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 |
|---|---|---|---|---|---|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
15,705
shares
|
$10.4 Million
6.26% of portfolio
|
Q2 2025
Added 79.55%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
15,673
shares
|
$10.4 Million
1.78% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
15,668
shares
|
$10.4 Million
1.85% of portfolio
|
Q2 2025
Reduced 35.11%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
15,627
shares
|
$10.3 Million
2.68% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
15,625
shares
|
$10.3 Million
0.2% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
15,622
shares
|
$10.3 Million
6.95% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
15,572
shares
|
$10.3 Million
1.04% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
15,570
shares
|
$10.3 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
15,563
shares
|
$10.3 Million
3.6% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
15,550
shares
|
$10.3 Million
4.47% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
15,485
shares
|
$10.2 Million
3.14% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
15,463
shares
|
$10.2 Million
12.21% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
15,390
shares
|
$10.2 Million
1.68% of portfolio
|
Q2 2025
Added 39.79%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
15,376
shares
|
$10.2 Million
8.95% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
15,346
shares
|
$10.1 Million
2.13% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
15,337
shares
|
$10.1 Million
7.18% of portfolio
|
Q1 2025
Added 27.52%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,334
shares
|
$10.1 Million
0.68% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
15,300
shares
|
$10.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
15,229
shares
|
$10.1 Million
7.24% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
15,223
shares
|
$10.1 Million
0.17% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
15,203
shares
|
$10 Million
0.6% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
15,196
shares
|
$10 Million
2.76% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
15,178
shares
|
$10 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,169
shares
|
$10 Million
0.39% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
15,145
shares
|
$10 Million
7.92% of portfolio
|
Q2 2025
New holding
|