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 |
|---|---|---|---|---|---|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 15, 2025 Q2 2025 |
15,140
shares
|
$10 Million
8.21% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
15,109
shares
|
$9.98 Million
6.07% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
15,108
shares
|
$9.98 Million
5.64% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
15,019
shares
|
$9.92 Million
1.43% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
15,015
shares
|
$9.92 Million
0.68% of portfolio
|
Q4 2022
Added 13.31%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
14,972
shares
|
$9.89 Million
0.57% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
14,970
shares
|
$9.89 Million
0.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
14,935
shares
|
$9.87 Million
1.69% of portfolio
|
Q2 2025
Reduced 19.13%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
14,907
shares
|
$9.85 Million
0.06% of portfolio
|
Q2 2025
Reduced 55.55%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
14,810
shares
|
$9.79 Million
4.18% of portfolio
|
Q2 2025
Added 38.46%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
14,799
shares
|
$9.78 Million
1.6% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
14,771
shares
|
$9.76 Million
6.73% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
14,735
shares
|
$9.74 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
14,667
shares
|
$9.69 Million
8.26% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
14,662
shares
|
$9.69 Million
0.44% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
14,658
shares
|
$9.68 Million
1.12% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
14,638
shares
|
$9.67 Million
0.4% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
14,612
shares
|
$9.65 Million
7.28% of portfolio
|
Q2 2025
Added 31.95%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
14,592
shares
|
$9.64 Million
0.78% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
14,589
shares
|
$9.64 Million
2.55% of portfolio
|
Q2 2025
Added 95.56%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
14,579
shares
|
$9.63 Million
2.44% of portfolio
|
Q2 2025
Reduced 26.04%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
14,550
shares
|
$9.61 Million
1.07% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
14,513
shares
|
$9.59 Million
0.6% of portfolio
|
Q2 2025
Added 663.04%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
14,381
shares
|
$9.5 Million
3.32% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
14,362
shares
|
$9.49 Million
0.71% of portfolio
|
Q2 2025
Reduced 5.79%
|