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 3,961 institutions that hold shares in the stock, with a total of 814 Million shares, which have been reported (via 13F filing form) to have a value of $518 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
350,079
shares
|
$223 Million
5.2% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
346,830
shares
|
$221 Million
2.43% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
345,386
shares
|
$220 Million
16.92% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
338,237
shares
|
$215 Million
17.85% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
334,268
shares
|
$213 Million
1.8% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
331,723
shares
|
$211 Million
3.47% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
329,277
shares
|
$210 Million
13.46% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
327,225
shares
|
$208 Million
0.12% of portfolio
|
Q1 2025
Reduced 33.39%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
326,171
shares
|
$208 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
322,719
shares
|
$205 Million
6.0% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
320,156
shares
|
$204 Million
15.64% of portfolio
|
Q1 2025
Added 4932.32%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
314,442
shares
|
$200 Million
8.97% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Toews Corp
|
May 09, 2025 Q1 2025 |
312,530
shares
|
$199 Million
78.44% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
306,506
shares
|
$195 Million
2.72% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
306,363
shares
|
$195 Million
13.74% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
305,439
shares
|
$194 Million
5.15% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
304,114
shares
|
$194 Million
3.38% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
303,660
shares
|
$193 Million
24.6% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
302,649
shares
|
$193 Million
3.92% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
302,433
shares
|
$192 Million
13.0% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
301,512
shares
|
$192 Million
32.23% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
300,060
shares
|
$191 Million
2.18% of portfolio
|
Q2 2023
Reduced 25.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
295,092
shares
|
$188 Million
1.89% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
293,757
shares
|
$187 Million
25.38% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
293,424
shares
|
$187 Million
22.04% of portfolio
|
Q2 2025
Added 17.29%
|