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 |
|---|---|---|---|---|---|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
808
shares
|
$533,861
0.15% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
804
shares
|
$531,218
0.2% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
802
shares
|
$529,897
0.32% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
802
shares
|
$529,897
0.42% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
800
shares
|
$528,576
0.05% of portfolio
|
Q4 2024
Added 80.59%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
800
shares
|
$528,576
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
797
shares
|
$526,593
0.31% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
796
shares
|
$525,933
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
794
shares
|
$524,611
0.26% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Trevian Wealth Management LLC
|
Jul 24, 2025 Q2 2025 |
791
shares
|
$522,629
0.3% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
789
shares
|
$521,308
0.19% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
789
shares
|
$521,308
0.24% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
789
shares
|
$521,308
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
788
shares
|
$520,647
0.31% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
787
shares
|
$519,986
0.34% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
786
shares
|
$519,325
0.08% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
785
shares
|
$518,665
0.17% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
779
shares
|
$514,700
0.1% of portfolio
|
Q1 2024
Reduced 5.58%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
778
shares
|
$514,040
0.05% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
777
shares
|
$513,379
0.12% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Aug 07, 2025 Q2 2025 |
777
shares
|
$513,379
0.5% of portfolio
|
Q2 2025
Reduced 16.36%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
776
shares
|
$512,718
0.42% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
776
shares
|
$512,718
0.07% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
775
shares
|
$512,058
0.05% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
775
shares
|
$512,058
0.05% of portfolio
|
Q1 2025
Reduced 2.76%
|