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 |
|---|---|---|---|---|---|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
598
shares
|
$395,110
0.1% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
597
shares
|
$394,449
0.02% of portfolio
|
Q3 2022
Reduced 33.22%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
596
shares
|
$393,789
0.25% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
595
shares
|
$393,128
0.07% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
594
shares
|
$392,467
0.12% of portfolio
|
Q4 2024
Reduced 96.07%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
594
shares
|
$392,467
0.05% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
593
shares
|
$391,806
0.22% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
593
shares
|
$391,806
0.07% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
591
shares
|
$390,485
0.06% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
591
shares
|
$390,485
0.14% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
590
shares
|
$389,824
0.15% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
590
shares
|
$389,824
0.15% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
589
shares
|
$389,164
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
589
shares
|
$389,164
0.09% of portfolio
|
Q2 2024
Added 10.09%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
589
shares
|
$389,164
0.21% of portfolio
|
Q1 2025
Reduced 41.8%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
588
shares
|
$388,503
0.07% of portfolio
|
Q2 2024
Added 11.36%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
588
shares
|
$388,503
0.19% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
587
shares
|
$387,842
0.15% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
586
shares
|
$387,181
0.08% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
586
shares
|
$387,181
0.11% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
585
shares
|
$386,521
0.05% of portfolio
|
Q3 2024
Reduced 70.63%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
585
shares
|
$386,521
0.27% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
584
shares
|
$385,860
0.1% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
584
shares
|
$385,860
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
584
shares
|
$385,860
0.1% of portfolio
|
Q4 2024
Reduced 5.35%
|