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 3,955 institutions that hold shares in the stock, with a total of 815 Million shares, which have been reported (via 13F filing form) to have a value of $515 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
380
shares
|
$241,835
0.05% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
380
shares
|
$241,835
0.12% of portfolio
|
Q4 2024
New holding
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
377
shares
|
$239,926
0.02% of portfolio
|
Q1 2025
Added 8.02%
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
376
shares
|
$239,290
0.23% of portfolio
|
Q4 2024
New holding
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
375
shares
|
$238,653
0.05% of portfolio
|
Q1 2025
New holding
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
375
shares
|
$238,653
0.1% of portfolio
|
Q2 2025
Added 1.08%
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
373
shares
|
$237,380
0.06% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
373
shares
|
$237,380
0.06% of portfolio
|
Q4 2024
Added 39.18%
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
372
shares
|
$236,744
0.18% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
372
shares
|
$236,744
0.0% of portfolio
|
Q1 2025
New holding
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
369
shares
|
$234,835
0.12% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
369
shares
|
$234,835
0.14% of portfolio
|
Q3 2024
New holding
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
368
shares
|
$234,198
0.11% of portfolio
|
Q2 2024
New holding
|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
368
shares
|
$234,198
0.03% of portfolio
|
Q1 2025
New holding
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
368
shares
|
$234,198
0.29% of portfolio
|
Q4 2024
Reduced 29.5%
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
367
shares
|
$233,562
0.11% of portfolio
|
Q1 2025
Added 0.27%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
367
shares
|
$233,562
0.02% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
366
shares
|
$232,926
0.07% of portfolio
|
Q2 2025
New holding
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
366
shares
|
$232,926
0.07% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
366
shares
|
$232,926
0.19% of portfolio
|
Q2 2025
Reduced 15.08%
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
365
shares
|
$232,289
0.15% of portfolio
|
Q3 2024
New holding
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
364
shares
|
$231,653
0.04% of portfolio
|
Q1 2025
New holding
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
363
shares
|
$231,016
0.03% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
363
shares
|
$231,016
0.07% of portfolio
|
Q2 2025
Added 1.68%
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
362
shares
|
$230,380
0.18% of portfolio
|
Q1 2025
Added 0.28%
|