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 |
|---|---|---|---|---|---|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
495
shares
|
$327,056
0.03% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
495
shares
|
$327,056
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
495
shares
|
$327,056
0.15% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
494
shares
|
$326,395
0.05% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
493
shares
|
$325,734
0.02% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2025 Q2 2025 |
493
shares
|
$325,734
0.06% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
492
shares
|
$325,074
0.1% of portfolio
|
Q2 2025
Reduced 27.11%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
492
shares
|
$325,074
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
489
shares
|
$323,092
0.14% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
488
shares
|
$322,431
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
488
shares
|
$322,431
0.03% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
487
shares
|
$321,770
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
486
shares
|
$321,109
0.03% of portfolio
|
Q2 2025
Added 647.69%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jul 31, 2025 Q2 2025 |
485
shares
|
$320,449
0.09% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
484
shares
|
$319,788
0.16% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
483
shares
|
$319,127
0.08% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
483
shares
|
$319,127
0.03% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
482
shares
|
$318,467
0.18% of portfolio
|
Q2 2025
Added 38.11%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
481
shares
|
$317,806
0.19% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
480
shares
|
$317,145
0.27% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
479
shares
|
$316,484
0.17% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
477
shares
|
$315,163
0.25% of portfolio
|
Q2 2025
Reduced 58.49%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
477
shares
|
$315,163
0.18% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
474
shares
|
$313,181
0.13% of portfolio
|
Q2 2025
Reduced 13.66%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
474
shares
|
$313,181
0.25% of portfolio
|
Q2 2023
New holding
|