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 |
|---|---|---|---|---|---|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
2,236
shares
|
$1.48 Million
2.12% of portfolio
|
Q2 2025
Reduced 54.72%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,219
shares
|
$1.47 Million
0.34% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,219
shares
|
$1.47 Million
0.52% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
2,218
shares
|
$1.47 Million
0.47% of portfolio
|
Q4 2022
Added 11.07%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,215
shares
|
$1.46 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
2,214
shares
|
$1.46 Million
0.12% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jul 17, 2025 Q2 2025 |
2,213
shares
|
$1.46 Million
1.14% of portfolio
|
Q2 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2,212
shares
|
$1.46 Million
0.8% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
2,207
shares
|
$1.46 Million
0.15% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
2,206
shares
|
$1.46 Million
0.37% of portfolio
|
Q2 2025
Added 902.73%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Aug 07, 2025 Q2 2025 |
2,198
shares
|
$1.45 Million
0.72% of portfolio
|
Q2 2025
Added 106.77%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,196
shares
|
$1.45 Million
0.12% of portfolio
|
Q1 2025
Added 35.7%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
2,188
shares
|
$1.45 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,185
shares
|
$1.44 Million
0.22% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
2,184
shares
|
$1.44 Million
0.56% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
2,178
shares
|
$1.44 Million
1.36% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
2,178
shares
|
$1.44 Million
0.84% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
2,171
shares
|
$1.43 Million
0.08% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
2,170
shares
|
$1.43 Million
0.16% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
2,168
shares
|
$1.43 Million
0.21% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
2,167
shares
|
$1.43 Million
1.09% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
2,163
shares
|
$1.43 Million
0.41% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
2,155
shares
|
$1.42 Million
0.22% of portfolio
|
Q1 2025
Reduced 62.07%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
2,153
shares
|
$1.42 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Violich Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
2,152
shares
|
$1.42 Million
0.19% of portfolio
|
Q2 2025
Reduced 9.5%
|