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 |
|---|---|---|---|---|---|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
538
shares
|
$355,467
0.16% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
538
shares
|
$355,467
0.16% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
536
shares
|
$354,145
0.04% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
535
shares
|
$353,485
0.2% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
535
shares
|
$353,485
0.2% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
534
shares
|
$352,824
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
533
shares
|
$352,163
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
533
shares
|
$352,163
0.61% of portfolio
|
Q2 2025
Added 25.41%
|
|
|
Soros Capital Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
532
shares
|
$351,503
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Aug 11, 2025 Q2 2025 |
530
shares
|
$350,181
0.14% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
530
shares
|
$350,181
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
|
$349,520
0.26% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
526
shares
|
$347,538
0.03% of portfolio
|
Q2 2025
Reduced 25.81%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
523
shares
|
$345,556
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Aug 05, 2025 Q2 2025 |
521
shares
|
$344,235
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
518
shares
|
$342,252
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
518
shares
|
$342,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
518
shares
|
$342,252
0.2% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
515
shares
|
$340,270
0.19% of portfolio
|
Q2 2025
Reduced 88.65%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
515
shares
|
$340,270
0.1% of portfolio
|
Q2 2025
Reduced 18.64%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
515
shares
|
$340,270
0.08% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
514
shares
|
$339,610
0.04% of portfolio
|
Q2 2025
Reduced 28.91%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
514
shares
|
$339,610
0.12% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
514
shares
|
$339,610
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
513
shares
|
$338,949
0.12% of portfolio
|
Q2 2025
Added 5.12%
|