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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
61,125
shares
|
$40.4 Million
1.0% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
60,904
shares
|
$40.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
60,253
shares
|
$39.8 Million
6.0% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
60,203
shares
|
$39.8 Million
15.14% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
60,114
shares
|
$39.7 Million
2.78% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Cisco Systems, Inc.
San Jose, CA |
Jul 10, 2025 Q2 2025 |
60,000
shares
|
$39.6 Million
13.8% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
59,939
shares
|
$39.6 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
59,917
shares
|
$39.6 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
59,872
shares
|
$39.6 Million
1.65% of portfolio
|
Q2 2025
Added 19.67%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
59,721
shares
|
$39.5 Million
16.05% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
59,574
shares
|
$39.4 Million
1.87% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
59,556
shares
|
$39.3 Million
5.77% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
59,377
shares
|
$39.2 Million
10.74% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jul 23, 2025 Q2 2025 |
59,321
shares
|
$39.2 Million
26.36% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
59,254
shares
|
$39.2 Million
1.82% of portfolio
|
Q2 2025
Reduced 50.49%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
59,184
shares
|
$39.1 Million
9.58% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
59,077
shares
|
$39 Million
5.4% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
58,942
shares
|
$38.9 Million
0.68% of portfolio
|
Q1 2023
Added 9.36%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
58,885
shares
|
$38.9 Million
7.46% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
58,614
shares
|
$38.7 Million
6.43% of portfolio
|
Q2 2025
Added 115.91%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
58,561
shares
|
$38.7 Million
0.44% of portfolio
|
Q2 2025
Reduced 39.7%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jul 18, 2025 Q2 2025 |
58,529
shares
|
$38.7 Million
21.92% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
58,391
shares
|
$38.6 Million
1.56% of portfolio
|
Q2 2025
Added 166.97%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
58,378
shares
|
$38.6 Million
14.03% of portfolio
|
Q4 2024
Added 39.54%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
58,315
shares
|
$38.5 Million
22.01% of portfolio
|
Q2 2025
Reduced 0.16%
|