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 |
|---|---|---|---|---|---|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
191
shares
|
$121,554
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
188
shares
|
$119,645
0.02% of portfolio
|
Q1 2024
Reduced 65.12%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
188
shares
|
$119,645
0.02% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
180
shares
|
$114,553
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
176
shares
|
$112,008
0.04% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
174
shares
|
$110,735
0.02% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
170
shares
|
$108,189
0.06% of portfolio
|
Q1 2025
Reduced 55.96%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
166
shares
|
$105,644
0.06% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 15, 2025 Q2 2025 |
159
shares
|
$101,189
0.07% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
159
shares
|
$101,189
0.06% of portfolio
|
Q2 2024
Added 183.93%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
154
shares
|
$98,007
0.03% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
153
shares
|
$97,370
0.07% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
148
shares
|
$94,188
0.05% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
140
shares
|
$89,097
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
139
shares
|
$88,460
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
135
shares
|
$85,915
0.01% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
135
shares
|
$85,915
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
133
shares
|
$84,642
0.03% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
131
shares
|
$83,369
0.03% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
129
shares
|
$82,096
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
126
shares
|
$80,187
0.02% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
122
shares
|
$77,642
0.01% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
119
shares
|
$75,732
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
113
shares
|
$71,914
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
113
shares
|
$71,914
0.01% of portfolio
|
Q2 2024
New holding
|