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 4,075 institutions that hold shares in the stock, with a total of 746 Million shares, which have been reported (via 13F filing form) to have a value of $496 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sun Life Financial Inc
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
464,479
shares
|
$308 Million
15.77% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Aug 11, 2025 Q2 2025 |
462,829
shares
|
$307 Million
70.26% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
462,767
shares
|
$307 Million
34.94% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
454,256
shares
|
$302 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
452,042
shares
|
$300 Million
20.13% of portfolio
|
Q1 2025
Added 18.96%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
450,542
shares
|
$299 Million
0.68% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
448,980
shares
|
$298 Million
4.22% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Aug 12, 2025 Q2 2025 |
445,254
shares
|
$296 Million
21.9% of portfolio
|
Q2 2025
Reduced 65.14%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
439,841
shares
|
$292 Million
2.7% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
436,512
shares
|
$290 Million
4.1% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
436,143
shares
|
$290 Million
0.78% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
435,763
shares
|
$289 Million
3.9% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
431,124
shares
|
$286 Million
18.9% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
429,325
shares
|
$285 Million
0.47% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
427,130
shares
|
$284 Million
22.12% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
426,405
shares
|
$283 Million
3.31% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
426,028
shares
|
$283 Million
2.15% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
420,164
shares
|
$279 Million
36.7% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Toews Corp
|
Oct 24, 2025 Q3 2025 |
416,990
shares
|
$277 Million
40.43% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
415,493
shares
|
$276 Million
15.96% of portfolio
|
Q3 2022
Added 11.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
409,878
shares
|
$272 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
403,627
shares
|
$268 Million
2.13% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Ashford Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
397,692
shares
|
$264 Million
56.95% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
393,209
shares
|
$261 Million
14.32% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
391,609
shares
|
$260 Million
21.45% of portfolio
|
Q2 2025
Reduced 0.47%
|