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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
246,516
shares
|
$163 Million
4.27% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
246,492
shares
|
$163 Million
11.59% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
241,695
shares
|
$160 Million
3.1% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Stairway Partners, LLC
|
Jul 03, 2025 Q2 2025 |
241,631
shares
|
$160 Million
8.62% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
241,147
shares
|
$159 Million
5.82% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
241,093
shares
|
$159 Million
26.65% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
240,710
shares
|
$159 Million
14.48% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
239,132
shares
|
$158 Million
18.24% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
235,233
shares
|
$155 Million
7.23% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
234,305
shares
|
$155 Million
15.84% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
232,356
shares
|
$154 Million
28.98% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
231,813
shares
|
$153 Million
0.29% of portfolio
|
Q2 2025
Added 1321.38%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
230,539
shares
|
$152 Million
5.27% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
228,552
shares
|
$151 Million
12.36% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
228,522
shares
|
$151 Million
11.22% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
225,781
shares
|
$149 Million
4.05% of portfolio
|
Q4 2023
New holding
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
225,722
shares
|
$149 Million
53.04% of portfolio
|
Q2 2025
Added 379.06%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
225,204
shares
|
$149 Million
36.92% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
224,994
shares
|
$149 Million
0.84% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
224,901
shares
|
$149 Million
39.85% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
224,736
shares
|
$148 Million
4.86% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
224,654
shares
|
$148 Million
11.44% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
224,050
shares
|
$148 Million
7.41% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
223,578
shares
|
$148 Million
3.23% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
222,315
shares
|
$147 Million
1.74% of portfolio
|
Q2 2025
Reduced 14.13%
|