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 |
|---|---|---|---|---|---|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
917
shares
|
$605,880
0.55% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
915
shares
|
$604,558
0.04% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
915
shares
|
$604,558
0.4% of portfolio
|
Q2 2025
Added 54.3%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
914
shares
|
$603,898
0.34% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
913
shares
|
$603,237
0.14% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
913
shares
|
$603,237
0.18% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
912
shares
|
$602,576
0.31% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
910
shares
|
$601,255
0.21% of portfolio
|
Q2 2025
Added 115.13%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
908
shares
|
$599,933
0.2% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
908
shares
|
$599,933
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
906
shares
|
$598,612
0.08% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
903
shares
|
$596,630
0.06% of portfolio
|
Q4 2024
Added 58.14%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
903
shares
|
$596,630
0.1% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
902
shares
|
$595,969
0.5% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
900
shares
|
$594,648
0.25% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
900
shares
|
$594,648
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
898
shares
|
$593,326
0.11% of portfolio
|
Q3 2022
Reduced 18.44%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
894
shares
|
$590,683
0.03% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
892
shares
|
$589,362
0.19% of portfolio
|
Q1 2025
Reduced 44.39%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
892
shares
|
$589,362
0.44% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
889
shares
|
$587,380
0.12% of portfolio
|
Q2 2024
Added 33.68%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
888
shares
|
$586,719
0.13% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
888
shares
|
$586,719
0.13% of portfolio
|
Q2 2025
Reduced 39.41%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
888
shares
|
$586,719
0.38% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
887
shares
|
$586,058
0.14% of portfolio
|
Q4 2024
Reduced 4.93%
|