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 |
|---|---|---|---|---|---|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
97,093
shares
|
$64.2 Million
16.47% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
96,928
shares
|
$64 Million
12.3% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
96,879
shares
|
$64 Million
18.7% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
96,772
shares
|
$63.9 Million
0.62% of portfolio
|
Q3 2023
Reduced 0.92%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
96,608
shares
|
$63.8 Million
10.73% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
96,559
shares
|
$63.8 Million
5.1% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
96,229
shares
|
$63.6 Million
7.8% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
95,961
shares
|
$63.4 Million
11.86% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
95,544
shares
|
$63.1 Million
17.74% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
95,433
shares
|
$63.1 Million
7.44% of portfolio
|
Q3 2022
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
94,850
shares
|
$62.7 Million
1.92% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
94,132
shares
|
$62.2 Million
1.14% of portfolio
|
Q2 2025
Added 38.3%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
93,571
shares
|
$61.8 Million
8.27% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
93,288
shares
|
$61.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
93,280
shares
|
$61.6 Million
9.18% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
92,914
shares
|
$61.4 Million
20.86% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
92,894
shares
|
$61.4 Million
3.17% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
92,851
shares
|
$61.3 Million
31.3% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
92,503
shares
|
$61.1 Million
3.18% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Parker Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
92,214
shares
|
$60.9 Million
9.04% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
91,839
shares
|
$60.7 Million
23.09% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
91,550
shares
|
$60.5 Million
9.86% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
91,390
shares
|
$60.4 Million
0.55% of portfolio
|
Q2 2025
Added 44.3%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
91,228
shares
|
$60.3 Million
1.98% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
91,153
shares
|
$60.2 Million
12.01% of portfolio
|
Q2 2025
Added 4.96%
|