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 |
|---|---|---|---|---|---|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
58,114
shares
|
$38.4 Million
22.34% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
58,101
shares
|
$38.4 Million
1.3% of portfolio
|
Q3 2022
Added 8.95%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
58,100
shares
|
$38.4 Million
4.45% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
58,096
shares
|
$38.4 Million
13.31% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
57,910
shares
|
$38.3 Million
3.74% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
57,857
shares
|
$38.2 Million
8.57% of portfolio
|
Q2 2025
Reduced 45.05%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
57,796
shares
|
$38.2 Million
6.45% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
57,789
shares
|
$38.2 Million
1.44% of portfolio
|
Q2 2025
Reduced 50.59%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
57,757
shares
|
$38.2 Million
4.31% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
57,666
shares
|
$38.1 Million
8.48% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
57,354
shares
|
$37.9 Million
30.34% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
57,267
shares
|
$37.8 Million
17.35% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Sep 04, 2025 Q2 2025 |
57,059
shares
|
$37.7 Million
23.76% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
57,031
shares
|
$37.7 Million
4.08% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
57,030
shares
|
$37.7 Million
1.19% of portfolio
|
Q2 2025
Reduced 36.06%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
57,013
shares
|
$37.7 Million
10.5% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
56,995
shares
|
$37.7 Million
1.48% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Ams Capital Ltda
|
Aug 11, 2025 Q2 2025 |
56,983
shares
|
$37.6 Million
13.36% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
56,886
shares
|
$37.6 Million
10.04% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
56,822
shares
|
$37.5 Million
7.94% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
56,815
shares
|
$37.5 Million
25.68% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
56,410
shares
|
$37.3 Million
4.16% of portfolio
|
Q2 2025
Reduced 36.39%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
56,311
shares
|
$37.2 Million
3.46% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
56,252
shares
|
$37.2 Million
6.76% of portfolio
|
Q2 2025
Reduced 48.16%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
56,065
shares
|
$37 Million
20.25% of portfolio
|
Q2 2025
Added 0.97%
|