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 |
|---|---|---|---|---|---|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
405
shares
|
$267,591
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
405
shares
|
$267,591
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
404
shares
|
$266,930
0.08% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
404
shares
|
$266,930
0.13% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
403
shares
|
$266,270
0.13% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
403
shares
|
$266,270
0.08% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
402
shares
|
$265,609
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
402
shares
|
$265,609
0.07% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
400
shares
|
$264,288
0.19% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
American Asset Management Inc.
|
Aug 12, 2025 Q2 2025 |
400
shares
|
$264,288
1.14% of portfolio
|
Q2 2025
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
400
shares
|
$264,288
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
400
shares
|
$264,288
0.04% of portfolio
|
Q1 2024
Added 15.61%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
400
shares
|
$264,288
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
399
shares
|
$263,627
0.0% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
399
shares
|
$263,627
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
399
shares
|
$263,627
0.52% of portfolio
|
Q3 2024
Added 167.79%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
398
shares
|
$262,966
0.21% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
398
shares
|
$262,966
0.12% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
397
shares
|
$262,305
0.18% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
396
shares
|
$261,645
0.07% of portfolio
|
Q2 2025
Reduced 24.14%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
395
shares
|
$260,984
0.08% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
395
shares
|
$260,984
0.0% of portfolio
|
Q1 2025
Reduced 35.25%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
395
shares
|
$260,984
0.12% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
393
shares
|
$259,662
0.11% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
392
shares
|
$259,002
0.05% of portfolio
|
Q1 2024
New holding
|