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 |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
81,252
shares
|
$53.7 Million
3.89% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
80,782
shares
|
$53.4 Million
15.17% of portfolio
|
Q2 2025
Added 22.66%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
80,544
shares
|
$53.2 Million
2.19% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
80,500
shares
|
$53.2 Million
18.1% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
80,364
shares
|
$53.1 Million
4.81% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
80,202
shares
|
$53 Million
12.08% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
80,202
shares
|
$53 Million
7.34% of portfolio
|
Q2 2025
Reduced 39.18%
|
|
|
Shelter Ins Retirement Plan
|
Jul 29, 2025 Q2 2025 |
80,061
shares
|
$52.9 Million
58.87% of portfolio
|
Q2 2024
Added 482.47%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
79,982
shares
|
$52.8 Million
7.08% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
International City Management Association Retirement Corp
Washington, DC |
Aug 13, 2025 Q2 2025 |
79,711
shares
|
$52.7 Million
26.41% of portfolio
|
Q2 2024
Added 26.5%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
79,609
shares
|
$52.6 Million
7.81% of portfolio
|
Q3 2023
Added 449.56%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
79,503
shares
|
$52.5 Million
1.51% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jul 23, 2025 Q2 2025 |
79,459
shares
|
$52.5 Million
21.15% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
79,336
shares
|
$52.4 Million
25.34% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
79,148
shares
|
$52.3 Million
10.78% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
79,101
shares
|
$52.3 Million
1.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
78,854
shares
|
$52.1 Million
6.24% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
78,652
shares
|
$52 Million
17.49% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
78,572
shares
|
$51.9 Million
3.35% of portfolio
|
Q2 2025
Added 478.2%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
78,470
shares
|
$51.8 Million
13.34% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
78,223
shares
|
$51.7 Million
5.76% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
77,972
shares
|
$51.5 Million
2.03% of portfolio
|
Q2 2025
Added 75.02%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
77,754
shares
|
$51.4 Million
5.77% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
77,674
shares
|
$51.3 Million
4.05% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
77,666
shares
|
$51.3 Million
12.98% of portfolio
|
Q2 2025
Reduced 0.27%
|