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 4,019 institutions that hold shares in the stock, with a total of 744 Million shares, which have been reported (via 13F filing form) to have a value of $492 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
50,206
shares
|
$33.2 Million
2.69% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
50,107
shares
|
$33.1 Million
18.85% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
49,901
shares
|
$33 Million
17.3% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
49,714
shares
|
$32.8 Million
8.69% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
49,677
shares
|
$32.8 Million
2.61% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
49,562
shares
|
$32.7 Million
6.89% of portfolio
|
Q2 2025
Added 239.56%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
49,550
shares
|
$32.7 Million
21.11% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
49,205
shares
|
$32.5 Million
3.67% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
49,193
shares
|
$32.5 Million
1.97% of portfolio
|
Q4 2023
Added 1.94%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
49,172
shares
|
$32.5 Million
2.5% of portfolio
|
Q2 2024
Added 97.8%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
49,146
shares
|
$32.5 Million
5.88% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Aug 14, 2025 Q2 2025 |
48,998
shares
|
$32.4 Million
29.56% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
48,943
shares
|
$32.3 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
|
$32.3 Million
0.85% of portfolio
|
Q3 2023
Added 506.38%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
48,919
shares
|
$32.3 Million
9.43% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
48,889
shares
|
$32.3 Million
12.49% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
48,867
shares
|
$32.3 Million
2.59% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
48,845
shares
|
$32.3 Million
16.48% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
48,758
shares
|
$32.2 Million
3.13% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
48,576
shares
|
$32.1 Million
0.71% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
48,511
shares
|
$32.1 Million
2.48% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
48,286
shares
|
$31.9 Million
0.84% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
48,216
shares
|
$31.9 Million
0.55% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
48,204
shares
|
$31.8 Million
6.59% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
48,057
shares
|
$31.8 Million
14.16% of portfolio
|
Q2 2025
Reduced 1.48%
|