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 |
|---|---|---|---|---|---|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
368
shares
|
$243,144
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
368
shares
|
$243,144
0.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
368
shares
|
$243,144
0.29% of portfolio
|
Q4 2024
Reduced 29.5%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
367
shares
|
$242,484
0.2% of portfolio
|
Q2 2025
Reduced 16.02%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
366
shares
|
$241,823
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
366
shares
|
$241,823
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
366
shares
|
$241,823
0.03% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
366
shares
|
$241,823
0.19% of portfolio
|
Q2 2025
Reduced 15.08%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
365
shares
|
$241,162
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
363
shares
|
$239,841
0.03% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
363
shares
|
$239,841
0.17% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
363
shares
|
$239,841
0.07% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
360
shares
|
$237,859
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
359
shares
|
$237,198
0.12% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
359
shares
|
$237,198
0.09% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
359
shares
|
$237,198
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
359
shares
|
$237,198
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
358
shares
|
$236,537
0.05% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
358
shares
|
$236,537
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
358
shares
|
$236,537
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
357
shares
|
$235,877
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
357
shares
|
$235,877
0.21% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
357
shares
|
$235,877
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
356
shares
|
$235,216
0.09% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Aug 13, 2025 Q2 2025 |
355
shares
|
$234,555
0.0% of portfolio
|
Q2 2025
New holding
|