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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
19,158
shares
|
$12.7 Million
7.17% of portfolio
|
Q2 2025
Reduced 33.83%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
19,154
shares
|
$12.7 Million
3.8% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
19,066
shares
|
$12.6 Million
0.42% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
19,005
shares
|
$12.6 Million
4.68% of portfolio
|
Q1 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
18,989
shares
|
$12.5 Million
0.86% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
18,971
shares
|
$12.5 Million
2.25% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
18,918
shares
|
$12.5 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
18,916
shares
|
$12.5 Million
0.72% of portfolio
|
Q4 2022
Added 3.05%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
18,915
shares
|
$12.5 Million
9.28% of portfolio
|
Q2 2025
Added 2074.14%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
18,872
shares
|
$12.5 Million
4.56% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
18,843
shares
|
$12.4 Million
0.27% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
18,841
shares
|
$12.4 Million
2.18% of portfolio
|
Q2 2025
Reduced 75.96%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
18,818
shares
|
$12.4 Million
7.9% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
18,768
shares
|
$12.4 Million
0.81% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
18,668
shares
|
$12.3 Million
2.12% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
18,656
shares
|
$12.3 Million
5.54% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
18,558
shares
|
$12.3 Million
1.04% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
18,541
shares
|
$12.3 Million
5.73% of portfolio
|
Q2 2022
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
18,496
shares
|
$12.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
18,476
shares
|
$12.2 Million
1.76% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
18,475
shares
|
$12.2 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
18,470
shares
|
$12.2 Million
4.59% of portfolio
|
Q2 2022
Added 25.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
18,468
shares
|
$12.2 Million
0.62% of portfolio
|
Q2 2025
Reduced 66.68%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
18,420
shares
|
$12.2 Million
2.01% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
18,415
shares
|
$12.2 Million
1.55% of portfolio
|
Q2 2025
Added 2.89%
|