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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
2,844
shares
|
$1.88 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
2,842
shares
|
$1.88 Million
1.46% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
2,842
shares
|
$1.88 Million
1.34% of portfolio
|
Q2 2025
Reduced 51.45%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
2,841
shares
|
$1.88 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
2,835
shares
|
$1.87 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,835
shares
|
$1.87 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
2,834
shares
|
$1.87 Million
0.06% of portfolio
|
Q2 2025
Added 170.16%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
2,833
shares
|
$1.87 Million
0.43% of portfolio
|
Q2 2025
Reduced 42.73%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
2,830
shares
|
$1.87 Million
0.16% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,826
shares
|
$1.87 Million
0.22% of portfolio
|
Q2 2025
Added 24.49%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
2,824
shares
|
$1.87 Million
0.84% of portfolio
|
Q2 2025
Reduced 19.15%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
2,812
shares
|
$1.86 Million
0.45% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,809
shares
|
$1.86 Million
0.56% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,807
shares
|
$1.85 Million
0.64% of portfolio
|
Q2 2025
Added 35.87%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
2,802
shares
|
$1.85 Million
0.12% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,801
shares
|
$1.85 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
2,793
shares
|
$1.85 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
2,788
shares
|
$1.84 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
2,785
shares
|
$1.84 Million
1.42% of portfolio
|
Q2 2024
Added 160.28%
|
|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
2,784
shares
|
$1.84 Million
0.38% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
2,781
shares
|
$1.84 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,779
shares
|
$1.84 Million
0.54% of portfolio
|
Q4 2024
Reduced 61.87%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
2,771
shares
|
$1.83 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
2,765
shares
|
$1.83 Million
0.65% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
2,765
shares
|
$1.83 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.02%
|