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 3,961 institutions that hold shares in the stock, with a total of 814 Million shares, which have been reported (via 13F filing form) to have a value of $518 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
232,095
shares
|
$148 Million
24.43% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
229,888
shares
|
$146 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
228,552
shares
|
$145 Million
12.36% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
228,522
shares
|
$145 Million
11.22% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
227,933
shares
|
$145 Million
6.51% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
225,781
shares
|
$144 Million
4.05% of portfolio
|
Q4 2023
New holding
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
225,722
shares
|
$144 Million
53.04% of portfolio
|
Q2 2025
Added 379.06%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
225,656
shares
|
$144 Million
1.29% of portfolio
|
Q1 2025
Added 27.06%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
225,204
shares
|
$143 Million
36.92% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
224,901
shares
|
$143 Million
39.85% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
224,831
shares
|
$143 Million
7.3% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
224,772
shares
|
$143 Million
17.22% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
224,654
shares
|
$143 Million
11.44% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
224,619
shares
|
$143 Million
47.98% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
223,777
shares
|
$142 Million
4.69% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
223,053
shares
|
$142 Million
0.38% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
223,051
shares
|
$142 Million
4.67% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
219,243
shares
|
$140 Million
3.4% of portfolio
|
Q4 2023
Added 9.72%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
219,209
shares
|
$140 Million
1.86% of portfolio
|
Q2 2025
Reduced 23.38%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
218,729
shares
|
$139 Million
29.7% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
215,939
shares
|
$137 Million
7.86% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Rptc Inc.
Jackson, WY |
May 14, 2025 Q1 2025 |
215,496
shares
|
$137 Million
24.4% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
214,439
shares
|
$136 Million
2.41% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
212,110
shares
|
$135 Million
1.49% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
211,613
shares
|
$135 Million
7.9% of portfolio
|
Q4 2024
Added 6.29%
|