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 |
|---|---|---|---|---|---|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
717
shares
|
$473,736
0.09% of portfolio
|
Q2 2025
Reduced 20.07%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
717
shares
|
$473,736
0.15% of portfolio
|
Q1 2023
Reduced 51.85%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
715
shares
|
$472,414
0.45% of portfolio
|
Q2 2025
Added 5400.0%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
713
shares
|
$471,093
0.15% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
712
shares
|
$470,432
0.12% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
711
shares
|
$469,771
0.17% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
709
shares
|
$468,450
0.18% of portfolio
|
Q2 2024
Reduced 17.35%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
707
shares
|
$467,129
0.19% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
706
shares
|
$466,468
0.09% of portfolio
|
Q2 2025
Reduced 38.23%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Jul 28, 2025 Q2 2025 |
706
shares
|
$466,468
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
705
shares
|
$465,807
0.24% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jul 30, 2025 Q2 2025 |
705
shares
|
$465,807
0.23% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
703
shares
|
$464,486
0.07% of portfolio
|
Q4 2021
Reduced 74.14%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
701
shares
|
$463,164
0.08% of portfolio
|
Q2 2025
Reduced 77.0%
|
|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
700
shares
|
$462,504
0.13% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
699
shares
|
$461,843
0.21% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
696
shares
|
$459,861
0.29% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
695
shares
|
$459,200
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
694
shares
|
$458,539
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
693
shares
|
$457,878
0.06% of portfolio
|
Q2 2025
Reduced 36.31%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
691
shares
|
$456,557
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
691
shares
|
$456,557
0.24% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
691
shares
|
$456,557
0.27% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
691
shares
|
$456,557
0.27% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
690
shares
|
$455,896
0.03% of portfolio
|
Q1 2025
Reduced 30.44%
|