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 |
|---|---|---|---|---|---|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
22,811
shares
|
$15.1 Million
6.52% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
22,807
shares
|
$15.1 Million
0.13% of portfolio
|
Q2 2022
Added 4.05%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
22,635
shares
|
$15 Million
2.77% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
22,623
shares
|
$14.9 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
22,617
shares
|
$14.9 Million
2.66% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
22,560
shares
|
$14.9 Million
9.05% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
22,509
shares
|
$14.9 Million
16.74% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
22,498
shares
|
$14.9 Million
4.0% of portfolio
|
Q2 2025
Reduced 22.59%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
22,492
shares
|
$14.9 Million
1.92% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
22,350
shares
|
$14.8 Million
0.61% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
22,265
shares
|
$14.7 Million
3.79% of portfolio
|
Q2 2025
Added 35.04%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
22,094
shares
|
$14.6 Million
1.22% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
22,094
shares
|
$14.6 Million
12.17% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22,093
shares
|
$14.6 Million
0.03% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
22,061
shares
|
$14.6 Million
5.14% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
21,948
shares
|
$14.5 Million
1.16% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
21,944
shares
|
$14.5 Million
4.26% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
21,835
shares
|
$14.4 Million
0.99% of portfolio
|
Q2 2025
Added 17.7%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
21,783
shares
|
$14.4 Million
8.76% of portfolio
|
Q2 2025
Reduced 61.59%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
21,779
shares
|
$14.4 Million
0.05% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
21,769
shares
|
$14.4 Million
17.89% of portfolio
|
Q2 2025
Reduced 55.23%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
21,763
shares
|
$14.4 Million
4.83% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
21,742
shares
|
$14.4 Million
3.39% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
21,732
shares
|
$14.4 Million
0.47% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
21,700
shares
|
$14.3 Million
2.03% of portfolio
|
Q4 2024
Reduced 3.56%
|