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 |
|---|---|---|---|---|---|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
132,781
shares
|
$87.7 Million
24.41% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
131,982
shares
|
$87.2 Million
19.62% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
131,800
shares
|
$87.1 Million
36.84% of portfolio
|
Q2 2023
Reduced 2.95%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
131,510
shares
|
$86.9 Million
2.25% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
131,465
shares
|
$86.9 Million
1.6% of portfolio
|
Q2 2025
Added 26.79%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
131,452
shares
|
$86.9 Million
2.15% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
130,627
shares
|
$86.3 Million
9.97% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
130,330
shares
|
$86.1 Million
1.5% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
130,112
shares
|
$86 Million
27.4% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
129,513
shares
|
$85.6 Million
1.32% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
128,899
shares
|
$85.2 Million
4.74% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
128,300
shares
|
$84.8 Million
16.29% of portfolio
|
Q2 2025
Reduced 19.86%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
127,960
shares
|
$84.5 Million
3.28% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
127,502
shares
|
$84.2 Million
1.73% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
127,206
shares
|
$84 Million
2.92% of portfolio
|
Q2 2025
New holding
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
127,131
shares
|
$84 Million
37.16% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
126,443
shares
|
$83.5 Million
0.51% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
125,627
shares
|
$83 Million
0.87% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
125,197
shares
|
$82.7 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
125,192
shares
|
$82.7 Million
35.9% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
125,022
shares
|
$82.6 Million
35.42% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
124,660
shares
|
$82.4 Million
12.49% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
124,350
shares
|
$82.2 Million
14.8% of portfolio
|
Q2 2025
Reduced 51.92%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
124,098
shares
|
$82 Million
10.27% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
123,567
shares
|
$81.6 Million
27.17% of portfolio
|
Q2 2025
Reduced 1.09%
|