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 |
|---|---|---|---|---|---|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
360
shares
|
$229,107
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
360
shares
|
$229,107
0.05% of portfolio
|
Q4 2024
Reduced 54.89%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
360
shares
|
$229,107
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
359
shares
|
$228,471
0.09% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
359
shares
|
$228,471
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
358
shares
|
$227,834
0.05% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
358
shares
|
$227,834
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
357
shares
|
$227,198
0.11% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
357
shares
|
$227,198
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
357
shares
|
$227,198
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
357
shares
|
$227,198
0.21% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
357
shares
|
$227,198
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
356
shares
|
$226,561
0.06% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
May 15, 2025 Q1 2025 |
356
shares
|
$226,561
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
355
shares
|
$225,925
0.0% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
355
shares
|
$225,925
0.43% of portfolio
|
Q2 2025
Reduced 42.93%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
352
shares
|
$224,016
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
352
shares
|
$224,016
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
350
shares
|
$222,743
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
349
shares
|
$222,107
0.06% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
349
shares
|
$222,107
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
346
shares
|
$220,197
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
346
shares
|
$220,197
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
345
shares
|
$219,561
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
342
shares
|
$217,652
0.17% of portfolio
|
Q2 2025
New holding
|