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 |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
48,046
shares
|
$31.7 Million
4.76% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
48,031
shares
|
$31.7 Million
25.43% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
47,794
shares
|
$31.6 Million
15.63% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
47,766
shares
|
$31.6 Million
2.36% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
47,604
shares
|
$31.5 Million
10.07% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
47,505
shares
|
$31.4 Million
0.26% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
47,312
shares
|
$31.3 Million
8.31% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
47,204
shares
|
$31.2 Million
6.72% of portfolio
|
Q2 2025
Reduced 18.81%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
47,120
shares
|
$31.1 Million
3.93% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
47,041
shares
|
$31.1 Million
1.74% of portfolio
|
Q4 2023
Added 11.86%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
46,978
shares
|
$31 Million
1.29% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
46,836
shares
|
$30.9 Million
10.59% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
46,361
shares
|
$30.6 Million
3.62% of portfolio
|
Q2 2025
Reduced 28.3%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
46,324
shares
|
$30.6 Million
6.54% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Verger Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
46,281
shares
|
$30.6 Million
11.31% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
46,191
shares
|
$30.5 Million
2.35% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
46,074
shares
|
$30.4 Million
3.83% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
45,994
shares
|
$30.4 Million
0.82% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
45,873
shares
|
$30.3 Million
17.94% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
45,627
shares
|
$30.1 Million
4.51% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
45,594
shares
|
$30.1 Million
11.02% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
45,573
shares
|
$30.1 Million
18.8% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
45,402
shares
|
$30 Million
5.57% of portfolio
|
Q1 2025
Reduced 23.39%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
45,402
shares
|
$30 Million
4.97% of portfolio
|
Q1 2025
Reduced 23.98%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
45,275
shares
|
$29.9 Million
0.82% of portfolio
|
Q2 2025
Reduced 14.09%
|