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 |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
563
shares
|
$371,985
0.19% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
563
shares
|
$371,985
0.29% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
563
shares
|
$371,985
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
559
shares
|
$369,342
0.22% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
558
shares
|
$368,681
0.0% of portfolio
|
Q3 2024
Reduced 87.55%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
557
shares
|
$368,021
0.24% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
556
shares
|
$367,360
0.04% of portfolio
|
Q3 2024
Added 41.12%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
555
shares
|
$366,699
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Impac Tfolio, LLC
|
Jul 10, 2025 Q2 2025 |
552
shares
|
$364,717
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
551
shares
|
$364,056
0.19% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
550
shares
|
$363,396
0.18% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
550
shares
|
$363,396
0.05% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
548
shares
|
$362,074
0.09% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
548
shares
|
$362,074
0.31% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
548
shares
|
$362,074
0.14% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
546
shares
|
$360,753
0.05% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
544
shares
|
$359,431
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
544
shares
|
$359,431
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
543
shares
|
$358,770
0.19% of portfolio
|
Q3 2024
Added 46.36%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
542
shares
|
$358,110
0.05% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
542
shares
|
$358,110
0.06% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
541
shares
|
$357,449
0.04% of portfolio
|
Q1 2023
Added 0.93%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Jul 30, 2025 Q2 2025 |
541
shares
|
$357,449
0.18% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Aug 05, 2025 Q2 2025 |
540
shares
|
$356,788
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
539
shares
|
$356,128
0.06% of portfolio
|
Q2 2025
Reduced 22.22%
|