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 |
|---|---|---|---|---|---|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
45,236
shares
|
$29.9 Million
9.28% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
45,089
shares
|
$29.8 Million
3.11% of portfolio
|
Q2 2025
Reduced 44.13%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
45,061
shares
|
$29.8 Million
16.06% of portfolio
|
Q2 2025
Added 37.03%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
44,817
shares
|
$29.6 Million
3.26% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
44,799
shares
|
$29.6 Million
1.08% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
44,734
shares
|
$29.6 Million
12.42% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
44,708
shares
|
$29.5 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
44,430
shares
|
$29.4 Million
12.33% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
44,362
shares
|
$29.3 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
44,213
shares
|
$29.2 Million
1.28% of portfolio
|
Q2 2025
Added 45.61%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
44,164
shares
|
$29.2 Million
43.38% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
44,106
shares
|
$29.1 Million
10.59% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
44,040
shares
|
$29.1 Million
6.14% of portfolio
|
Q2 2025
Added 24.38%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
43,850
shares
|
$29 Million
2.58% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
43,758
shares
|
$28.9 Million
1.21% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
43,646
shares
|
$28.8 Million
3.98% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
43,563
shares
|
$28.8 Million
12.33% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
43,431
shares
|
$28.7 Million
8.85% of portfolio
|
Q2 2025
Reduced 23.52%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
43,361
shares
|
$28.6 Million
23.65% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
43,283
shares
|
$28.6 Million
0.19% of portfolio
|
Q2 2025
Added 38.24%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Aug 11, 2025 Q2 2025 |
43,273
shares
|
$28.6 Million
11.27% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
43,143
shares
|
$28.5 Million
13.6% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
43,115
shares
|
$28.5 Million
5.17% of portfolio
|
Q2 2025
Reduced 21.23%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
43,100
shares
|
$28.5 Million
1.62% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
43,063
shares
|
$28.5 Million
6.93% of portfolio
|
Q2 2025
Reduced 0.74%
|