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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,315
shares
|
$1.53 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
2,310
shares
|
$1.53 Million
0.33% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
2,307
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
2,302
shares
|
$1.52 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Cobler Capital Management, LLC
Silver Lake, KS |
Aug 14, 2025 Q2 2025 |
2,300
shares
|
$1.52 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
2,299
shares
|
$1.52 Million
1.15% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
2,292
shares
|
$1.51 Million
0.14% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
2,292
shares
|
$1.51 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,290
shares
|
$1.51 Million
0.11% of portfolio
|
Q2 2025
Added 65.22%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
2,287
shares
|
$1.51 Million
1.16% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
2,282
shares
|
$1.51 Million
0.26% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
2,277
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,274
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 95.4%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,269
shares
|
$1.5 Million
1.16% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
2,265
shares
|
$1.5 Million
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
2,259
shares
|
$1.49 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,257
shares
|
$1.49 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
2,253
shares
|
$1.49 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,250
shares
|
$1.49 Million
0.13% of portfolio
|
Q2 2022
Reduced 11.49%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
2,248
shares
|
$1.49 Million
0.37% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
2,247
shares
|
$1.48 Million
0.82% of portfolio
|
Q1 2024
Reduced 15.18%
|
|
|
Reinhart Partners, Inc.
|
Jul 09, 2025 Q2 2025 |
2,245
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2023
Reduced 11.51%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
2,245
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,244
shares
|
$1.48 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,241
shares
|
$1.48 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.82%
|