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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
90,474
shares
|
$59.8 Million
3.34% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
90,000
shares
|
$59.5 Million
5.49% of portfolio
|
Q2 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
89,875
shares
|
$59.4 Million
4.66% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
89,394
shares
|
$59.1 Million
0.94% of portfolio
|
Q2 2025
Reduced 65.96%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
88,988
shares
|
$58.8 Million
14.29% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
88,940
shares
|
$58.8 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
88,909
shares
|
$58.7 Million
1.07% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
88,839
shares
|
$58.7 Million
2.46% of portfolio
|
Q2 2025
Added 221.4%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
88,670
shares
|
$58.6 Million
19.87% of portfolio
|
Q1 2023
Reduced 16.57%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
88,668
shares
|
$58.6 Million
28.47% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
88,178
shares
|
$58.3 Million
1.25% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
87,896
shares
|
$58.1 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
87,635
shares
|
$57.9 Million
5.87% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
87,516
shares
|
$57.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
87,231
shares
|
$57.6 Million
9.69% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Aug 13, 2025 Q2 2025 |
87,000
shares
|
$57.5 Million
24.5% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
86,989
shares
|
$57.5 Million
8.73% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
86,582
shares
|
$57.2 Million
16.83% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
86,361
shares
|
$57.1 Million
4.0% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
86,229
shares
|
$57 Million
29.63% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
86,203
shares
|
$57 Million
17.67% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
86,193
shares
|
$56.9 Million
2.29% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
86,123
shares
|
$56.9 Million
56.38% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
85,699
shares
|
$56.6 Million
16.6% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
85,682
shares
|
$56.6 Million
10.87% of portfolio
|
Q2 2025
Added 2.96%
|