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 |
|---|---|---|---|---|---|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
42,903
shares
|
$28.3 Million
4.53% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
42,902
shares
|
$28.3 Million
15.65% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
42,881
shares
|
$28.3 Million
4.02% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
42,646
shares
|
$28.2 Million
3.29% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
42,537
shares
|
$28.1 Million
4.38% of portfolio
|
Q2 2025
Added 25.82%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
42,394
shares
|
$28 Million
9.42% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
42,258
shares
|
$27.9 Million
8.94% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
42,229
shares
|
$27.9 Million
0.09% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
42,088
shares
|
$27.8 Million
11.48% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
41,817
shares
|
$27.6 Million
1.02% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
41,722
shares
|
$27.6 Million
2.3% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
41,476
shares
|
$27.4 Million
6.82% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
41,220
shares
|
$27.2 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
41,142
shares
|
$27.2 Million
14.45% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
41,062
shares
|
$27.1 Million
0.81% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
41,013
shares
|
$27.1 Million
2.68% of portfolio
|
Q2 2025
Reduced 31.26%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
40,890
shares
|
$27 Million
1.95% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
40,869
shares
|
$27 Million
13.69% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
40,702
shares
|
$26.9 Million
9.18% of portfolio
|
Q2 2025
Added 48.1%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
40,544
shares
|
$26.8 Million
0.97% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
40,448
shares
|
$26.7 Million
5.55% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
40,288
shares
|
$26.6 Million
5.89% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
40,249
shares
|
$26.6 Million
12.37% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
40,090
shares
|
$26.5 Million
14.88% of portfolio
|
Q2 2025
Reduced 23.66%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
40,031
shares
|
$26.4 Million
11.4% of portfolio
|
Q2 2025
Added 2.02%
|