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 |
|---|---|---|---|---|---|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
993
shares
|
$656,094
0.11% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
992
shares
|
$655,434
0.16% of portfolio
|
Q2 2025
Added 101.63%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
991
shares
|
$654,773
0.43% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
988
shares
|
$652,791
0.28% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
987
shares
|
$652,130
0.01% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
987
shares
|
$652,130
0.39% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
986
shares
|
$651,469
0.44% of portfolio
|
Q3 2022
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
986
shares
|
$651,469
0.17% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
986
shares
|
$651,469
0.32% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Cypress Capital, LLC
|
Aug 07, 2025 Q2 2025 |
985
shares
|
$650,809
0.18% of portfolio
|
Q4 2024
Reduced 90.34%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
983
shares
|
$649,487
0.22% of portfolio
|
Q2 2025
Reduced 31.11%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
982
shares
|
$648,827
0.04% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
980
shares
|
$647,505
0.3% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
972
shares
|
$642,219
0.47% of portfolio
|
Q2 2025
Added 38.26%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
967
shares
|
$638,916
0.4% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
965
shares
|
$637,594
0.47% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
962
shares
|
$635,612
0.02% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
961
shares
|
$634,951
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
961
shares
|
$634,951
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
958
shares
|
$632,969
0.18% of portfolio
|
Q2 2025
Reduced 34.83%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
955
shares
|
$630,987
0.14% of portfolio
|
Q2 2025
Reduced 43.29%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
948
shares
|
$626,362
0.02% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
947
shares
|
$625,701
0.13% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
947
shares
|
$625,701
0.1% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
944
shares
|
$623,719
0.18% of portfolio
|
Q1 2025
Reduced 0.94%
|