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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
64,518
shares
|
$42.6 Million
2.0% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
64,346
shares
|
$42.5 Million
7.47% of portfolio
|
Q2 2025
Reduced 71.23%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
64,149
shares
|
$42.4 Million
14.87% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
64,026
shares
|
$42.3 Million
3.04% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
63,880
shares
|
$42.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 61.25%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
63,867
shares
|
$42.2 Million
5.05% of portfolio
|
Q2 2025
Added 63.56%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
63,783
shares
|
$42.1 Million
0.95% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
63,676
shares
|
$42.1 Million
14.39% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
63,649
shares
|
$42.1 Million
4.67% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
63,533
shares
|
$42 Million
3.37% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
63,523
shares
|
$42 Million
1.18% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
63,328
shares
|
$41.8 Million
3.84% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
63,203
shares
|
$41.8 Million
7.79% of portfolio
|
Q2 2025
Added 20.64%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
63,134
shares
|
$41.7 Million
1.75% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
63,019
shares
|
$41.6 Million
29.65% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Fort Henry Capital, LLC
|
Jul 15, 2025 Q2 2025 |
63,017
shares
|
$41.6 Million
26.38% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
62,955
shares
|
$41.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
62,938
shares
|
$41.6 Million
6.29% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
62,103
shares
|
$41 Million
25.91% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
62,017
shares
|
$41 Million
5.42% of portfolio
|
Q2 2025
Added 86.69%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
61,475
shares
|
$40.6 Million
9.94% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Aug 12, 2025 Q2 2025 |
61,472
shares
|
$40.6 Million
29.35% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
61,375
shares
|
$40.6 Million
2.09% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
61,305
shares
|
$40.5 Million
14.76% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
61,278
shares
|
$40.5 Million
12.83% of portfolio
|
Q2 2025
Added 4.94%
|