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 |
|---|---|---|---|---|---|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
39,941
shares
|
$26.4 Million
2.54% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
39,920
shares
|
$26.4 Million
2.97% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
39,864
shares
|
$26.3 Million
12.15% of portfolio
|
Q2 2025
Added 824.06%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
39,841
shares
|
$26.3 Million
4.05% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
39,813
shares
|
$26.3 Million
9.73% of portfolio
|
Q2 2025
Reduced 39.52%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
39,767
shares
|
$26.3 Million
3.13% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
39,628
shares
|
$26.2 Million
5.44% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
39,625
shares
|
$26.2 Million
2.57% of portfolio
|
Q3 2022
Added 1.32%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
39,607
shares
|
$26.2 Million
0.37% of portfolio
|
Q3 2024
Added 49.89%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
39,445
shares
|
$26.1 Million
0.69% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
39,440
shares
|
$26.1 Million
19.92% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
39,408
shares
|
$26 Million
6.23% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
39,310
shares
|
$26 Million
3.87% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
39,241
shares
|
$25.9 Million
0.53% of portfolio
|
Q2 2025
Added 31.08%
|
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
39,186
shares
|
$25.9 Million
14.95% of portfolio
|
Q2 2025
Added 30.13%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
38,946
shares
|
$25.7 Million
0.72% of portfolio
|
Q3 2023
Added 1.36%
|
|
|
Rock Creek Group, LP
|
Aug 12, 2025 Q2 2025 |
38,818
shares
|
$25.6 Million
2.84% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
38,704
shares
|
$25.6 Million
1.34% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
38,633
shares
|
$25.5 Million
9.21% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
38,445
shares
|
$25.4 Million
11.19% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
38,382
shares
|
$25.4 Million
8.64% of portfolio
|
Q2 2025
Reduced 47.41%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
38,371
shares
|
$25.4 Million
7.39% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
38,360
shares
|
$25.3 Million
12.16% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Client First Capital LLC
|
Aug 08, 2025 Q2 2025 |
38,295
shares
|
$25.3 Million
11.5% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
38,232
shares
|
$25.3 Million
24.64% of portfolio
|
Q2 2025
Added 2.23%
|