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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
2,762
shares
|
$1.82 Million
0.08% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
2,759
shares
|
$1.82 Million
1.04% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
2,759
shares
|
$1.82 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
2,750
shares
|
$1.82 Million
1.81% of portfolio
|
Q1 2023
Reduced 34.79%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,740
shares
|
$1.81 Million
0.22% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
2,739
shares
|
$1.81 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
2,739
shares
|
$1.81 Million
1.46% of portfolio
|
Q2 2025
Added 207.06%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,736
shares
|
$1.81 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
2,734
shares
|
$1.81 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
2,732
shares
|
$1.81 Million
1.18% of portfolio
|
Q2 2025
Reduced 22.89%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
2,716
shares
|
$1.79 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,716
shares
|
$1.79 Million
0.68% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
2,713
shares
|
$1.79 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
2,708
shares
|
$1.79 Million
0.33% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
2,704
shares
|
$1.79 Million
0.98% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
2,704
shares
|
$1.79 Million
1.31% of portfolio
|
Q2 2025
Added 27.61%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
2,699
shares
|
$1.78 Million
0.34% of portfolio
|
Q2 2022
Reduced 3.95%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
2,697
shares
|
$1.78 Million
1.12% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,693
shares
|
$1.78 Million
0.28% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
2,683
shares
|
$1.77 Million
0.43% of portfolio
|
Q2 2025
Added 98.59%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,679
shares
|
$1.77 Million
0.72% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
2,677
shares
|
$1.77 Million
0.56% of portfolio
|
Q2 2025
Reduced 58.94%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
2,675
shares
|
$1.77 Million
0.39% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
2,673
shares
|
$1.77 Million
0.99% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,659
shares
|
$1.76 Million
0.49% of portfolio
|
Q3 2024
Added 5.06%
|