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 |
|---|---|---|---|---|---|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
513
shares
|
$338,949
0.33% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
513
shares
|
$338,949
0.13% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Armstrong Henry H Associates Inc
|
Jul 07, 2025 Q2 2025 |
512
shares
|
$338,288
0.03% of portfolio
|
Q4 2024
Reduced 46.22%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
512
shares
|
$338,288
0.09% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
512
shares
|
$338,288
0.04% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
512
shares
|
$338,288
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
510
shares
|
$336,967
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
509
shares
|
$336,306
0.07% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
509
shares
|
$336,306
0.18% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
508
shares
|
$335,645
0.03% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
506
shares
|
$334,324
0.14% of portfolio
|
Q2 2024
Reduced 22.03%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
505
shares
|
$333,663
0.09% of portfolio
|
Q2 2025
Reduced 67.69%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
504
shares
|
$333,002
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Schulhoff & CO Inc
|
Jul 30, 2025 Q2 2025 |
502
shares
|
$331,681
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Aug 06, 2025 Q2 2025 |
502
shares
|
$331,681
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Aug 27, 2025 Q2 2025 |
502
shares
|
$331,681
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
501
shares
|
$331,020
0.03% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$330,360
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
500
shares
|
$330,360
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$330,360
0.23% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
500
shares
|
$330,360
0.21% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
498
shares
|
$329,038
0.28% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
497
shares
|
$328,377
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
496
shares
|
$327,717
0.01% of portfolio
|
Q1 2023
Reduced 9.16%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
495
shares
|
$327,056
0.09% of portfolio
|
Q4 2024
Reduced 2.75%
|