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 |
|---|---|---|---|---|---|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
160,956
shares
|
$106 Million
21.31% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
160,788
shares
|
$106 Million
5.82% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
160,728
shares
|
$106 Million
3.64% of portfolio
|
Q3 2022
Reduced 2.87%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
159,455
shares
|
$105 Million
7.16% of portfolio
|
Q2 2025
Reduced 47.95%
|
|
|
Ironclad Investments LLC
Maitland, FL |
Aug 15, 2025 Q2 2025 |
159,114
shares
|
$105 Million
50.33% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
158,346
shares
|
$105 Million
21.85% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
158,138
shares
|
$104 Million
6.38% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
158,091
shares
|
$104 Million
1.43% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
156,612
shares
|
$103 Million
10.45% of portfolio
|
Q2 2025
Reduced 23.42%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
154,664
shares
|
$102 Million
10.32% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
154,622
shares
|
$102 Million
2.21% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
152,782
shares
|
$101 Million
1.71% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
152,619
shares
|
$101 Million
5.48% of portfolio
|
Q3 2023
Reduced 5.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
152,020
shares
|
$100 Million
2.31% of portfolio
|
Q2 2020
Reduced 21.15%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
149,935
shares
|
$99.1 Million
0.59% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
149,690
shares
|
$98.9 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
149,510
shares
|
$98.8 Million
9.46% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
148,555
shares
|
$98.2 Million
6.99% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Chandler Asset Management, Inc.
|
Aug 08, 2025 Q2 2025 |
146,616
shares
|
$96.9 Million
16.18% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
146,604
shares
|
$96.9 Million
13.3% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
146,497
shares
|
$96.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 38.15%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
146,479
shares
|
$96.8 Million
2.31% of portfolio
|
Q2 2025
Added 270.83%
|
|
|
Divergent Planning, LLC
|
Jul 30, 2025 Q2 2025 |
143,457
shares
|
$94.8 Million
26.93% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
143,323
shares
|
$94.7 Million
6.68% of portfolio
|
Q2 2025
Reduced 22.3%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
142,740
shares
|
$94.3 Million
9.63% of portfolio
|
Q1 2025
Added 2.27%
|