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 |
|---|---|---|---|---|---|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
1,498
shares
|
$989,758
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
1,495
shares
|
$987,776
0.73% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
1,494
shares
|
$987,115
0.28% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
1,492
shares
|
$985,794
1.3% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
1,492
shares
|
$985,794
0.42% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
1,489
shares
|
$983,812
0.13% of portfolio
|
Q2 2025
Added 30.73%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
1,487
shares
|
$982,490
0.18% of portfolio
|
Q2 2025
Reduced 21.53%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,486
shares
|
$981,829
0.29% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
1,480
shares
|
$977,865
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
1,478
shares
|
$976,544
0.41% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
1,478
shares
|
$976,544
0.71% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
1,477
shares
|
$975,883
0.35% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
1,476
shares
|
$975,222
0.88% of portfolio
|
Q2 2025
Reduced 33.63%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
1,474
shares
|
$973,901
0.35% of portfolio
|
Q2 2025
Added 38.93%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,471
shares
|
$971,919
0.12% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,471
shares
|
$971,919
0.24% of portfolio
|
Q3 2023
Reduced 6.42%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
1,468
shares
|
$969,936
0.28% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
1,466
shares
|
$968,615
0.25% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
1,466
shares
|
$968,615
0.72% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
1,465
shares
|
$967,954
0.3% of portfolio
|
Q1 2025
Added 57.36%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
1,465
shares
|
$967,954
0.45% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,462
shares
|
$965,972
0.39% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
1,459
shares
|
$963,990
0.04% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
1,459
shares
|
$963,990
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
1,455
shares
|
$961,347
0.16% of portfolio
|
Q1 2025
Reduced 15.26%
|