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 |
|---|---|---|---|---|---|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
559
shares
|
$355,753
0.22% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
558
shares
|
$355,116
0.0% of portfolio
|
Q3 2024
Reduced 87.55%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
556
shares
|
$353,843
0.04% of portfolio
|
Q3 2024
Added 41.12%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
556
shares
|
$353,843
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
555
shares
|
$353,207
5.35% of portfolio
|
Q1 2025
Added 4169.23%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
554
shares
|
$352,571
0.33% of portfolio
|
Q1 2025
Reduced 83.76%
|
|
|
Impac Tfolio, LLC
|
Jul 10, 2025 Q2 2025 |
552
shares
|
$351,298
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
552
shares
|
$351,298
0.01% of portfolio
|
Q1 2025
Added 33.01%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
550
shares
|
$350,025
0.18% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
550
shares
|
$350,025
0.05% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
549
shares
|
$349,389
0.15% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
548
shares
|
$348,752
0.1% of portfolio
|
Q1 2025
Reduced 16.72%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
548
shares
|
$348,752
0.31% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
548
shares
|
$348,752
0.14% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Carroll Investors, Inc
|
May 13, 2025 Q1 2025 |
547
shares
|
$348,116
0.2% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
546
shares
|
$347,479
0.05% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
545
shares
|
$346,843
0.16% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
545
shares
|
$346,843
0.27% of portfolio
|
Q1 2025
Reduced 31.62%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
544
shares
|
$346,207
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
544
shares
|
$346,207
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
543
shares
|
$345,570
0.18% of portfolio
|
Q3 2024
Added 46.36%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
542
shares
|
$344,934
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
541
shares
|
$344,297
0.04% of portfolio
|
Q1 2023
Added 0.93%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
541
shares
|
$344,297
0.25% of portfolio
|
Q1 2025
Added 23.8%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
540
shares
|
$343,661
0.05% of portfolio
|
Q1 2025
New holding
|