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 Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
323
shares
|
$213,412
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
321
shares
|
$212,091
0.17% of portfolio
|
Q2 2025
Added 53.59%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
313
shares
|
$206,805
0.0% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
313
shares
|
$206,805
0.05% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
309
shares
|
$204,162
0.08% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
301
shares
|
$198,876
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
300
shares
|
$198,216
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
300
shares
|
$198,216
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
298
shares
|
$196,894
0.13% of portfolio
|
Q2 2025
Added 74.27%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
297
shares
|
$196,233
0.1% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
292
shares
|
$192,930
0.06% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
290
shares
|
$191,608
0.09% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
289
shares
|
$190,948
0.12% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
288
shares
|
$190,287
0.02% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
282
shares
|
$186,323
0.06% of portfolio
|
Q2 2024
Added 475.51%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
273
shares
|
$180,376
0.03% of portfolio
|
Q2 2023
Added 84.46%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
270
shares
|
$178,394
0.1% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
269
shares
|
$177,733
0.04% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
268
shares
|
$177,072
0.04% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
267
shares
|
$176,412
0.04% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
257
shares
|
$169,805
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
254
shares
|
$167,822
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
252
shares
|
$166,501
0.1% of portfolio
|
Q4 2022
Reduced 74.15%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
250
shares
|
$165,180
0.01% of portfolio
|
Q1 2023
Reduced 35.9%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
242
shares
|
$159,894
0.04% of portfolio
|
Q2 2025
Added 0.41%
|