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 |
|---|---|---|---|---|---|
|
Teramo Advisors, LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
105,000
shares
|
$69.4 Million
18.54% of portfolio
|
Q2 2025
Added 2900.0%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
104,627
shares
|
$69.1 Million
30.18% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
104,364
shares
|
$69 Million
3.3% of portfolio
|
Q4 2022
Reduced 11.86%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
104,340
shares
|
$68.9 Million
25.49% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
104,257
shares
|
$68.9 Million
23.06% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
103,591
shares
|
$68.4 Million
19.09% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
103,504
shares
|
$68.4 Million
2.85% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
103,233
shares
|
$68.2 Million
6.54% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
26 North Partners LP
New York, NY |
Aug 14, 2025 Q2 2025 |
103,090
shares
|
$68.1 Million
100.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
102,601
shares
|
$67.8 Million
37.6% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
102,454
shares
|
$67.7 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
101,828
shares
|
$67.3 Million
2.33% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
100,901
shares
|
$66.7 Million
1.82% of portfolio
|
Q2 2025
Added 58.93%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
100,153
shares
|
$66.2 Million
5.54% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
100,130
shares
|
$66.2 Million
19.39% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
100,041
shares
|
$66.1 Million
17.48% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
99,351
shares
|
$65.6 Million
7.58% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
99,253
shares
|
$65.6 Million
22.28% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
98,554
shares
|
$65.1 Million
9.88% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
98,488
shares
|
$65.1 Million
7.44% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
98,438
shares
|
$65 Million
9.43% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
98,359
shares
|
$65 Million
4.64% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,786
shares
|
$64.6 Million
1.51% of portfolio
|
Q3 2022
Added 20.91%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
97,469
shares
|
$64.4 Million
2.98% of portfolio
|
Q2 2025
Added 23.12%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
97,124
shares
|
$64.2 Million
5.27% of portfolio
|
Q2 2025
Added 4.04%
|