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 |
|---|---|---|---|---|---|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
29,379
shares
|
$19.4 Million
0.07% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
29,374
shares
|
$19.4 Million
12.63% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
29,336
shares
|
$19.4 Million
12.63% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
29,266
shares
|
$19.3 Million
0.55% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
29,170
shares
|
$19.3 Million
6.3% of portfolio
|
Q2 2025
Reduced 33.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
29,084
shares
|
$19.2 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
29,033
shares
|
$19.2 Million
9.49% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
29,023
shares
|
$19.2 Million
3.83% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
29,012
shares
|
$19.2 Million
2.86% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
28,929
shares
|
$19.1 Million
10.22% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
28,887
shares
|
$19.1 Million
0.99% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
28,868
shares
|
$19.1 Million
1.42% of portfolio
|
Q1 2025
Reduced 23.37%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
28,868
shares
|
$19.1 Million
8.15% of portfolio
|
Q2 2025
Reduced 47.52%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
28,863
shares
|
$19.1 Million
12.5% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
28,713
shares
|
$19 Million
2.62% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
28,667
shares
|
$18.9 Million
7.38% of portfolio
|
Q4 2023
Reduced 10.82%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
28,625
shares
|
$18.9 Million
4.99% of portfolio
|
Q4 2023
Reduced 34.16%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
28,462
shares
|
$18.8 Million
3.69% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
28,364
shares
|
$18.7 Million
0.62% of portfolio
|
Q2 2025
Reduced 60.4%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
28,286
shares
|
$18.7 Million
0.9% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Aug 13, 2025 Q2 2025 |
28,286
shares
|
$18.7 Million
24.58% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,265
shares
|
$18.7 Million
0.95% of portfolio
|
Q3 2022
Added 37.72%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
28,235
shares
|
$18.7 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
28,001
shares
|
$18.5 Million
1.53% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
27,910
shares
|
$18.4 Million
0.97% of portfolio
|
Q1 2025
Added 96.66%
|