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 |
|---|---|---|---|---|---|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
18,396
shares
|
$12.2 Million
2.12% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
18,393
shares
|
$12.2 Million
8.34% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
18,390
shares
|
$12.2 Million
7.15% of portfolio
|
Q4 2023
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
18,365
shares
|
$12.1 Million
4.25% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
18,345
shares
|
$12.1 Million
0.93% of portfolio
|
Q2 2025
Added 31.01%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,342
shares
|
$12.1 Million
0.4% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
18,320
shares
|
$12.1 Million
13.55% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
18,299
shares
|
$12.1 Million
0.16% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
18,291
shares
|
$12.1 Million
1.42% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
18,269
shares
|
$12.1 Million
1.44% of portfolio
|
Q3 2023
Added 4.07%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
18,161
shares
|
$12 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
18,102
shares
|
$12 Million
0.81% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
18,062
shares
|
$11.9 Million
1.72% of portfolio
|
Q1 2023
Added 1.41%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
18,023
shares
|
$11.9 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
18,001
shares
|
$11.9 Million
10.53% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
17,904
shares
|
$11.8 Million
5.22% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
17,695
shares
|
$11.7 Million
3.56% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Pjt Investments Corp.
Toronto, |
Aug 14, 2025 Q2 2025 |
17,692
shares
|
$11.7 Million
5.86% of portfolio
|
Q2 2025
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
17,684
shares
|
$11.7 Million
10.58% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
17,635
shares
|
$11.7 Million
0.46% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
17,626
shares
|
$11.6 Million
2.94% of portfolio
|
Q2 2025
Added 68.03%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
17,528
shares
|
$11.6 Million
4.97% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
17,522
shares
|
$11.6 Million
3.05% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
17,517
shares
|
$11.6 Million
4.25% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
17,498
shares
|
$11.6 Million
2.09% of portfolio
|
Q2 2025
Added 40.33%
|