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 |
|---|---|---|---|---|---|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
19,953
shares
|
$13.2 Million
6.63% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
19,920
shares
|
$13.2 Million
3.75% of portfolio
|
Q2 2025
Reduced 52.87%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
19,911
shares
|
$13.2 Million
5.8% of portfolio
|
Q2 2025
Reduced 34.58%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
19,907
shares
|
$13.2 Million
6.38% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
19,891
shares
|
$13.1 Million
1.29% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
19,859
shares
|
$13.1 Million
6.84% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
19,706
shares
|
$13 Million
3.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
19,630
shares
|
$13 Million
8.65% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
19,614
shares
|
$13 Million
9.12% of portfolio
|
Q2 2022
Reduced 1.75%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
19,602
shares
|
$13 Million
7.38% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
19,476
shares
|
$12.9 Million
2.41% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
19,471
shares
|
$12.9 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
19,427
shares
|
$12.8 Million
1.06% of portfolio
|
Q2 2025
Reduced 97.04%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
19,418
shares
|
$12.8 Million
0.94% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
19,413
shares
|
$12.8 Million
2.99% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,397
shares
|
$12.8 Million
3.27% of portfolio
|
Q1 2023
Added 1.36%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
19,383
shares
|
$12.8 Million
5.86% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
19,379
shares
|
$12.8 Million
2.95% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
19,372
shares
|
$12.8 Million
4.76% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
19,361
shares
|
$12.8 Million
0.77% of portfolio
|
Q2 2025
Reduced 17.53%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
19,360
shares
|
$12.8 Million
2.83% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
19,316
shares
|
$12.8 Million
2.99% of portfolio
|
Q4 2022
Reduced 99.74%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
19,275
shares
|
$12.7 Million
6.29% of portfolio
|
Q2 2025
Reduced 52.53%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
19,198
shares
|
$12.7 Million
1.5% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
19,166
shares
|
$12.7 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.75%
|