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 |
|---|---|---|---|---|---|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
85,516
shares
|
$56.5 Million
20.0% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
85,260
shares
|
$56.3 Million
11.32% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
85,000
shares
|
$56.2 Million
0.12% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
84,914
shares
|
$56.1 Million
27.16% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Aaf Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
84,766
shares
|
$56 Million
24.27% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
84,658
shares
|
$55.9 Million
1.46% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
84,567
shares
|
$55.9 Million
0.08% of portfolio
|
Q2 2025
Added 29.63%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
84,341
shares
|
$55.7 Million
4.89% of portfolio
|
Q2 2025
Reduced 40.54%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
84,119
shares
|
$55.6 Million
6.67% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Riverstone Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
83,985
shares
|
$55.5 Million
28.24% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
83,437
shares
|
$55.1 Million
11.02% of portfolio
|
Q2 2025
Added 26.88%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
83,408
shares
|
$55.1 Million
1.93% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
83,300
shares
|
$55 Million
13.78% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Aug 13, 2025 Q2 2025 |
82,937
shares
|
$54.8 Million
41.25% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
82,899
shares
|
$54.8 Million
17.09% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
82,796
shares
|
$54.7 Million
7.09% of portfolio
|
Q2 2025
Reduced 21.26%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
82,761
shares
|
$54.7 Million
1.84% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
82,471
shares
|
$54.5 Million
0.42% of portfolio
|
Q2 2025
Added 95.66%
|
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
82,127
shares
|
$54.3 Million
15.54% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
82,010
shares
|
$54.2 Million
11.06% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
81,947
shares
|
$54.1 Million
20.45% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
81,710
shares
|
$54 Million
16.7% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
81,526
shares
|
$53.9 Million
17.26% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
81,448
shares
|
$53.8 Million
8.17% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
81,357
shares
|
$53.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 23.79%
|