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 |
|---|---|---|---|---|---|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
20,654
shares
|
$13.6 Million
4.33% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
20,634
shares
|
$13.6 Million
7.74% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
20,621
shares
|
$13.6 Million
1.08% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
20,609
shares
|
$13.6 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
20,574
shares
|
$13.6 Million
0.04% of portfolio
|
Q2 2025
Added 16.9%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
20,568
shares
|
$13.6 Million
8.75% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
20,551
shares
|
$13.6 Million
2.31% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
20,507
shares
|
$13.5 Million
1.28% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
20,453
shares
|
$13.5 Million
4.94% of portfolio
|
Q2 2022
Reduced 1.28%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
20,413
shares
|
$13.5 Million
1.32% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
20,405
shares
|
$13.5 Million
7.93% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
20,380
shares
|
$13.5 Million
5.03% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
20,243
shares
|
$13.4 Million
0.16% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
20,232
shares
|
$13.4 Million
3.64% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
20,215
shares
|
$13.4 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
20,166
shares
|
$13.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
20,158
shares
|
$13.3 Million
2.45% of portfolio
|
Q1 2023
Added 119.75%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
20,126
shares
|
$13.3 Million
0.9% of portfolio
|
Q2 2025
Added 49.77%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
20,120
shares
|
$13.3 Million
7.89% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
20,055
shares
|
$13.3 Million
3.81% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Aug 06, 2025 Q2 2025 |
20,046
shares
|
$13.2 Million
2.27% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
20,028
shares
|
$13.2 Million
0.21% of portfolio
|
Q2 2025
Added 41.4%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
20,005
shares
|
$13.2 Million
10.92% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
20,001
shares
|
$13.2 Million
1.09% of portfolio
|
Q2 2025
Added 19.72%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
19,996
shares
|
$13.2 Million
0.91% of portfolio
|
Q2 2025
Added 10.49%
|