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 |
|---|---|---|---|---|---|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
34,454
shares
|
$22.8 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
34,443
shares
|
$22.8 Million
3.22% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
34,406
shares
|
$22.7 Million
4.38% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
34,248
shares
|
$22.6 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
34,038
shares
|
$22.5 Million
0.84% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
34,036
shares
|
$22.5 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
34,022
shares
|
$22.5 Million
1.52% of portfolio
|
Q2 2025
Added 73.13%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
33,906
shares
|
$22.4 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
33,836
shares
|
$22.4 Million
1.29% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
33,819
shares
|
$22.3 Million
17.06% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
33,786
shares
|
$22.3 Million
1.85% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
33,783
shares
|
$22.3 Million
5.53% of portfolio
|
Q2 2025
Added 248.31%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
33,759
shares
|
$22.3 Million
3.27% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
33,708
shares
|
$22.3 Million
1.09% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
33,690
shares
|
$22.3 Million
14.03% of portfolio
|
Q4 2024
Added 673700.0%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
33,592
shares
|
$22.2 Million
5.15% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
33,430
shares
|
$22.1 Million
30.34% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
33,160
shares
|
$21.9 Million
10.52% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
33,106
shares
|
$21.9 Million
6.57% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Aug 01, 2025 Q2 2025 |
33,100
shares
|
$21.9 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
33,069
shares
|
$21.8 Million
6.37% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
32,733
shares
|
$21.6 Million
6.6% of portfolio
|
Q2 2025
Added 51.24%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
32,722
shares
|
$21.6 Million
3.14% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
32,518
shares
|
$21.5 Million
1.75% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
32,458
shares
|
$21.4 Million
17.87% of portfolio
|
Q2 2025
Reduced 6.28%
|