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 |
|---|---|---|---|---|---|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
142,542
shares
|
$94.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 23.03%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
142,406
shares
|
$94.1 Million
16.46% of portfolio
|
Q2 2025
Added 23.48%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
142,016
shares
|
$93.8 Million
28.06% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
141,719
shares
|
$93.6 Million
24.02% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
140,367
shares
|
$92.7 Million
27.23% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
139,930
shares
|
$92.5 Million
11.12% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
139,698
shares
|
$92.3 Million
2.25% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
139,195
shares
|
$92 Million
1.2% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Progeny 3, Inc.
Seattle, WA |
Aug 14, 2025 Q2 2025 |
139,069
shares
|
$91.9 Million
5.34% of portfolio
|
Q2 2025
Added 76.55%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
138,573
shares
|
$91.6 Million
0.79% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
138,494
shares
|
$91.5 Million
6.38% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
137,988
shares
|
$91.2 Million
25.07% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
137,817
shares
|
$91.1 Million
1.55% of portfolio
|
Q2 2025
Added 28.76%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
137,423
shares
|
$90.8 Million
1.29% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
Aug 14, 2025 Q2 2025 |
137,225
shares
|
$90.7 Million
90.52% of portfolio
|
Q2 2025
Reduced 40.88%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
137,209
shares
|
$90.7 Million
8.53% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
137,187
shares
|
$90.6 Million
1.68% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
135,913
shares
|
$89.8 Million
1.96% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
135,107
shares
|
$89.3 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
134,995
shares
|
$89.2 Million
7.51% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
134,713
shares
|
$89 Million
13.93% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
134,571
shares
|
$88.9 Million
44.93% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
134,478
shares
|
$88.9 Million
9.49% of portfolio
|
Q3 2022
Reduced 0.46%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
133,540
shares
|
$88.2 Million
14.21% of portfolio
|
Q2 2022
Reduced 0.93%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
133,325
shares
|
$88.1 Million
17.44% of portfolio
|
Q2 2025
Added 1.48%
|