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 |
|---|---|---|---|---|---|
|
Pembroke Management, LTD
|
Aug 07, 2025 Q2 2025 |
27,882
shares
|
$18.4 Million
2.16% of portfolio
|
Q2 2025
Added 12.67%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
27,880
shares
|
$18.4 Million
2.85% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
27,706
shares
|
$18.3 Million
2.06% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
27,665
shares
|
$18.3 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
27,612
shares
|
$18.2 Million
7.26% of portfolio
|
Q2 2025
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
27,578
shares
|
$18.2 Million
11.2% of portfolio
|
Q2 2025
Added 25.39%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
27,568
shares
|
$18.2 Million
8.58% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
27,534
shares
|
$18.2 Million
2.04% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
27,529
shares
|
$18.2 Million
2.84% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Fifth Lane Capital, LP
Austin, TX |
Aug 13, 2025 Q2 2025 |
27,500
shares
|
$18.2 Million
43.39% of portfolio
|
Q2 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
27,478
shares
|
$18.2 Million
3.5% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
27,421
shares
|
$18.1 Million
6.36% of portfolio
|
Q2 2025
Reduced 22.32%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
27,421
shares
|
$18.1 Million
2.53% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
27,405
shares
|
$18.1 Million
5.28% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
27,357
shares
|
$18.1 Million
0.67% of portfolio
|
Q2 2025
Added 93.12%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
27,339
shares
|
$18.1 Million
0.77% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
27,020
shares
|
$17.9 Million
6.1% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
27,000
shares
|
$17.8 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
26,898
shares
|
$17.8 Million
0.45% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
26,833
shares
|
$17.7 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
26,649
shares
|
$17.6 Million
5.66% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
26,633
shares
|
$17.6 Million
0.78% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
26,633
shares
|
$17.6 Million
10.27% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
26,627
shares
|
$17.6 Million
1.15% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
26,605
shares
|
$17.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.64%
|