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 |
|---|---|---|---|---|---|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
1,769
shares
|
$1.17 Million
0.24% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
1,764
shares
|
$1.17 Million
0.31% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,760
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
1,757
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
1,751
shares
|
$1.16 Million
0.96% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,750
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,749
shares
|
$1.16 Million
0.45% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
1,746
shares
|
$1.15 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
1,741
shares
|
$1.15 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
1,741
shares
|
$1.15 Million
0.32% of portfolio
|
Q2 2025
Added 21.41%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
1,738
shares
|
$1.15 Million
0.28% of portfolio
|
Q2 2025
Added 20.69%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
1,738
shares
|
$1.15 Million
0.18% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,738
shares
|
$1.15 Million
0.46% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,737
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2025
Reduced 50.17%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,736
shares
|
$1.15 Million
0.3% of portfolio
|
Q3 2023
Reduced 31.06%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
1,736
shares
|
$1.15 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
1,733
shares
|
$1.15 Million
0.39% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
1,732
shares
|
$1.14 Million
0.38% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
1,729
shares
|
$1.14 Million
0.97% of portfolio
|
Q2 2025
Added 323.77%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
1,711
shares
|
$1.13 Million
0.22% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
1,711
shares
|
$1.13 Million
0.95% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,703
shares
|
$1.13 Million
0.63% of portfolio
|
Q4 2022
Reduced 10.18%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
1,698
shares
|
$1.12 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
1,698
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
1,688
shares
|
$1.12 Million
0.52% of portfolio
|
Q1 2024
Added 3.94%
|