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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
53,489
shares
|
$34 Million
20.68% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
53,283
shares
|
$33.9 Million
16.5% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
52,825
shares
|
$33.6 Million
16.2% of portfolio
|
Q1 2025
Added 17.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
52,569
shares
|
$33.5 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
52,516
shares
|
$33.4 Million
18.98% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
May 14, 2025 Q1 2025 |
52,443
shares
|
$33.4 Million
17.53% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
52,389
shares
|
$33.3 Million
6.55% of portfolio
|
Q1 2025
Added 142.88%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
52,370
shares
|
$33.3 Million
17.55% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
52,248
shares
|
$33.3 Million
9.85% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
52,235
shares
|
$33.2 Million
3.49% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
52,227
shares
|
$33.2 Million
0.89% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
52,192
shares
|
$33.2 Million
8.54% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
52,103
shares
|
$33.2 Million
1.33% of portfolio
|
Q1 2025
New holding
|
|
|
Durante & Waters, LLC
Brewster, NY |
Apr 28, 2025 Q1 2025 |
51,900
shares
|
$33 Million
24.51% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
51,846
shares
|
$33 Million
0.98% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
51,819
shares
|
$33 Million
10.65% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
51,768
shares
|
$32.9 Million
9.68% of portfolio
|
Q4 2023
Added 9.77%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
51,622
shares
|
$32.9 Million
2.15% of portfolio
|
Q1 2025
Added 42.15%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
51,598
shares
|
$32.8 Million
13.03% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
51,463
shares
|
$32.8 Million
2.73% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
51,341
shares
|
$32.7 Million
20.81% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
51,280
shares
|
$32.6 Million
4.3% of portfolio
|
Q3 2023
Reduced 3.95%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
51,139
shares
|
$32.5 Million
18.74% of portfolio
|
Q2 2023
Added 0.71%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
51,050
shares
|
$32.5 Million
5.57% of portfolio
|
Q2 2025
Added 0.11%
|