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 |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
887
shares
|
$586,058
0.27% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
886
shares
|
$585,397
0.29% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
886
shares
|
$585,397
0.23% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
884
shares
|
$584,076
0.03% of portfolio
|
Q3 2023
Reduced 1.56%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
882
shares
|
$582,755
0.16% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
880
shares
|
$581,433
0.09% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
879
shares
|
$580,772
0.04% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
878
shares
|
$580,112
0.19% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
877
shares
|
$579,451
0.01% of portfolio
|
Q2 2025
Reduced 49.66%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
875
shares
|
$578,130
0.13% of portfolio
|
Q2 2025
Reduced 29.78%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
871
shares
|
$575,487
0.27% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
870
shares
|
$574,826
0.09% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
869
shares
|
$574,165
0.25% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
867
shares
|
$572,844
0.24% of portfolio
|
Q2 2025
Added 52.64%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 12, 2025 Q2 2025 |
866
shares
|
$572,183
6.07% of portfolio
|
Q2 2025
Reduced 90.6%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
866
shares
|
$572,183
0.39% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
865
shares
|
$571,522
0.06% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Jul 10, 2025 Q2 2025 |
864
shares
|
$570,862
0.45% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
863
shares
|
$570,201
0.15% of portfolio
|
Q2 2025
Added 52.47%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
861
shares
|
$568,879
0.09% of portfolio
|
Q2 2025
Reduced 61.34%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
860
shares
|
$568,219
0.14% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
860
shares
|
$568,219
0.11% of portfolio
|
Q2 2025
Added 306.74%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
857
shares
|
$566,237
0.41% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
854
shares
|
$564,254
0.15% of portfolio
|
Q2 2025
Reduced 45.67%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
854
shares
|
$564,254
0.12% of portfolio
|
Q4 2024
Reduced 37.21%
|