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 |
|---|---|---|---|---|---|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
1,686
shares
|
$1.11 Million
0.19% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
1,684
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Added 30.14%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,680
shares
|
$1.11 Million
0.18% of portfolio
|
Q2 2025
Reduced 50.54%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,677
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
1,676
shares
|
$1.11 Million
0.28% of portfolio
|
Q2 2025
Added 56.05%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
1,676
shares
|
$1.11 Million
0.23% of portfolio
|
Q2 2025
Reduced 51.49%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
1,675
shares
|
$1.11 Million
0.38% of portfolio
|
Q2 2025
Added 74.48%
|
|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
1,671
shares
|
$1.1 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
1,664
shares
|
$1.1 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
1,663
shares
|
$1.1 Million
0.34% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,656
shares
|
$1.09 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
1,654
shares
|
$1.09 Million
1.43% of portfolio
|
Q2 2025
Reduced 17.75%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
1,652
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
1,644
shares
|
$1.09 Million
0.68% of portfolio
|
Q1 2025
Reduced 16.42%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
1,640
shares
|
$1.08 Million
0.2% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
1,636
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
1,633
shares
|
$1.08 Million
0.43% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
1,632
shares
|
$1.08 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
1,630
shares
|
$1.08 Million
0.84% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
1,624
shares
|
$1.07 Million
0.13% of portfolio
|
Q1 2025
Reduced 16.93%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Sep 02, 2025 Q2 2025 |
1,621
shares
|
$1.07 Million
3.82% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,619
shares
|
$1.07 Million
0.49% of portfolio
|
Q1 2023
Reduced 1.7%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,612
shares
|
$1.07 Million
0.18% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,611
shares
|
$1.06 Million
0.23% of portfolio
|
Q2 2024
Added 28.16%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1,605
shares
|
$1.06 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.7%
|