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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
1,115
shares
|
$736,702
0.34% of portfolio
|
Q2 2025
Added 96.3%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
1,113
shares
|
$735,381
0.06% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,113
shares
|
$735,381
0.21% of portfolio
|
Q1 2025
Added 47.42%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,109
shares
|
$732,738
0.1% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
1,109
shares
|
$732,738
0.14% of portfolio
|
Q2 2025
Reduced 31.54%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,109
shares
|
$732,738
0.2% of portfolio
|
Q2 2025
Added 32.81%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,109
shares
|
$732,738
0.26% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
1,109
shares
|
$732,738
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,107
shares
|
$731,417
0.47% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,107
shares
|
$731,417
0.33% of portfolio
|
Q2 2025
Reduced 49.22%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
1,106
shares
|
$730,756
0.09% of portfolio
|
Q2 2025
Added 18.8%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
1,106
shares
|
$730,756
0.5% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
1,105
shares
|
$730,095
0.32% of portfolio
|
Q2 2025
Added 190.79%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
1,099
shares
|
$726,131
0.55% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
1,098
shares
|
$725,470
0.39% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
1,097
shares
|
$724,809
0.3% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
1,089
shares
|
$719,524
0.24% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
1,085
shares
|
$716,881
0.0% of portfolio
|
Q2 2025
Added 19.63%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
1,083
shares
|
$715,559
0.21% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
1,082
shares
|
$714,899
0.32% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
1,081
shares
|
$714,238
0.26% of portfolio
|
Q4 2024
Reduced 74.2%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,081
shares
|
$714,238
0.09% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,080
shares
|
$713,577
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
1,079
shares
|
$712,916
0.26% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,078
shares
|
$712,256
0.19% of portfolio
|
Q2 2025
Added 55.33%
|