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 |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
55
shares
|
$36,339
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
52
shares
|
$34,357
0.01% of portfolio
|
Q2 2025
Reduced 34.18%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
50
shares
|
$33,036
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
48
shares
|
$31,714
0.01% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$31,053
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
46
shares
|
$30,393
0.0% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
40
shares
|
$26,428
0.0% of portfolio
|
Q4 2022
Reduced 63.64%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
40
shares
|
$26,428
0.01% of portfolio
|
Q2 2025
Reduced 51.22%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
37
shares
|
$24,446
0.01% of portfolio
|
Q1 2025
Reduced 41.27%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
37
shares
|
$24,446
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
36
shares
|
$23,785
0.02% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
33
shares
|
$21,803
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
32
shares
|
$21,143
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
28
shares
|
$18,500
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
28
shares
|
$18,500
0.01% of portfolio
|
Q2 2025
Added 2700.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
27
shares
|
$17,839
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
26
shares
|
$17,178
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
24
shares
|
$15,857
0.01% of portfolio
|
Q4 2024
Reduced 35.14%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
24
shares
|
$15,857
0.01% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
24
shares
|
$15,857
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
23
shares
|
$15,196
0.01% of portfolio
|
Q2 2023
Reduced 17.86%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
22
shares
|
$14,535
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
22
shares
|
$14,535
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
22
shares
|
$14,535
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
21
shares
|
$13,875
0.01% of portfolio
|
Q1 2025
Reduced 61.11%
|