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 |
|---|---|---|---|---|---|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
473
shares
|
$312,520
0.09% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
473
shares
|
$312,520
0.05% of portfolio
|
Q2 2025
Reduced 47.15%
|
|
|
Ht Partners LLC
|
Jul 21, 2025 Q2 2025 |
468
shares
|
$309,216
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
468
shares
|
$309,216
0.11% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
467
shares
|
$308,556
0.05% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
466
shares
|
$307,895
0.13% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
466
shares
|
$307,895
0.13% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
464
shares
|
$306,574
0.07% of portfolio
|
Q2 2025
Added 19.59%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
464
shares
|
$306,574
0.21% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
464
shares
|
$306,574
0.13% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Mount Vernon Associates Inc
|
Jul 22, 2025 Q2 2025 |
463
shares
|
$305,913
0.22% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
463
shares
|
$305,913
0.11% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
463
shares
|
$305,913
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
463
shares
|
$305,913
0.23% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Aug 25, 2025 Q2 2025 |
462
shares
|
$305,252
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
461
shares
|
$304,591
0.05% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
460
shares
|
$303,931
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
459
shares
|
$303,270
0.1% of portfolio
|
Q1 2025
Added 35.0%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
458
shares
|
$302,609
0.16% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Jul 28, 2025 Q2 2025 |
458
shares
|
$302,609
0.12% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
456
shares
|
$301,288
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
456
shares
|
$301,288
0.19% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
456
shares
|
$301,288
0.19% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
455
shares
|
$300,627
0.1% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
454
shares
|
$299,966
0.08% of portfolio
|
Q2 2025
Reduced 17.15%
|