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 |
|---|---|---|---|---|---|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
773
shares
|
$510,736
0.26% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
773
shares
|
$510,736
0.09% of portfolio
|
Q2 2025
Added 23.48%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
773
shares
|
$510,736
0.06% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
770
shares
|
$508,754
5.01% of portfolio
|
Q1 2024
Reduced 99.07%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
770
shares
|
$508,754
0.24% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
767
shares
|
$506,772
0.11% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
766
shares
|
$506,111
0.06% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
766
shares
|
$506,111
0.09% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
765
shares
|
$505,450
0.79% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
765
shares
|
$505,450
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
765
shares
|
$505,450
0.44% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
763
shares
|
$504,129
0.04% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
760
shares
|
$502,147
0.06% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
760
shares
|
$502,147
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
758
shares
|
$500,825
0.19% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
758
shares
|
$500,825
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
757
shares
|
$500,165
0.53% of portfolio
|
Q3 2022
Reduced 3.44%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
755
shares
|
$498,843
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
754
shares
|
$498,182
0.4% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
753
shares
|
$497,522
0.31% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
751
shares
|
$496,200
1.68% of portfolio
|
Q3 2022
Reduced 91.96%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
750
shares
|
$495,540
0.15% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
750
shares
|
$495,540
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
749
shares
|
$494,879
0.25% of portfolio
|
Q1 2025
Reduced 19.55%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
748
shares
|
$494,218
0.19% of portfolio
|
Q2 2022
Added 619.23%
|