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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
52,192
shares
|
$34.5 Million
8.54% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
51,846
shares
|
$34.3 Million
0.98% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
51,819
shares
|
$34.2 Million
10.65% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
51,768
shares
|
$34.2 Million
9.68% of portfolio
|
Q4 2023
Added 9.77%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
51,567
shares
|
$34.1 Million
1.09% of portfolio
|
Q2 2025
Added 179.98%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
51,545
shares
|
$34.1 Million
2.11% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
51,499
shares
|
$34 Million
0.05% of portfolio
|
Q2 2025
Reduced 94.36%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
51,463
shares
|
$34 Million
2.73% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
51,293
shares
|
$33.9 Million
20.93% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
51,280
shares
|
$33.9 Million
4.3% of portfolio
|
Q3 2023
Reduced 3.95%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Aug 14, 2025 Q2 2025 |
51,239
shares
|
$33.9 Million
3.29% of portfolio
|
Q2 2025
Reduced 38.83%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
51,196
shares
|
$33.8 Million
13.54% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
51,139
shares
|
$33.8 Million
18.74% of portfolio
|
Q2 2023
Added 0.71%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
51,050
shares
|
$33.7 Million
5.57% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
50,972
shares
|
$33.7 Million
2.23% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
50,960
shares
|
$33.7 Million
4.07% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
50,929
shares
|
$33.6 Million
10.51% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
50,920
shares
|
$33.6 Million
1.26% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
50,918
shares
|
$33.6 Million
2.57% of portfolio
|
Q2 2025
Added 12.25%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Aug 12, 2025 Q2 2025 |
50,875
shares
|
$33.6 Million
27.48% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
50,709
shares
|
$33.5 Million
2.52% of portfolio
|
Q2 2025
Added 18.01%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
50,310
shares
|
$33.2 Million
15.33% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
50,256
shares
|
$33.2 Million
17.45% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
50,232
shares
|
$33.2 Million
1.69% of portfolio
|
Q2 2025
New holding
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
50,213
shares
|
$33.2 Million
3.56% of portfolio
|
Q2 2025
Reduced 3.87%
|