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 |
|---|---|---|---|---|---|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
584
shares
|
$385,860
0.06% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
583
shares
|
$385,199
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
582
shares
|
$384,539
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
581
shares
|
$383,878
0.14% of portfolio
|
Q2 2025
Reduced 51.05%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
581
shares
|
$383,878
0.07% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
580
shares
|
$383,217
0.11% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
579
shares
|
$382,556
0.34% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
578
shares
|
$381,896
0.09% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jul 18, 2025 Q2 2025 |
578
shares
|
$381,896
0.31% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Aug 08, 2025 Q2 2025 |
577
shares
|
$381,235
0.24% of portfolio
|
Q2 2025
Reduced 27.24%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
577
shares
|
$381,235
0.17% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 08, 2025 Q2 2025 |
576
shares
|
$380,574
0.62% of portfolio
|
Q2 2025
Reduced 15.54%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
575
shares
|
$379,914
0.18% of portfolio
|
Q2 2025
Added 41.98%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
575
shares
|
$379,914
0.31% of portfolio
|
Q4 2021
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
572
shares
|
$377,931
0.1% of portfolio
|
Q2 2025
Added 357.6%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
571
shares
|
$377,271
0.04% of portfolio
|
Q2 2025
Added 15.82%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
571
shares
|
$377,271
0.07% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
571
shares
|
$377,271
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
570
shares
|
$376,610
0.19% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
568
shares
|
$375,288
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
567
shares
|
$374,628
0.09% of portfolio
|
Q2 2025
Added 503.19%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
566
shares
|
$373,967
0.17% of portfolio
|
Q3 2024
Added 50.93%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
566
shares
|
$373,967
0.02% of portfolio
|
Q3 2024
Reduced 58.57%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
564
shares
|
$372,646
0.03% of portfolio
|
Q2 2025
Added 623.08%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
563
shares
|
$371,985
0.06% of portfolio
|
Q2 2025
Reduced 10.21%
|