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 |
|---|---|---|---|---|---|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
2,391
shares
|
$1.58 Million
1.53% of portfolio
|
Q4 2021
New holding
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
2,383
shares
|
$1.57 Million
0.22% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
2,383
shares
|
$1.57 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,382
shares
|
$1.57 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
2,378
shares
|
$1.57 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,377
shares
|
$1.57 Million
0.1% of portfolio
|
Q2 2024
Reduced 31.62%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
2,373
shares
|
$1.57 Million
0.3% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
2,372
shares
|
$1.57 Million
0.19% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
2,371
shares
|
$1.57 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,371
shares
|
$1.57 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
2,371
shares
|
$1.57 Million
0.7% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
2,363
shares
|
$1.56 Million
0.87% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
2,361
shares
|
$1.56 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
2,359
shares
|
$1.56 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,354
shares
|
$1.56 Million
0.66% of portfolio
|
Q1 2024
Added 8.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
2,353
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
2,353
shares
|
$1.55 Million
1.23% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
2,351
shares
|
$1.55 Million
0.81% of portfolio
|
Q2 2024
Reduced 9.54%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jul 25, 2025 Q2 2025 |
2,350
shares
|
$1.55 Million
1.22% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,343
shares
|
$1.55 Million
1.57% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,336
shares
|
$1.54 Million
0.98% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
2,327
shares
|
$1.54 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
2,326
shares
|
$1.54 Million
0.51% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
2,325
shares
|
$1.54 Million
0.43% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
2,324
shares
|
$1.54 Million
0.29% of portfolio
|
Q1 2025
Reduced 5.61%
|