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 |
|---|---|---|---|---|---|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
50,929
shares
|
$32.4 Million
10.51% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
50,412
shares
|
$32.1 Million
26.05% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
50,405
shares
|
$32.1 Million
3.57% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
50,353
shares
|
$32 Million
25.46% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
50,274
shares
|
$32 Million
1.3% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
50,215
shares
|
$32 Million
7.17% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
50,176
shares
|
$31.9 Million
4.04% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
50,030
shares
|
$31.8 Million
1.38% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
49,901
shares
|
$31.8 Million
17.3% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
49,550
shares
|
$31.5 Million
21.11% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
49,438
shares
|
$31.5 Million
2.28% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
49,205
shares
|
$31.3 Million
6.01% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
49,193
shares
|
$31.3 Million
1.97% of portfolio
|
Q4 2023
Added 1.94%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
49,172
shares
|
$31.3 Million
2.5% of portfolio
|
Q2 2024
Added 97.8%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
49,097
shares
|
$31.2 Million
5.65% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
48,943
shares
|
$31.1 Million
26.98% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
48,935
shares
|
$31.1 Million
0.85% of portfolio
|
Q3 2023
Added 506.38%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
48,889
shares
|
$31.1 Million
12.49% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
First National Bank Of Hutchinson
|
May 06, 2025 Q1 2025 |
48,878
shares
|
$31.1 Million
18.34% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
48,758
shares
|
$31 Million
3.13% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
48,625
shares
|
$30.9 Million
30.38% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
48,593
shares
|
$30.9 Million
8.67% of portfolio
|
Q1 2025
Reduced 25.74%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
48,543
shares
|
$30.9 Million
15.17% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
48,433
shares
|
$30.8 Million
3.2% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
48,346
shares
|
$30.8 Million
1.34% of portfolio
|
Q1 2025
Reduced 6.33%
|