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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
110
shares
|
$70,005
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
107
shares
|
$68,095
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
103
shares
|
$65,550
0.04% of portfolio
|
Q3 2023
Added 1.98%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
100
shares
|
$63,641
0.03% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
100
shares
|
$63,641
0.0% of portfolio
|
Q1 2025
Reduced 34.21%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
100
shares
|
$63,641
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
99
shares
|
$63,004
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
97
shares
|
$61,731
0.03% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
97
shares
|
$61,731
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
96
shares
|
$61,095
0.01% of portfolio
|
Q3 2024
Added 35.21%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
95
shares
|
$60,458
0.04% of portfolio
|
Q4 2022
Reduced 88.82%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
94
shares
|
$59,822
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
94
shares
|
$59,822
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
91
shares
|
$57,913
0.0% of portfolio
|
Q2 2025
Reduced 89.67%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
91
shares
|
$57,913
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
91
shares
|
$57,913
0.03% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
86
shares
|
$54,731
0.01% of portfolio
|
Q3 2022
Reduced 11.34%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
86
shares
|
$54,731
0.03% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
82
shares
|
$52,185
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
82
shares
|
$52,185
0.03% of portfolio
|
Q4 2024
Added 41.38%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
81
shares
|
$51,549
0.04% of portfolio
|
Q1 2025
Reduced 79.39%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
81
shares
|
$51,549
0.0% of portfolio
|
Q2 2025
Reduced 99.56%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$50,912
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
80
shares
|
$50,912
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
78
shares
|
$49,639
0.0% of portfolio
|
Q3 2024
Reduced 25.71%
|