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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
73,758
shares
|
$48.7 Million
3.7% of portfolio
|
Q2 2025
Added 16.31%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
73,414
shares
|
$48.5 Million
16.16% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
73,358
shares
|
$48.5 Million
5.73% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
73,049
shares
|
$48.3 Million
30.09% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
72,972
shares
|
$48.2 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
72,889
shares
|
$48.2 Million
0.64% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
72,705
shares
|
$48 Million
1.75% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
72,699
shares
|
$48 Million
14.21% of portfolio
|
Q2 2025
Added 78.88%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
72,520
shares
|
$47.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 39.68%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
72,349
shares
|
$47.8 Million
15.54% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
72,186
shares
|
$47.7 Million
10.54% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
72,123
shares
|
$47.7 Million
16.3% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Aug 06, 2025 Q2 2025 |
72,030
shares
|
$47.6 Million
7.94% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
72,015
shares
|
$47.6 Million
3.7% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
71,942
shares
|
$47.5 Million
0.35% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
71,824
shares
|
$47.5 Million
3.65% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
71,459
shares
|
$47.2 Million
13.67% of portfolio
|
Q2 2025
Added 24.6%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
71,189
shares
|
$47 Million
1.05% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
71,167
shares
|
$47 Million
1.94% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
70,949
shares
|
$46.9 Million
18.53% of portfolio
|
Q1 2024
Reduced 10.73%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
70,932
shares
|
$46.9 Million
8.37% of portfolio
|
Q2 2025
Added 4065.12%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
70,872
shares
|
$46.8 Million
0.31% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
70,802
shares
|
$46.8 Million
7.8% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
70,530
shares
|
$46.6 Million
4.43% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
70,133
shares
|
$46.3 Million
31.37% of portfolio
|
Q2 2025
Reduced 0.47%
|