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 |
---|---|---|---|---|---|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,281
shares
|
$846,382
0.08% of portfolio
|
Q2 2025
Added 0.16%
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,278
shares
|
$844,400
0.3% of portfolio
|
Q2 2022
Reduced 1.31%
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
1,274
shares
|
$841,757
0.22% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
1,269
shares
|
$838,453
0.19% of portfolio
|
Q2 2024
Added 17.94%
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
1,269
shares
|
$838,453
0.28% of portfolio
|
Q2 2025
Added 4.27%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
1,269
shares
|
$838,453
0.35% of portfolio
|
Q2 2025
Added 5.66%
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,268
shares
|
$837,792
0.87% of portfolio
|
Q3 2023
Reduced 34.03%
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
1,267
shares
|
$837,132
0.24% of portfolio
|
Q2 2025
Added 66.93%
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
1,264
shares
|
$835,150
0.08% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
1,263
shares
|
$834,489
0.63% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
1,262
shares
|
$833,828
0.04% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
1,262
shares
|
$833,828
0.13% of portfolio
|
Q2 2025
Added 2.85%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
1,256
shares
|
$829,864
0.1% of portfolio
|
Q2 2025
Added 0.08%
|
|
Tenon Financial LLC
Metuchen, NJ |
Jul 15, 2025 Q2 2025 |
1,252
shares
|
$827,221
0.34% of portfolio
|
Q2 2025
Added 0.56%
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
1,251
shares
|
$826,560
2.45% of portfolio
|
Q3 2023
Reduced 5.66%
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
1,251
shares
|
$826,560
0.15% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
1,250
shares
|
$825,900
0.58% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,244
shares
|
$821,935
0.3% of portfolio
|
Q1 2023
Reduced 4.09%
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
1,244
shares
|
$821,935
0.28% of portfolio
|
Q2 2025
Reduced 50.46%
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,243
shares
|
$821,274
0.08% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,239
shares
|
$818,632
0.21% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
1,239
shares
|
$818,632
0.27% of portfolio
|
Q3 2022
Reduced 8.22%
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
1,237
shares
|
$817,310
0.22% of portfolio
|
Q2 2025
Reduced 29.72%
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
1,234
shares
|
$815,328
0.16% of portfolio
|
Q1 2025
Added 1.98%
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
1,234
shares
|
$815,328
0.34% of portfolio
|
Q1 2025
Added 9.88%
|