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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
36,385
shares
|
$24 Million
8.86% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
36,274
shares
|
$24 Million
5.23% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
36,186
shares
|
$23.9 Million
11.74% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
36,010
shares
|
$23.8 Million
3.86% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
35,984
shares
|
$23.8 Million
5.48% of portfolio
|
Q2 2025
Added 47.68%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
35,977
shares
|
$23.8 Million
13.49% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
35,949
shares
|
$23.8 Million
13.65% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
35,858
shares
|
$23.7 Million
8.67% of portfolio
|
Q2 2025
Added 50.65%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
35,828
shares
|
$23.7 Million
12.52% of portfolio
|
Q2 2025
Added 152.27%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
35,827
shares
|
$23.7 Million
13.51% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
35,801
shares
|
$23.7 Million
7.12% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
35,779
shares
|
$23.6 Million
4.24% of portfolio
|
Q2 2025
Added 95.8%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
35,754
shares
|
$23.6 Million
0.36% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
35,684
shares
|
$23.6 Million
2.34% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
35,411
shares
|
$23.4 Million
5.9% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
35,335
shares
|
$23.3 Million
5.47% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
35,171
shares
|
$23.2 Million
10.29% of portfolio
|
Q2 2025
Reduced 26.22%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
35,141
shares
|
$23.2 Million
3.16% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
35,090
shares
|
$23.2 Million
28.12% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
34,958
shares
|
$23.1 Million
6.23% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
34,941
shares
|
$23.1 Million
4.41% of portfolio
|
Q2 2025
Added 4455.54%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
34,930
shares
|
$23.1 Million
12.19% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
34,719
shares
|
$22.9 Million
6.1% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
34,638
shares
|
$22.9 Million
10.83% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
34,536
shares
|
$22.8 Million
9.78% of portfolio
|
Q2 2025
Added 0.19%
|