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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
11,471
shares
|
$7.58 Million
0.57% of portfolio
|
Q2 2025
Reduced 37.95%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
11,444
shares
|
$7.56 Million
2.61% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
11,383
shares
|
$7.52 Million
3.56% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
11,380
shares
|
$7.52 Million
5.46% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
11,354
shares
|
$7.5 Million
3.28% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
11,349
shares
|
$7.5 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
11,343
shares
|
$7.49 Million
4.46% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
11,335
shares
|
$7.49 Million
2.37% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
11,283
shares
|
$7.45 Million
3.9% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
11,263
shares
|
$7.44 Million
3.64% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
11,259
shares
|
$7.44 Million
4.76% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
11,220
shares
|
$7.41 Million
4.79% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
11,212
shares
|
$7.41 Million
0.61% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
11,194
shares
|
$7.4 Million
1.63% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
11,186
shares
|
$7.39 Million
2.27% of portfolio
|
Q4 2022
Reduced 4.04%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
11,183
shares
|
$7.39 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
11,166
shares
|
$7.38 Million
3.26% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
11,156
shares
|
$7.37 Million
0.01% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
11,151
shares
|
$7.37 Million
4.29% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
11,151
shares
|
$7.37 Million
1.65% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
11,144
shares
|
$7.36 Million
0.61% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
11,142
shares
|
$7.36 Million
1.75% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
11,125
shares
|
$7.35 Million
3.48% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
11,112
shares
|
$7.34 Million
1.22% of portfolio
|
Q2 2025
Added 23.11%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,075
shares
|
$7.32 Million
0.65% of portfolio
|
Q3 2023
Reduced 0.94%
|