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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
196,325
shares
|
$130 Million
2.94% of portfolio
|
Q2 2025
Reduced 54.07%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
194,907
shares
|
$129 Million
22.45% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
194,485
shares
|
$129 Million
3.37% of portfolio
|
Q1 2023
Added 3.45%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
192,841
shares
|
$127 Million
1.66% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
192,613
shares
|
$127 Million
23.13% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
190,788
shares
|
$126 Million
3.18% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
189,675
shares
|
$125 Million
0.1% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
189,448
shares
|
$125 Million
7.85% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
188,694
shares
|
$125 Million
1.49% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
188,440
shares
|
$125 Million
17.95% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
188,412
shares
|
$124 Million
29.79% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
186,655
shares
|
$123 Million
2.65% of portfolio
|
Q2 2025
Added 136.03%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
186,231
shares
|
$123 Million
16.08% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
185,800
shares
|
$123 Million
2.11% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
184,930
shares
|
$122 Million
3.62% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
184,523
shares
|
$122 Million
3.0% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
183,719
shares
|
$121 Million
34.72% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
183,612
shares
|
$121 Million
2.73% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
183,590
shares
|
$121 Million
6.44% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
182,591
shares
|
$121 Million
5.51% of portfolio
|
Q2 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
181,892
shares
|
$120 Million
7.77% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
180,078
shares
|
$119 Million
36.04% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
178,759
shares
|
$118 Million
0.76% of portfolio
|
Q2 2025
Added 104.28%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
177,264
shares
|
$117 Million
0.06% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
177,199
shares
|
$117 Million
0.64% of portfolio
|
Q2 2025
Added 34.38%
|