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 |
|---|---|---|---|---|---|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
17,456
shares
|
$11.5 Million
1.17% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
17,366
shares
|
$11.5 Million
0.14% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
17,352
shares
|
$11.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
17,320
shares
|
$11.4 Million
8.07% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
17,301
shares
|
$11.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
17,282
shares
|
$11.4 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
17,244
shares
|
$11.4 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,239
shares
|
$11.4 Million
1.19% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
17,152
shares
|
$11.3 Million
2.56% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
17,139
shares
|
$11.3 Million
5.89% of portfolio
|
Q2 2025
Reduced 43.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
17,138
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
17,012
shares
|
$11.2 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Granby Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
17,000
shares
|
$11.2 Million
5.9% of portfolio
|
Q1 2025
Reduced 62.22%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
16,993
shares
|
$11.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
16,948
shares
|
$11.2 Million
0.44% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
16,911
shares
|
$11.2 Million
5.32% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
16,856
shares
|
$11.1 Million
0.53% of portfolio
|
Q2 2025
Added 17.09%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
16,838
shares
|
$11.1 Million
9.52% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
16,803
shares
|
$11.1 Million
4.02% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
16,770
shares
|
$11.1 Million
4.34% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
16,715
shares
|
$11 Million
7.12% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
16,651
shares
|
$11 Million
2.43% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
16,607
shares
|
$11 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
16,579
shares
|
$11 Million
1.0% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
16,522
shares
|
$10.9 Million
3.7% of portfolio
|
Q2 2025
Added 1.24%
|