% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
56,065
shares
|
$35.7 Million
20.25% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
55,848
shares
|
$35.5 Million
8.78% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
55,800
shares
|
$35.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 56.67%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
55,699
shares
|
$35.4 Million
11.95% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
55,647
shares
|
$35.4 Million
6.19% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
55,598
shares
|
$35.4 Million
22.61% of portfolio
|
Q1 2025
Added 42.67%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
55,580
shares
|
$35.4 Million
2.8% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
55,534
shares
|
$35.3 Million
9.23% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
55,295
shares
|
$35.2 Million
3.39% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
55,254
shares
|
$35.2 Million
1.09% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
55,151
shares
|
$35.1 Million
24.03% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
55,114
shares
|
$35.1 Million
29.1% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
55,008
shares
|
$35 Million
20.19% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
54,869
shares
|
$34.9 Million
4.44% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
54,808
shares
|
$34.9 Million
3.39% of portfolio
|
Q1 2024
Added 5.83%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
54,738
shares
|
$34.8 Million
6.53% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
54,653
shares
|
$34.8 Million
1.78% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
54,287
shares
|
$34.5 Million
2.39% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
54,243
shares
|
$34.5 Million
22.65% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
54,165
shares
|
$34.5 Million
4.43% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
54,129
shares
|
$34.4 Million
26.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
53,794
shares
|
$34.2 Million
20.29% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
53,593
shares
|
$34.1 Million
2.89% of portfolio
|
Q1 2025
Reduced 2.63%
|