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 |
|---|---|---|---|---|---|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
1,598
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
1,596
shares
|
$1.05 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,596
shares
|
$1.05 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,594
shares
|
$1.05 Million
0.3% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
1,592
shares
|
$1.05 Million
0.3% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
1,592
shares
|
$1.05 Million
0.23% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,592
shares
|
$1.05 Million
0.27% of portfolio
|
Q2 2025
Reduced 17.04%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
1,586
shares
|
$1.05 Million
0.42% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,584
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
1,581
shares
|
$1.04 Million
0.25% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
1,573
shares
|
$1.04 Million
0.37% of portfolio
|
Q2 2025
Reduced 23.9%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
1,572
shares
|
$1.04 Million
0.75% of portfolio
|
Q2 2025
Added 22.91%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
1,568
shares
|
$1.04 Million
0.46% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
1,565
shares
|
$1.03 Million
0.94% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
1,563
shares
|
$1.03 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
1,563
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2025
Added 66.45%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
1,561
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
1,561
shares
|
$1.03 Million
0.33% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
1,557
shares
|
$1.03 Million
0.27% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,556
shares
|
$1.03 Million
0.34% of portfolio
|
Q1 2023
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
1,555
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
1,552
shares
|
$1.03 Million
0.3% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
1,551
shares
|
$1.02 Million
0.69% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,550
shares
|
$1.02 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
1,547
shares
|
$1.02 Million
0.7% of portfolio
|
Q2 2025
Reduced 14.87%
|