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 |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
943
shares
|
$623,058
0.16% of portfolio
|
Q1 2025
Reduced 19.33%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
942
shares
|
$622,398
0.14% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
938
shares
|
$619,755
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
937
shares
|
$619,094
0.21% of portfolio
|
Q1 2023
Reduced 2.5%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
935
shares
|
$617,773
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
934
shares
|
$617,112
0.11% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jul 25, 2025 Q2 2025 |
934
shares
|
$617,112
0.43% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
933
shares
|
$616,451
0.09% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
931
shares
|
$615,130
0.34% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
931
shares
|
$615,130
0.27% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
930
shares
|
$614,469
0.05% of portfolio
|
Q1 2025
Added 25.34%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
930
shares
|
$614,469
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
930
shares
|
$614,469
0.34% of portfolio
|
Q2 2025
Reduced 55.2%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
930
shares
|
$614,469
0.17% of portfolio
|
Q2 2025
Added 57.89%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
930
shares
|
$614,469
0.5% of portfolio
|
Q2 2025
Reduced 34.65%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
928
shares
|
$613,148
1.81% of portfolio
|
Q4 2023
Reduced 42.65%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
927
shares
|
$612,487
0.2% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
925
shares
|
$611,166
0.03% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
925
shares
|
$611,166
0.01% of portfolio
|
Q1 2025
Added 32.9%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
924
shares
|
$610,505
0.1% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
922
shares
|
$609,183
0.87% of portfolio
|
Q2 2025
Reduced 28.75%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
918
shares
|
$606,540
0.22% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
918
shares
|
$606,540
0.3% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
917
shares
|
$605,880
0.5% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
917
shares
|
$605,880
0.47% of portfolio
|
Q2 2025
Reduced 18.05%
|