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 |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
77,564
shares
|
$51.2 Million
4.29% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
77,357
shares
|
$51.1 Million
3.08% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
77,355
shares
|
$51.1 Million
6.09% of portfolio
|
Q1 2025
Reduced 14.98%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
77,310
shares
|
$51.1 Million
20.11% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
76,994
shares
|
$50.9 Million
2.65% of portfolio
|
Q3 2022
Added 13.61%
|
|
|
University Of Chicago
Chicago, IL |
Aug 07, 2025 Q2 2025 |
76,903
shares
|
$50.8 Million
40.64% of portfolio
|
Q2 2025
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
76,754
shares
|
$50.7 Million
8.07% of portfolio
|
Q2 2025
Reduced 47.02%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
76,657
shares
|
$50.6 Million
7.02% of portfolio
|
Q4 2022
Reduced 7.64%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
76,597
shares
|
$50.6 Million
9.41% of portfolio
|
Q3 2023
Reduced 0.07%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
76,253
shares
|
$50.4 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
76,140
shares
|
$50.3 Million
8.28% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
76,010
shares
|
$50.2 Million
3.5% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
75,909
shares
|
$50.2 Million
11.67% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Aug 07, 2025 Q2 2025 |
75,656
shares
|
$50 Million
26.41% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
75,491
shares
|
$49.9 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
75,417
shares
|
$49.8 Million
2.95% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
75,274
shares
|
$49.7 Million
16.44% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
74,999
shares
|
$49.6 Million
0.99% of portfolio
|
Q4 2023
Added 4.52%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
74,862
shares
|
$49.5 Million
18.44% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
74,554
shares
|
$49.3 Million
3.61% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
74,434
shares
|
$49.2 Million
0.78% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
74,230
shares
|
$49 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
74,185
shares
|
$49 Million
4.3% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Mizuho Markets Americas LLC
|
Aug 01, 2025 Q2 2025 |
73,929
shares
|
$48.8 Million
1.14% of portfolio
|
Q2 2025
Reduced 63.22%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
73,760
shares
|
$48.7 Million
14.8% of portfolio
|
Q2 2025
Reduced 10.59%
|