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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
74
shares
|
$47,094
0.02% of portfolio
|
Q2 2025
Reduced 22.11%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
69
shares
|
$43,912
0.02% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
69
shares
|
$43,912
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
67
shares
|
$42,639
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
67
shares
|
$42,639
0.03% of portfolio
|
Q1 2025
Added 353.73%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
65
shares
|
$41,366
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
59
shares
|
$37,548
0.01% of portfolio
|
Q4 2023
Added 126.92%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
57
shares
|
$36,275
0.01% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
56
shares
|
$35,638
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
56
shares
|
$35,638
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
55
shares
|
$35,002
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
52
shares
|
$33,093
0.01% of portfolio
|
Q2 2025
Reduced 34.18%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
50
shares
|
$31,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
49
shares
|
$31,184
1.08% of portfolio
|
Q1 2025
Reduced 98.51%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
48
shares
|
$30,547
0.01% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$29,911
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
43
shares
|
$27,365
0.02% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
41
shares
|
$26,092
0.02% of portfolio
|
Q1 2025
Added 32.26%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
40
shares
|
$25,456
0.0% of portfolio
|
Q4 2022
Reduced 63.64%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
38
shares
|
$24,183
0.01% of portfolio
|
Q1 2025
Reduced 69.84%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
37
shares
|
$23,547
0.01% of portfolio
|
Q1 2025
Reduced 41.27%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
37
shares
|
$23,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
33
shares
|
$21,001
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
32
shares
|
$20,365
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
28
shares
|
$17,819
0.0% of portfolio
|
Q1 2025
Added 16.67%
|