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 3,958 institutions that hold shares in the stock, with a total of 815 Million shares, which have been reported (via 13F filing form) to have a value of $518 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
600
shares
|
$381,846
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
600
shares
|
$381,846
0.28% of portfolio
|
Q3 2020
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
600
shares
|
$381,846
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
597
shares
|
$379,936
0.02% of portfolio
|
Q3 2022
Reduced 33.22%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
596
shares
|
$379,300
0.28% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
594
shares
|
$378,027
0.1% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
594
shares
|
$378,027
0.12% of portfolio
|
Q4 2024
Reduced 96.07%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
593
shares
|
$377,391
0.07% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
593
shares
|
$377,391
0.21% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
593
shares
|
$377,391
0.25% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
590
shares
|
$375,481
0.15% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
589
shares
|
$374,845
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
589
shares
|
$374,845
0.09% of portfolio
|
Q2 2024
Added 10.09%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
589
shares
|
$374,845
0.11% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
589
shares
|
$374,845
0.13% of portfolio
|
Q1 2025
Added 47.99%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
589
shares
|
$374,845
0.21% of portfolio
|
Q1 2025
Reduced 41.8%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
588
shares
|
$374,209
0.07% of portfolio
|
Q2 2024
Added 11.36%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
588
shares
|
$374,209
0.19% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
586
shares
|
$372,936
0.08% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
586
shares
|
$372,936
0.11% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
585
shares
|
$372,299
0.04% of portfolio
|
Q3 2024
Reduced 70.63%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
584
shares
|
$371,663
0.1% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
584
shares
|
$371,663
0.06% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
582
shares
|
$370,390
0.04% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
582
shares
|
$370,390
0.15% of portfolio
|
Q3 2024
Reduced 16.86%
|