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 |
|---|---|---|---|---|---|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
21,684
shares
|
$14.3 Million
7.5% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
21,683
shares
|
$14.3 Million
0.71% of portfolio
|
Q2 2025
Reduced 28.31%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
21,664
shares
|
$14.3 Million
2.65% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
21,589
shares
|
$14.3 Million
0.96% of portfolio
|
Q2 2025
Reduced 48.07%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
21,585
shares
|
$14.3 Million
0.76% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
21,584
shares
|
$14.3 Million
1.91% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
21,565
shares
|
$14.2 Million
0.54% of portfolio
|
Q3 2022
Added 360.59%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
21,516
shares
|
$14.2 Million
10.04% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
21,463
shares
|
$14.2 Million
3.14% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
21,447
shares
|
$14.2 Million
5.34% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
21,408
shares
|
$14.1 Million
9.48% of portfolio
|
Q2 2025
Added 53.72%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
21,327
shares
|
$14.1 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
21,297
shares
|
$14.1 Million
3.3% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
21,281
shares
|
$14.1 Million
6.53% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,218
shares
|
$14 Million
7.53% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
21,136
shares
|
$14 Million
8.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
21,000
shares
|
$13.9 Million
4.26% of portfolio
|
Q1 2025
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
20,980
shares
|
$13.9 Million
3.24% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
20,904
shares
|
$13.8 Million
0.29% of portfolio
|
Q2 2025
Added 56.81%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
20,764
shares
|
$13.7 Million
2.31% of portfolio
|
Q2 2025
Added 20.35%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
20,745
shares
|
$13.7 Million
0.04% of portfolio
|
Q4 2022
Added 5.87%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
20,737
shares
|
$13.7 Million
1.57% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
20,723
shares
|
$13.7 Million
5.51% of portfolio
|
Q2 2023
Added 1.39%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
20,665
shares
|
$13.7 Million
2.12% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
20,657
shares
|
$13.6 Million
5.55% of portfolio
|
Q2 2025
Reduced 0.15%
|