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 |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
32,403
shares
|
$21.4 Million
1.0% of portfolio
|
Q3 2022
Added 12.69%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
32,234
shares
|
$21.3 Million
11.1% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
32,100
shares
|
$21.2 Million
1.36% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
32,024
shares
|
$21.2 Million
11.99% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jul 24, 2025 Q2 2025 |
31,844
shares
|
$21 Million
19.41% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
31,844
shares
|
$21 Million
0.96% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
31,755
shares
|
$21 Million
2.2% of portfolio
|
Q2 2025
Reduced 42.77%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
31,677
shares
|
$20.9 Million
7.04% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
31,662
shares
|
$20.9 Million
0.8% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
31,590
shares
|
$20.9 Million
3.71% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
31,564
shares
|
$20.9 Million
1.75% of portfolio
|
Q4 2023
Reduced 1.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
31,475
shares
|
$20.8 Million
0.75% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
31,235
shares
|
$20.6 Million
3.2% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
31,223
shares
|
$20.6 Million
7.04% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
31,123
shares
|
$20.6 Million
4.48% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
31,100
shares
|
$20.5 Million
0.56% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
31,068
shares
|
$20.5 Million
10.38% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
31,068
shares
|
$20.5 Million
7.08% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
31,016
shares
|
$20.5 Million
5.02% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
31,015
shares
|
$20.5 Million
9.18% of portfolio
|
Q2 2025
Added 26.48%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
31,004
shares
|
$20.5 Million
14.58% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
30,953
shares
|
$20.5 Million
3.17% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
30,886
shares
|
$20.4 Million
3.35% of portfolio
|
Q2 2025
Reduced 49.11%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
30,871
shares
|
$20.4 Million
15.03% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
30,861
shares
|
$20.4 Million
2.56% of portfolio
|
Q2 2025
Added 0.95%
|