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 |
|---|---|---|---|---|---|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
454
shares
|
$299,966
0.2% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
453
shares
|
$299,306
0.06% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
452
shares
|
$298,645
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
452
shares
|
$298,645
0.09% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Cv Advisors LLC
Aventura, FL |
Jul 25, 2025 Q2 2025 |
451
shares
|
$297,984
0.09% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
451
shares
|
$297,984
0.2% of portfolio
|
Q1 2024
Added 7.13%
|
|
|
Dock Street Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
450
shares
|
$297,324
0.03% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
450
shares
|
$297,324
0.09% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
450
shares
|
$297,324
0.05% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
450
shares
|
$297,324
0.16% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Aug 07, 2025 Q2 2025 |
450
shares
|
$297,324
0.2% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
449
shares
|
$296,663
0.1% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
449
shares
|
$296,663
0.21% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
449
shares
|
$296,663
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
448
shares
|
$296,002
0.22% of portfolio
|
Q2 2025
Reduced 17.19%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
446
shares
|
$294,681
0.25% of portfolio
|
Q2 2025
Added 168.67%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
445
shares
|
$294,020
0.13% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
444
shares
|
$293,359
0.01% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
444
shares
|
$293,359
0.05% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
443
shares
|
$292,698
0.03% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
442
shares
|
$292,038
0.06% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
442
shares
|
$292,038
0.23% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
442
shares
|
$292,038
0.15% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
440
shares
|
$290,716
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
439
shares
|
$290,056
0.28% of portfolio
|
Q4 2024
New holding
|