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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
103
shares
|
$68,054
0.04% of portfolio
|
Q3 2023
Added 1.98%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$66,072
0.03% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
100
shares
|
$66,072
0.02% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
100
shares
|
$66,072
0.0% of portfolio
|
Q1 2025
Reduced 34.21%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
100
shares
|
$66,072
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
99
shares
|
$65,411
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
97
shares
|
$64,089
0.03% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
96
shares
|
$63,429
0.01% of portfolio
|
Q3 2024
Added 35.21%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
95
shares
|
$62,768
0.04% of portfolio
|
Q4 2022
Reduced 88.82%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
94
shares
|
$62,107
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
94
shares
|
$62,107
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
91
shares
|
$60,125
0.0% of portfolio
|
Q2 2025
Reduced 89.67%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
90
shares
|
$59,464
0.06% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
86
shares
|
$56,821
0.01% of portfolio
|
Q3 2022
Reduced 11.34%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
81
shares
|
$53,518
0.03% of portfolio
|
Q1 2025
Reduced 79.39%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
81
shares
|
$53,518
0.0% of portfolio
|
Q2 2025
Reduced 99.56%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$52,857
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
74
shares
|
$48,893
0.02% of portfolio
|
Q2 2025
Reduced 22.11%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
69
shares
|
$45,589
0.02% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
69
shares
|
$45,589
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
67
shares
|
$44,268
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
65
shares
|
$42,946
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
59
shares
|
$38,982
0.02% of portfolio
|
Q4 2023
Added 126.92%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
59
shares
|
$38,982
0.01% of portfolio
|
Q2 2025
Added 210.53%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
57
shares
|
$37,661
0.01% of portfolio
|
Q1 2025
Reduced 9.52%
|