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 |
|---|---|---|---|---|---|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
2,551
shares
|
$1.69 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
2,550
shares
|
$1.68 Million
0.74% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
2,549
shares
|
$1.68 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
2,549
shares
|
$1.68 Million
1.21% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,548
shares
|
$1.68 Million
13.4% of portfolio
|
Q2 2022
Added 11.31%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
2,543
shares
|
$1.68 Million
0.29% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
2,541
shares
|
$1.68 Million
0.17% of portfolio
|
Q2 2025
Added 26.73%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Aug 28, 2025 Q2 2025 |
2,537
shares
|
$1.68 Million
0.74% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,525
shares
|
$1.67 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,524
shares
|
$1.67 Million
0.07% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
2,522
shares
|
$1.67 Million
0.38% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
2,518
shares
|
$1.66 Million
0.07% of portfolio
|
Q2 2025
Reduced 22.76%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
2,518
shares
|
$1.66 Million
0.53% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
2,518
shares
|
$1.66 Million
1.48% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
2,514
shares
|
$1.66 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
2,513
shares
|
$1.66 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
2,510
shares
|
$1.66 Million
1.53% of portfolio
|
Q4 2022
Reduced 0.2%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
2,505
shares
|
$1.66 Million
1.43% of portfolio
|
Q2 2025
Reduced 20.88%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Aug 07, 2025 Q2 2025 |
2,500
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,491
shares
|
$1.65 Million
1.17% of portfolio
|
Q2 2025
Reduced 43.76%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,490
shares
|
$1.65 Million
0.25% of portfolio
|
Q4 2022
Reduced 0.52%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
2,487
shares
|
$1.64 Million
1.38% of portfolio
|
Q2 2025
Added 33.49%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
2,484
shares
|
$1.64 Million
1.1% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,482
shares
|
$1.64 Million
0.13% of portfolio
|
Q1 2025
Added 66.13%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
2,481
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.8%
|