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 |
|---|---|---|---|---|---|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
55,699
shares
|
$36.8 Million
11.95% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
55,647
shares
|
$36.8 Million
6.19% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
55,598
shares
|
$36.7 Million
22.44% of portfolio
|
Q1 2025
Added 42.67%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
55,534
shares
|
$36.7 Million
9.23% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
55,254
shares
|
$36.5 Million
1.09% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
55,191
shares
|
$36.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 75.99%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
55,151
shares
|
$36.4 Million
24.03% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
55,123
shares
|
$36.4 Million
18.19% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
55,114
shares
|
$36.4 Million
29.1% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
54,808
shares
|
$36.2 Million
3.39% of portfolio
|
Q1 2024
Added 5.83%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
54,745
shares
|
$36.2 Million
0.1% of portfolio
|
Q2 2025
Added 290.48%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
54,659
shares
|
$36.1 Million
2.24% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
54,396
shares
|
$35.9 Million
4.64% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
54,329
shares
|
$35.9 Million
5.23% of portfolio
|
Q2 2025
Added 32.44%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
54,129
shares
|
$35.8 Million
26.11% of portfolio
|
Q1 2025
New holding
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
53,913
shares
|
$35.6 Million
26.34% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
53,794
shares
|
$35.5 Million
20.29% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
53,665
shares
|
$35.5 Million
4.21% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
53,618
shares
|
$35.4 Million
1.21% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
53,489
shares
|
$35.3 Million
20.68% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
53,416
shares
|
$35.3 Million
2.55% of portfolio
|
Q2 2025
Reduced 78.82%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
53,358
shares
|
$35.3 Million
2.48% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
53,283
shares
|
$35.2 Million
16.5% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
52,569
shares
|
$34.7 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
52,248
shares
|
$34.5 Million
9.85% of portfolio
|
Q2 2025
Added 1.2%
|