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 |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
26,345
shares
|
$17.4 Million
0.26% of portfolio
|
Q4 2022
Reduced 1.57%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
26,320
shares
|
$17.4 Million
3.48% of portfolio
|
Q2 2025
Added 21.14%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
26,293
shares
|
$17.4 Million
0.34% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
26,290
shares
|
$17.4 Million
7.75% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
26,285
shares
|
$17.4 Million
9.03% of portfolio
|
Q2 2025
Reduced 29.02%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
26,164
shares
|
$17.3 Million
0.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Treasurer Of The State Of North Carolina
|
Aug 14, 2025 Q2 2025 |
26,162
shares
|
$17.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 54.38%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
26,050
shares
|
$17.2 Million
1.71% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
25,948
shares
|
$17.1 Million
4.84% of portfolio
|
Q2 2025
Reduced 21.08%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
25,933
shares
|
$17.1 Million
5.71% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
25,930
shares
|
$17.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 19.76%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
25,909
shares
|
$17.1 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
25,899
shares
|
$17.1 Million
0.52% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
25,860
shares
|
$17.1 Million
0.48% of portfolio
|
Q2 2025
Added 231.54%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
25,675
shares
|
$17 Million
3.04% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
25,611
shares
|
$16.9 Million
0.39% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
25,609
shares
|
$16.9 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
25,490
shares
|
$16.8 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
25,390
shares
|
$16.8 Million
2.99% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
25,296
shares
|
$16.7 Million
0.37% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
25,234
shares
|
$16.7 Million
3.04% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
25,190
shares
|
$16.6 Million
10.77% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
25,070
shares
|
$16.6 Million
0.34% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
24,950
shares
|
$16.5 Million
0.29% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
24,902
shares
|
$16.5 Million
3.56% of portfolio
|
Q2 2025
Reduced 0.1%
|