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 |
|---|---|---|---|---|---|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
241
shares
|
$159,233
0.07% of portfolio
|
Q2 2025
Reduced 38.05%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
237
shares
|
$156,590
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
234
shares
|
$154,608
0.05% of portfolio
|
Q1 2025
Added 84.25%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
227
shares
|
$149,983
0.09% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
227
shares
|
$149,983
0.05% of portfolio
|
Q2 2025
Added 28.98%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
226
shares
|
$149,322
0.02% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
222
shares
|
$146,679
0.03% of portfolio
|
Q1 2025
Reduced 36.57%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
217
shares
|
$143,376
0.08% of portfolio
|
Q2 2025
Added 429.27%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
217
shares
|
$143,376
2.77% of portfolio
|
Q2 2025
Reduced 60.9%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
216
shares
|
$142,715
0.07% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
215
shares
|
$142,054
0.06% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
210
shares
|
$138,751
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
209
shares
|
$138,090
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
199
shares
|
$131,483
0.05% of portfolio
|
Q3 2022
Reduced 20.4%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
197
shares
|
$130,161
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
196
shares
|
$129,501
0.08% of portfolio
|
Q1 2025
Added 59.35%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
195
shares
|
$128,840
0.03% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
192
shares
|
$126,858
0.09% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
191
shares
|
$126,197
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
189
shares
|
$124,876
0.06% of portfolio
|
Q2 2025
Added 397.37%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
188
shares
|
$124,215
0.02% of portfolio
|
Q1 2024
Reduced 65.12%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
180
shares
|
$118,929
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
177
shares
|
$116,947
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
176
shares
|
$116,286
0.09% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
175
shares
|
$115,626
0.07% of portfolio
|
Q2 2025
Reduced 27.39%
|