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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
14,356
shares
|
$9.49 Million
3.09% of portfolio
|
Q2 2022
Reduced 4.74%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,353
shares
|
$9.48 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
14,322
shares
|
$9.46 Million
7.12% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
14,286
shares
|
$9.44 Million
4.17% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
14,251
shares
|
$9.42 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
14,189
shares
|
$9.37 Million
0.57% of portfolio
|
Q2 2025
Reduced 46.68%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
14,141
shares
|
$9.34 Million
1.37% of portfolio
|
Q2 2025
Added 25.66%
|
|
|
Financial Counselors Inc
|
Aug 01, 2025 Q2 2025 |
14,109
shares
|
$9.32 Million
12.39% of portfolio
|
Q2 2025
Reduced 84.74%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
14,095
shares
|
$9.31 Million
0.37% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
14,075
shares
|
$9.3 Million
4.34% of portfolio
|
Q2 2024
Reduced 11.76%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
14,069
shares
|
$9.3 Million
0.59% of portfolio
|
Q1 2025
Added 38.75%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
14,015
shares
|
$9.26 Million
1.96% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
13,995
shares
|
$9.25 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Nat West Group PLC
|
Jul 31, 2025 Q2 2025 |
13,975
shares
|
$9.23 Million
2.57% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
13,935
shares
|
$9.21 Million
0.24% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
13,878
shares
|
$9.17 Million
0.35% of portfolio
|
Q2 2025
Added 250.63%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
13,831
shares
|
$9.14 Million
2.24% of portfolio
|
Q2 2025
Added 24.46%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
13,815
shares
|
$9.13 Million
6.44% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
13,764
shares
|
$9.09 Million
4.24% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
13,754
shares
|
$9.09 Million
3.68% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
13,693
shares
|
$9.05 Million
1.41% of portfolio
|
Q2 2025
Reduced 33.7%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
13,672
shares
|
$9.03 Million
0.86% of portfolio
|
Q2 2025
Reduced 24.37%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
13,597
shares
|
$8.98 Million
0.96% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
13,580
shares
|
$8.97 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
13,572
shares
|
$8.97 Million
3.69% of portfolio
|
Q2 2025
Reduced 23.77%
|