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 |
|---|---|---|---|---|---|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,841
shares
|
$1.22 Million
0.18% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,834
shares
|
$1.21 Million
0.34% of portfolio
|
Q1 2025
Added 303.08%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
1,832
shares
|
$1.21 Million
0.25% of portfolio
|
Q4 2023
Added 3.21%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
1,830
shares
|
$1.21 Million
0.49% of portfolio
|
Q2 2025
Added 27.08%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,827
shares
|
$1.21 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
1,825
shares
|
$1.21 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,825
shares
|
$1.21 Million
0.94% of portfolio
|
Q2 2025
Added 785.92%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
1,825
shares
|
$1.21 Million
0.94% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
1,815
shares
|
$1.2 Million
1.25% of portfolio
|
Q2 2025
Added 63.51%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
1,815
shares
|
$1.2 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
1,806
shares
|
$1.19 Million
0.63% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
1,805
shares
|
$1.19 Million
0.96% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
1,802
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
1,801
shares
|
$1.19 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
1,798
shares
|
$1.19 Million
0.15% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
1,796
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2023
Reduced 7.71%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
1,789
shares
|
$1.18 Million
0.77% of portfolio
|
Q2 2025
Added 17.7%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
1,789
shares
|
$1.18 Million
0.53% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
1,787
shares
|
$1.18 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,787
shares
|
$1.18 Million
0.22% of portfolio
|
Q2 2024
Reduced 40.95%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,786
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 41.31%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
1,785
shares
|
$1.18 Million
0.47% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
1,785
shares
|
$1.18 Million
0.91% of portfolio
|
Q2 2025
Added 197.5%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
1,776
shares
|
$1.17 Million
0.22% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
1,771
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
New holding
|