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 |
|---|---|---|---|---|---|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
30,855
shares
|
$20.4 Million
6.2% of portfolio
|
Q2 2025
Reduced 59.06%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
30,827
shares
|
$20.4 Million
10.51% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
30,783
shares
|
$20.3 Million
3.22% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
30,756
shares
|
$20.3 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
30,741
shares
|
$20.3 Million
8.8% of portfolio
|
Q2 2025
Added 18.16%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
30,696
shares
|
$20.3 Million
8.35% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
30,684
shares
|
$20.3 Million
4.81% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
30,452
shares
|
$20.1 Million
3.32% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Jcsd Capital, LLC
|
Aug 06, 2025 Q2 2025 |
30,450
shares
|
$20.1 Million
26.17% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
30,438
shares
|
$20.1 Million
16.64% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
30,390
shares
|
$20.1 Million
1.34% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
30,341
shares
|
$20 Million
0.0% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
30,138
shares
|
$19.9 Million
3.4% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
30,126
shares
|
$19.9 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
29,906
shares
|
$19.8 Million
0.26% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
29,894
shares
|
$19.8 Million
10.7% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
29,809
shares
|
$19.7 Million
14.19% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
29,762
shares
|
$19.7 Million
8.86% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
29,623
shares
|
$19.6 Million
4.4% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
29,562
shares
|
$19.5 Million
3.31% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
29,547
shares
|
$19.5 Million
1.13% of portfolio
|
Q2 2025
Added 28.91%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
29,543
shares
|
$19.5 Million
11.77% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
29,483
shares
|
$19.5 Million
3.52% of portfolio
|
Q2 2025
Reduced 18.27%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
29,422
shares
|
$19.4 Million
7.15% of portfolio
|
Q2 2025
Added 32.82%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
29,395
shares
|
$19.4 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.05%
|