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 |
|---|---|---|---|---|---|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
619
shares
|
$408,985
0.25% of portfolio
|
Q3 2022
Added 1.48%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
618
shares
|
$408,324
0.11% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
618
shares
|
$408,324
0.16% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
616
shares
|
$407,003
0.29% of portfolio
|
Q2 2025
Reduced 26.93%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
614
shares
|
$405,682
0.15% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
614
shares
|
$405,682
0.22% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
613
shares
|
$405,021
0.35% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
613
shares
|
$405,021
0.25% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jul 25, 2025 Q2 2025 |
612
shares
|
$404,360
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
612
shares
|
$404,360
0.14% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
611
shares
|
$403,699
0.22% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
611
shares
|
$403,699
0.07% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
606
shares
|
$400,396
0.17% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
606
shares
|
$400,396
0.17% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
605
shares
|
$399,735
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Aug 13, 2025 Q2 2025 |
605
shares
|
$399,735
0.12% of portfolio
|
Q2 2024
Added 9.01%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
605
shares
|
$399,735
0.15% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
604
shares
|
$399,074
0.17% of portfolio
|
Q4 2024
Added 18.9%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
602
shares
|
$397,753
0.13% of portfolio
|
Q2 2023
Reduced 4.14%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
602
shares
|
$397,753
0.1% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
601
shares
|
$397,092
0.32% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
600
shares
|
$396,432
0.12% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
600
shares
|
$396,432
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank Of Raymore
|
Jul 29, 2025 Q2 2025 |
600
shares
|
$396,432
0.28% of portfolio
|
Q3 2020
New holding
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
599
shares
|
$395,771
0.12% of portfolio
|
Q2 2025
New holding
|