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 |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
115,665
shares
|
$76.4 Million
15.21% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
115,609
shares
|
$76.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
115,319
shares
|
$76.2 Million
10.34% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
114,699
shares
|
$75.8 Million
6.56% of portfolio
|
Q3 2022
Reduced 20.67%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
114,619
shares
|
$75.7 Million
13.65% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
114,057
shares
|
$75.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
113,435
shares
|
$74.9 Million
2.31% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
113,208
shares
|
$74.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
112,839
shares
|
$74.6 Million
2.96% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
112,526
shares
|
$74.3 Million
5.41% of portfolio
|
Q2 2025
Reduced 13.94%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
111,877
shares
|
$73.9 Million
4.65% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
110,380
shares
|
$72.9 Million
4.47% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
110,306
shares
|
$72.9 Million
7.36% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
110,201
shares
|
$72.8 Million
4.69% of portfolio
|
Q2 2025
Added 46.38%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
110,157
shares
|
$72.8 Million
34.48% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Passaic Partners LLC
|
Aug 08, 2025 Q2 2025 |
109,164
shares
|
$72.1 Million
8.28% of portfolio
|
Q2 2025
Added 157.12%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
108,820
shares
|
$71.9 Million
11.41% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
108,116
shares
|
$71.4 Million
17.64% of portfolio
|
Q3 2023
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
107,900
shares
|
$71.3 Million
6.11% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
107,839
shares
|
$71.3 Million
2.12% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
107,628
shares
|
$71.1 Million
2.64% of portfolio
|
Q2 2025
Reduced 43.29%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
107,167
shares
|
$70.8 Million
11.7% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
106,594
shares
|
$70.4 Million
14.18% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
105,415
shares
|
$69.6 Million
11.8% of portfolio
|
Q2 2025
Added 25.58%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
105,249
shares
|
$69.5 Million
4.3% of portfolio
|
Q2 2025
Reduced 1.45%
|