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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
354,701
shares
|
$234 Million
14.88% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
351,796
shares
|
$232 Million
32.68% of portfolio
|
Q4 2023
Added 28.85%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
350,079
shares
|
$231 Million
5.2% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
345,386
shares
|
$228 Million
16.92% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
339,733
shares
|
$224 Million
15.62% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
338,680
shares
|
$224 Million
1.54% of portfolio
|
Q2 2025
Reduced 51.81%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
338,237
shares
|
$223 Million
17.85% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
334,735
shares
|
$221 Million
28.81% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
329,277
shares
|
$218 Million
13.46% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
321,519
shares
|
$212 Million
2.83% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
318,798
shares
|
$211 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
314,740
shares
|
$208 Million
9.18% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
314,319
shares
|
$208 Million
2.11% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
308,031
shares
|
$204 Million
6.01% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
306,654
shares
|
$203 Million
3.35% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
306,477
shares
|
$202 Million
3.08% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
304,704
shares
|
$201 Million
3.94% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
302,433
shares
|
$200 Million
13.0% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
301,512
shares
|
$199 Million
32.23% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
300,558
shares
|
$199 Million
24.47% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
300,060
shares
|
$198 Million
2.18% of portfolio
|
Q2 2023
Reduced 25.76%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
297,084
shares
|
$196 Million
7.02% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
293,424
shares
|
$194 Million
22.04% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
293,058
shares
|
$194 Million
0.12% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
288,448
shares
|
$191 Million
14.11% of portfolio
|
Q3 2023
Added 28.19%
|