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 |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
11,075
shares
|
$7.32 Million
1.5% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
11,044
shares
|
$7.3 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
11,043
shares
|
$7.3 Million
3.15% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
11,023
shares
|
$7.28 Million
1.52% of portfolio
|
Q2 2025
Reduced 27.13%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
11,015
shares
|
$7.28 Million
5.67% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
10,999
shares
|
$7.27 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,981
shares
|
$7.26 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,955
shares
|
$7.24 Million
1.04% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
10,947
shares
|
$7.23 Million
1.84% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
10,915
shares
|
$7.21 Million
0.92% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,915
shares
|
$7.21 Million
1.38% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
10,873
shares
|
$7.18 Million
0.51% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
10,872
shares
|
$7.18 Million
0.27% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
10,842
shares
|
$7.16 Million
1.06% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
10,824
shares
|
$7.15 Million
0.66% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
10,793
shares
|
$7.13 Million
2.98% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
10,786
shares
|
$7.13 Million
2.58% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
10,781
shares
|
$7.12 Million
0.32% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,753
shares
|
$7.1 Million
1.8% of portfolio
|
Q3 2022
Added 4.13%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
10,730
shares
|
$7.09 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,729
shares
|
$7.09 Million
2.21% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
10,726
shares
|
$7.09 Million
2.48% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
10,704
shares
|
$7.07 Million
4.4% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
10,702
shares
|
$7.07 Million
3.52% of portfolio
|
Q2 2025
Added 2348.97%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
10,687
shares
|
$7.06 Million
2.13% of portfolio
|
Q2 2025
New holding
|