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 |
|---|---|---|---|---|---|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
26
shares
|
$16,425
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
24
shares
|
$15,161
0.01% of portfolio
|
Q4 2024
Reduced 35.14%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
24
shares
|
$15,161
0.01% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
24
shares
|
$15,161
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
23
shares
|
$14,530
0.01% of portfolio
|
Q2 2023
Reduced 17.86%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
22
shares
|
$13,898
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
22
shares
|
$13,898
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
21
shares
|
$13,266
0.01% of portfolio
|
Q1 2025
Reduced 61.11%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
20
shares
|
$12,634
0.0% of portfolio
|
Q1 2025
Reduced 90.74%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
19
shares
|
$12,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
17
shares
|
$10,739
0.0% of portfolio
|
Q1 2025
Added 41.67%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
16
shares
|
$10,107
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
15
shares
|
$9,476
0.0% of portfolio
|
Q2 2025
Reduced 99.44%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
11
shares
|
$6,949
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
11
shares
|
$6,949
0.0% of portfolio
|
Q1 2025
Added 37.5%
|
|
|
Gilfoyle Management LLC
New Fairfield, CT |
Oct 10, 2023 Q3 2023 |
10
shares
|
$6,317
17.95% of portfolio
|
Q2 2023
Added 42.86%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
10
shares
|
$6,317
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
7
shares
|
$4,422
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
4
shares
|
$2,526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
4
shares
|
$2,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
3
shares
|
$1,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
2
shares
|
$1,263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
1
shares
|
$631
0.0% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$631
0.01% of portfolio
|
Q1 2025
Reduced 96.43%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|