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 |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
2,659
shares
|
$1.76 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
2,658
shares
|
$1.76 Million
0.42% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
2,657
shares
|
$1.76 Million
0.13% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,652
shares
|
$1.75 Million
0.28% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
2,638
shares
|
$1.74 Million
0.45% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
2,635
shares
|
$1.74 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,634
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
2,633
shares
|
$1.74 Million
0.75% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
2,621
shares
|
$1.73 Million
0.62% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,616
shares
|
$1.73 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
2,616
shares
|
$1.73 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
2,613
shares
|
$1.73 Million
0.66% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,610
shares
|
$1.72 Million
0.19% of portfolio
|
Q2 2025
Reduced 26.04%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Aug 05, 2025 Q2 2025 |
2,605
shares
|
$1.72 Million
6.14% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
2,605
shares
|
$1.72 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
2,595
shares
|
$1.71 Million
1.16% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
2,585
shares
|
$1.71 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,578
shares
|
$1.7 Million
2.3% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
2,574
shares
|
$1.7 Million
0.19% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,568
shares
|
$1.7 Million
0.64% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,566
shares
|
$1.7 Million
0.29% of portfolio
|
Q2 2025
Added 36.34%
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,565
shares
|
$1.69 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
2,562
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
2,559
shares
|
$1.69 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
2,553
shares
|
$1.69 Million
0.49% of portfolio
|
Q2 2025
Added 90.95%
|