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 |
|---|---|---|---|---|---|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
38,198
shares
|
$25.2 Million
7.88% of portfolio
|
Q2 2025
Reduced 43.31%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
38,123
shares
|
$25.2 Million
19.47% of portfolio
|
Q2 2025
Added 37.0%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
38,023
shares
|
$25.1 Million
6.67% of portfolio
|
Q2 2025
Reduced 31.92%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
37,866
shares
|
$25 Million
2.76% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
37,852
shares
|
$25 Million
6.47% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
37,850
shares
|
$25 Million
15.86% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
37,743
shares
|
$24.9 Million
4.92% of portfolio
|
Q2 2025
Reduced 49.89%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
37,706
shares
|
$24.9 Million
1.64% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
37,669
shares
|
$24.9 Million
10.77% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
37,531
shares
|
$24.8 Million
21.43% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
37,496
shares
|
$24.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
37,238
shares
|
$24.6 Million
9.9% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
37,138
shares
|
$24.5 Million
1.96% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
37,093
shares
|
$24.5 Million
6.51% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
36,965
shares
|
$24.4 Million
18.87% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
36,849
shares
|
$24.3 Million
15.62% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
36,822
shares
|
$24.3 Million
3.4% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
36,802
shares
|
$24.3 Million
11.09% of portfolio
|
Q2 2023
Reduced 47.09%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
36,743
shares
|
$24.3 Million
22.37% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
36,711
shares
|
$24.3 Million
2.12% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
36,623
shares
|
$24.2 Million
0.65% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
36,604
shares
|
$24.2 Million
0.23% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
36,592
shares
|
$24.2 Million
9.96% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
36,544
shares
|
$24.1 Million
2.11% of portfolio
|
Q2 2025
Added 27.78%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
36,430
shares
|
$24.1 Million
4.39% of portfolio
|
Q2 2025
Reduced 25.96%
|