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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
392
shares
|
$259,002
0.02% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
391
shares
|
$258,341
0.07% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
390
shares
|
$257,680
0.11% of portfolio
|
Q1 2022
Added 0.26%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
388
shares
|
$256,359
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
388
shares
|
$256,359
0.13% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
387
shares
|
$255,698
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
387
shares
|
$255,698
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
386
shares
|
$255,037
0.34% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Tevis Investment Management
|
Aug 01, 2025 Q2 2025 |
385
shares
|
$254,377
0.16% of portfolio
|
Q2 2025
Reduced 37.8%
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
382
shares
|
$252,395
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
382
shares
|
$252,395
0.15% of portfolio
|
Q1 2024
Reduced 9.48%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
382
shares
|
$252,395
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
380
shares
|
$251,073
0.05% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
380
shares
|
$251,073
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
379
shares
|
$250,412
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
377
shares
|
$249,091
0.02% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
377
shares
|
$249,091
0.18% of portfolio
|
Q2 2025
Added 171.22%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
376
shares
|
$248,430
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
375
shares
|
$247,770
0.1% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
375
shares
|
$247,770
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
373
shares
|
$246,448
0.06% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
372
shares
|
$245,787
0.18% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
369
shares
|
$243,805
0.1% of portfolio
|
Q2 2025
Reduced 30.9%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
369
shares
|
$243,805
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
368
shares
|
$243,144
0.11% of portfolio
|
Q2 2024
New holding
|