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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
421
shares
|
$278,163
0.15% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
421
shares
|
$278,163
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
420
shares
|
$277,502
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
420
shares
|
$277,502
0.18% of portfolio
|
Q2 2025
Reduced 31.71%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
420
shares
|
$277,502
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
419
shares
|
$276,841
0.03% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
418
shares
|
$276,180
0.05% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
418
shares
|
$276,180
0.05% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
417
shares
|
$275,520
0.06% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
416
shares
|
$274,859
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
415
shares
|
$274,198
0.08% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
415
shares
|
$274,198
0.07% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
415
shares
|
$274,198
0.13% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
415
shares
|
$274,198
0.12% of portfolio
|
Q2 2025
Added 16.25%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
414
shares
|
$273,538
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
413
shares
|
$272,877
0.24% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
413
shares
|
$272,877
0.25% of portfolio
|
Q2 2025
Reduced 25.45%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
413
shares
|
$272,877
0.17% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
412
shares
|
$272,216
0.04% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
412
shares
|
$272,216
0.1% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
411
shares
|
$271,555
0.06% of portfolio
|
Q1 2024
Reduced 18.61%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
408
shares
|
$269,573
0.14% of portfolio
|
Q2 2025
Reduced 67.72%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
407
shares
|
$268,913
0.03% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
406
shares
|
$268,252
0.08% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
406
shares
|
$268,252
0.17% of portfolio
|
Q1 2025
Added 143.11%
|