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 |
|---|---|---|---|---|---|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
23,968
shares
|
$15.8 Million
1.16% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
23,944
shares
|
$15.8 Million
2.42% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
23,917
shares
|
$15.8 Million
7.67% of portfolio
|
Q3 2023
Added 2.42%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
23,899
shares
|
$15.8 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
23,854
shares
|
$15.8 Million
0.15% of portfolio
|
Q2 2025
Added 62.44%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
23,836
shares
|
$15.7 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
23,833
shares
|
$15.7 Million
8.3% of portfolio
|
Q3 2023
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
23,734
shares
|
$15.7 Million
0.66% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
23,717
shares
|
$15.7 Million
3.65% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
23,636
shares
|
$15.6 Million
5.33% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
23,634
shares
|
$15.6 Million
8.85% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
23,621
shares
|
$15.6 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
23,615
shares
|
$15.6 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
23,529
shares
|
$15.5 Million
0.9% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
23,406
shares
|
$15.5 Million
8.01% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
23,176
shares
|
$15.3 Million
0.41% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
23,079
shares
|
$15.2 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
23,050
shares
|
$15.2 Million
10.95% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,016
shares
|
$15.2 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
22,995
shares
|
$15.2 Million
5.22% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
22,987
shares
|
$15.2 Million
3.32% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
22,974
shares
|
$15.2 Million
4.35% of portfolio
|
Q2 2025
Added 65.72%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
22,952
shares
|
$15.2 Million
2.28% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
22,945
shares
|
$15.2 Million
0.56% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
22,931
shares
|
$15.2 Million
1.25% of portfolio
|
Q2 2025
Added 78.02%
|