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 |
|---|---|---|---|---|---|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
12,190
shares
|
$8.05 Million
2.13% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
12,180
shares
|
$8.05 Million
1.82% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
12,068
shares
|
$7.97 Million
0.61% of portfolio
|
Q2 2025
Added 160.42%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
12,066
shares
|
$7.97 Million
3.98% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
12,033
shares
|
$7.95 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
12,033
shares
|
$7.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 95.57%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
12,009
shares
|
$7.93 Million
3.83% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
11,976
shares
|
$7.91 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
11,956
shares
|
$7.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,918
shares
|
$7.87 Million
0.96% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
11,905
shares
|
$7.87 Million
3.68% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
11,880
shares
|
$7.85 Million
3.49% of portfolio
|
Q2 2025
Reduced 49.19%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
11,799
shares
|
$7.8 Million
1.37% of portfolio
|
Q2 2025
Added 34.28%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
11,769
shares
|
$7.78 Million
0.61% of portfolio
|
Q2 2025
Added 109.38%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
11,741
shares
|
$7.76 Million
1.48% of portfolio
|
Q3 2022
Reduced 4.33%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
11,736
shares
|
$7.75 Million
3.62% of portfolio
|
Q2 2025
Reduced 27.15%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
11,679
shares
|
$7.72 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
11,641
shares
|
$7.69 Million
0.85% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
11,640
shares
|
$7.69 Million
0.3% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
11,634
shares
|
$7.69 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
11,604
shares
|
$7.67 Million
0.99% of portfolio
|
Q2 2025
Reduced 59.02%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
11,587
shares
|
$7.66 Million
2.51% of portfolio
|
Q4 2023
Added 174.12%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
11,510
shares
|
$7.6 Million
4.22% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
11,483
shares
|
$7.59 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,480
shares
|
$7.59 Million
0.79% of portfolio
|
Q3 2024
New holding
|