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 |
|---|---|---|---|---|---|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
70,100
shares
|
$46.3 Million
0.05% of portfolio
|
Q2 2025
Added 25.63%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
70,037
shares
|
$46.3 Million
27.42% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
69,889
shares
|
$46.2 Million
2.44% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
69,225
shares
|
$45.7 Million
1.51% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
69,200
shares
|
$45.7 Million
11.63% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
69,148
shares
|
$45.7 Million
0.15% of portfolio
|
Q2 2025
Added 398.44%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
68,786
shares
|
$45.4 Million
14.11% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
68,750
shares
|
$45.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
68,575
shares
|
$45.3 Million
4.95% of portfolio
|
Q2 2025
Reduced 37.2%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
68,546
shares
|
$45.3 Million
2.95% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
68,304
shares
|
$45.1 Million
3.5% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
68,119
shares
|
$45 Million
4.54% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
67,317
shares
|
$44.5 Million
4.93% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
67,300
shares
|
$44.5 Million
5.55% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
66,907
shares
|
$44.2 Million
1.02% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
66,824
shares
|
$44.2 Million
30.38% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
66,443
shares
|
$43.9 Million
0.28% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
66,429
shares
|
$43.9 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
66,180
shares
|
$43.7 Million
8.92% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
66,051
shares
|
$43.6 Million
4.15% of portfolio
|
Q2 2025
Reduced 40.59%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
65,555
shares
|
$43.3 Million
17.84% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
65,516
shares
|
$43.3 Million
0.76% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
65,099
shares
|
$43 Million
2.24% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Jul 30, 2025 Q2 2025 |
65,080
shares
|
$43 Million
23.15% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
64,528
shares
|
$42.6 Million
0.62% of portfolio
|
Q2 2024
Reduced 13.35%
|