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 |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
12,909
shares
|
$8.53 Million
2.43% of portfolio
|
Q3 2023
Reduced 25.06%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
12,908
shares
|
$8.53 Million
4.02% of portfolio
|
Q2 2025
Added 19.86%
|
|
|
My Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
12,873
shares
|
$8.51 Million
7.66% of portfolio
|
Q2 2025
Reduced 36.59%
|
|
|
Flower City Capital
|
Jul 16, 2025 Q2 2025 |
12,817
shares
|
$8.47 Million
4.7% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
12,783
shares
|
$8.45 Million
7.23% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
12,773
shares
|
$8.44 Million
1.17% of portfolio
|
Q2 2025
Added 33.12%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
12,692
shares
|
$8.39 Million
5.33% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
12,689
shares
|
$8.38 Million
0.29% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
12,684
shares
|
$8.38 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
12,670
shares
|
$8.37 Million
0.97% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
12,602
shares
|
$8.33 Million
0.92% of portfolio
|
Q2 2024
Reduced 89.94%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
12,596
shares
|
$8.32 Million
2.7% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
12,594
shares
|
$8.32 Million
5.92% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
12,563
shares
|
$8.3 Million
5.25% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
12,471
shares
|
$8.24 Million
0.28% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
12,462
shares
|
$8.23 Million
2.9% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,451
shares
|
$8.23 Million
1.58% of portfolio
|
Q1 2024
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
12,420
shares
|
$8.21 Million
0.02% of portfolio
|
Q2 2025
Added 45.65%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
12,387
shares
|
$8.18 Million
3.69% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
12,366
shares
|
$8.17 Million
0.54% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
12,336
shares
|
$8.15 Million
1.41% of portfolio
|
Q4 2022
Reduced 48.77%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
12,313
shares
|
$8.14 Million
0.45% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
12,247
shares
|
$8.09 Million
0.26% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
12,219
shares
|
$8.07 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
12,217
shares
|
$8.07 Million
3.16% of portfolio
|
Q2 2025
Added 0.83%
|