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 |
|---|---|---|---|---|---|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
540
shares
|
$343,661
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
539
shares
|
$343,024
0.09% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
538
shares
|
$342,388
0.16% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
537
shares
|
$341,752
0.09% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
536
shares
|
$341,115
0.04% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
535
shares
|
$340,479
0.2% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
534
shares
|
$339,842
0.16% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jul 15, 2025 Q1 2025 |
533
shares
|
$339,206
0.1% of portfolio
|
Q1 2025
Reduced 23.42%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
533
shares
|
$339,206
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
533
shares
|
$339,206
0.61% of portfolio
|
Q2 2025
Added 25.41%
|
|
|
Soros Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
532
shares
|
$338,570
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Apr 14, 2025 Q1 2025 |
530
shares
|
$337,297
0.19% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
530
shares
|
$337,297
0.26% of portfolio
|
Q1 2025
Reduced 30.54%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
529
shares
|
$336,660
0.26% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
528
shares
|
$336,024
0.04% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
525
shares
|
$334,115
0.24% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
524
shares
|
$333,478
0.21% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
522
shares
|
$332,206
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
521
shares
|
$331,569
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
520
shares
|
$330,933
0.06% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
518
shares
|
$329,660
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
518
shares
|
$329,660
0.2% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
515
shares
|
$327,751
0.1% of portfolio
|
Q2 2025
Reduced 18.64%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
514
shares
|
$327,114
0.04% of portfolio
|
Q2 2025
Reduced 28.91%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
514
shares
|
$327,114
0.12% of portfolio
|
Q1 2025
Reduced 0.96%
|