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 |
|---|---|---|---|---|---|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,454
shares
|
$960,686
0.44% of portfolio
|
Q2 2024
Added 9.82%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
1,453
shares
|
$960,026
0.78% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
1,452
shares
|
$959,365
0.07% of portfolio
|
Q2 2022
Reduced 14.94%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,452
shares
|
$959,365
0.31% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
1,452
shares
|
$959,365
0.13% of portfolio
|
Q2 2025
Added 138.42%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,450
shares
|
$958,044
0.37% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,449
shares
|
$957,383
0.09% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
1,447
shares
|
$956,061
0.49% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1,445
shares
|
$954,740
0.2% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,443
shares
|
$953,418
0.3% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
1,439
shares
|
$950,776
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
1,437
shares
|
$949,454
0.49% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,434
shares
|
$947,472
0.14% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
1,430
shares
|
$944,829
0.05% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
1,429
shares
|
$944,168
0.52% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
1,426
shares
|
$942,186
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
1,420
shares
|
$938,222
0.14% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
1,416
shares
|
$935,579
0.56% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
1,416
shares
|
$935,579
0.19% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
1,416
shares
|
$935,579
0.16% of portfolio
|
Q2 2021
Reduced 14.9%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
1,410
shares
|
$931,615
0.42% of portfolio
|
Q2 2025
Added 39.6%
|
|
|
Bennett Selby Investments LP
|
Jul 17, 2025 Q2 2025 |
1,408
shares
|
$930,293
0.31% of portfolio
|
Q1 2024
Added 1.88%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
1,403
shares
|
$926,990
0.13% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
1,403
shares
|
$926,990
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,403
shares
|
$926,990
0.35% of portfolio
|
Q2 2023
Reduced 3.44%
|