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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
438
shares
|
$289,395
0.19% of portfolio
|
Q4 2024
Reduced 80.79%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
438
shares
|
$289,395
0.07% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
438
shares
|
$289,395
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
436
shares
|
$288,073
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
436
shares
|
$288,073
0.08% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
436
shares
|
$288,073
0.18% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
435
shares
|
$287,413
0.09% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
435
shares
|
$287,413
0.32% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
434
shares
|
$286,752
0.17% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
433
shares
|
$286,091
0.03% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
433
shares
|
$286,091
0.05% of portfolio
|
Q4 2023
Reduced 17.99%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
431
shares
|
$284,770
0.1% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
430
shares
|
$284,109
0.15% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Aug 12, 2025 Q2 2025 |
428
shares
|
$282,788
0.42% of portfolio
|
Q2 2025
Reduced 35.15%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
428
shares
|
$282,788
0.01% of portfolio
|
Q2 2024
Reduced 58.0%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
428
shares
|
$282,788
0.13% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
426
shares
|
$281,466
0.03% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
426
shares
|
$281,466
0.2% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
424
shares
|
$280,145
0.13% of portfolio
|
Q4 2023
Reduced 31.39%
|
|
|
Define Financial, LLC
San Diego, CA |
Jul 15, 2025 Q2 2025 |
424
shares
|
$280,145
0.17% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
423
shares
|
$279,484
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
422
shares
|
$278,823
0.06% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
422
shares
|
$278,823
0.24% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
422
shares
|
$278,823
0.19% of portfolio
|
Q2 2025
Reduced 28.35%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
421
shares
|
$278,163
0.05% of portfolio
|
Q1 2025
New holding
|