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 |
|---|---|---|---|---|---|
|
Fidato Wealth LLC
|
Aug 12, 2025 Q2 2025 |
13,563
shares
|
$8.96 Million
6.02% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
13,560
shares
|
$8.96 Million
1.12% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
13,548
shares
|
$8.95 Million
1.12% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
13,546
shares
|
$8.95 Million
1.09% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
13,492
shares
|
$8.91 Million
5.49% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
13,483
shares
|
$8.91 Million
1.31% of portfolio
|
Q2 2025
Added 1556.39%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
13,436
shares
|
$8.88 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
13,343
shares
|
$8.82 Million
0.84% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
13,336
shares
|
$8.81 Million
0.4% of portfolio
|
Q3 2022
Added 2.58%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
13,332
shares
|
$8.81 Million
2.73% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
13,246
shares
|
$8.75 Million
4.89% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
13,207
shares
|
$8.73 Million
7.76% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
13,192
shares
|
$8.72 Million
3.96% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
13,155
shares
|
$8.69 Million
2.39% of portfolio
|
Q2 2025
Reduced 17.51%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
13,153
shares
|
$8.69 Million
3.71% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
13,137
shares
|
$8.68 Million
3.73% of portfolio
|
Q2 2025
Added 21.93%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
13,127
shares
|
$8.67 Million
2.35% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
13,116
shares
|
$8.67 Million
0.77% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
13,058
shares
|
$8.63 Million
2.76% of portfolio
|
Q2 2025
Added 262.32%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
13,010
shares
|
$8.6 Million
4.4% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
12,963
shares
|
$8.56 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
12,949
shares
|
$8.56 Million
2.48% of portfolio
|
Q3 2023
Reduced 35.91%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,949
shares
|
$8.56 Million
1.75% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
12,940
shares
|
$8.55 Million
0.97% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
12,911
shares
|
$8.53 Million
2.7% of portfolio
|
Q2 2025
Reduced 42.23%
|