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 |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
853
shares
|
$563,594
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
849
shares
|
$560,951
0.1% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
848
shares
|
$560,290
0.2% of portfolio
|
Q4 2022
Added 4.56%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
847
shares
|
$559,629
0.13% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
844
shares
|
$557,647
0.03% of portfolio
|
Q2 2025
Added 23.39%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
841
shares
|
$555,665
0.0% of portfolio
|
Q2 2025
Reduced 44.45%
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
841
shares
|
$555,665
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
838
shares
|
$553,683
0.08% of portfolio
|
Q2 2025
Reduced 27.7%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
836
shares
|
$552,361
0.02% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
835
shares
|
$551,701
0.3% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
832
shares
|
$549,719
0.21% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
831
shares
|
$549,058
0.25% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
829
shares
|
$547,736
0.04% of portfolio
|
Q3 2024
Reduced 45.24%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
828
shares
|
$547,076
0.39% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
827
shares
|
$546,415
0.22% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
826
shares
|
$545,754
0.26% of portfolio
|
Q2 2025
Reduced 75.13%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
824
shares
|
$544,433
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
823
shares
|
$543,772
0.2% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Waverton Investment Management LTD
|
Aug 06, 2025 Q2 2025 |
820
shares
|
$541,790
0.01% of portfolio
|
Q2 2025
Added 27.13%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
819
shares
|
$541,129
0.82% of portfolio
|
Q4 2022
Reduced 44.89%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
818
shares
|
$540,468
0.36% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
815
shares
|
$538,486
0.03% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
815
shares
|
$538,486
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
813
shares
|
$537,165
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
810
shares
|
$535,183
0.14% of portfolio
|
Q2 2023
Added 22.73%
|