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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
16,505
shares
|
$10.9 Million
0.09% of portfolio
|
Q2 2025
Added 52.84%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
16,502
shares
|
$10.9 Million
2.16% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
16,481
shares
|
$10.9 Million
8.59% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
16,422
shares
|
$10.9 Million
0.96% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
16,421
shares
|
$10.8 Million
4.88% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
16,341
shares
|
$10.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 55.86%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
16,287
shares
|
$10.8 Million
0.51% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
16,284
shares
|
$10.8 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
16,216
shares
|
$10.7 Million
2.75% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
16,214
shares
|
$10.7 Million
1.88% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
16,172
shares
|
$10.7 Million
4.35% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
16,129
shares
|
$10.7 Million
4.63% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
16,122
shares
|
$10.7 Million
3.83% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
16,061
shares
|
$10.6 Million
3.96% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
16,043
shares
|
$10.6 Million
2.27% of portfolio
|
Q2 2025
Added 27.34%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
16,029
shares
|
$10.6 Million
6.29% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
16,022
shares
|
$10.6 Million
1.9% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
15,940
shares
|
$10.5 Million
10.32% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
15,932
shares
|
$10.5 Million
0.09% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
15,926
shares
|
$10.5 Million
4.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
15,899
shares
|
$10.5 Million
3.71% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
15,885
shares
|
$10.5 Million
9.16% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
15,831
shares
|
$10.5 Million
0.52% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
15,798
shares
|
$10.4 Million
4.99% of portfolio
|
Q3 2024
New holding
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
15,780
shares
|
$10.4 Million
7.32% of portfolio
|
Q2 2025
Reduced 3.03%
|