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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
731,911
shares
|
$484 Million
9.33% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
727,636
shares
|
$481 Million
21.71% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
707,795
shares
|
$468 Million
0.27% of portfolio
|
Q2 2025
Added 116.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
682,371
shares
|
$451 Million
0.88% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
667,694
shares
|
$441 Million
47.66% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
661,367
shares
|
$437 Million
6.56% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
657,292
shares
|
$434 Million
22.9% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
657,131
shares
|
$434 Million
20.12% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
656,358
shares
|
$434 Million
0.41% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
652,262
shares
|
$431 Million
13.86% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
650,508
shares
|
$430 Million
2.21% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
650,447
shares
|
$430 Million
2.41% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
648,367
shares
|
$428 Million
10.29% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
646,928
shares
|
$427 Million
1.05% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
642,945
shares
|
$425 Million
9.13% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
630,541
shares
|
$417 Million
2.98% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
624,720
shares
|
$413 Million
12.49% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
624,312
shares
|
$412 Million
3.38% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Matson Money. Inc.
|
Jul 30, 2025 Q2 2025 |
620,081
shares
|
$410 Million
13.43% of portfolio
|
Q4 2023
Added 3.08%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
606,257
shares
|
$401 Million
15.85% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Main Management Fund Advisors LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
604,400
shares
|
$399 Million
49.77% of portfolio
|
Q1 2025
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
603,722
shares
|
$399 Million
29.23% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Genworth Financial Inc
|
Jul 22, 2025 Q2 2025 |
601,470
shares
|
$397 Million
91.61% of portfolio
|
Q1 2023
Added 17.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
597,818
shares
|
$395 Million
2.97% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
594,670
shares
|
$393 Million
6.99% of portfolio
|
Q2 2025
Added 6.85%
|