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 |
|---|---|---|---|---|---|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
174
shares
|
$114,965
0.02% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
170
shares
|
$112,322
0.06% of portfolio
|
Q1 2025
Reduced 55.96%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
166
shares
|
$109,679
0.06% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
165
shares
|
$109,018
0.05% of portfolio
|
Q2 2025
Added 101.22%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 15, 2025 Q2 2025 |
159
shares
|
$105,054
0.07% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
159
shares
|
$105,054
0.06% of portfolio
|
Q2 2024
Added 183.93%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
154
shares
|
$101,750
0.03% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
148
shares
|
$97,786
0.05% of portfolio
|
Q2 2025
Reduced 99.84%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
147
shares
|
$97,125
0.03% of portfolio
|
Q4 2024
Added 88.44%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
140
shares
|
$92,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
138
shares
|
$91,179
0.04% of portfolio
|
Q2 2025
Added 51.65%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
138
shares
|
$91,179
0.07% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
135
shares
|
$89,197
0.01% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
135
shares
|
$89,197
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
133
shares
|
$87,875
0.03% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Strategic Investment Management, LLC
|
Jul 29, 2025 Q2 2025 |
132
shares
|
$87,215
0.04% of portfolio
|
Q2 2025
Reduced 67.96%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
131
shares
|
$86,554
0.03% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
129
shares
|
$85,232
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
126
shares
|
$83,250
0.02% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
122
shares
|
$80,607
0.01% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
119
shares
|
$78,625
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
118
shares
|
$77,964
0.01% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
113
shares
|
$74,661
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
112
shares
|
$74,000
0.01% of portfolio
|
Q2 2025
Added 460.0%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
107
shares
|
$70,697
0.02% of portfolio
|
Q2 2018
New holding
|