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 |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
10,685
shares
|
$7.06 Million
0.15% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
10,665
shares
|
$7.05 Million
2.37% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,599
shares
|
$7 Million
0.39% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
10,588
shares
|
$7 Million
0.21% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
10,583
shares
|
$6.99 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
10,575
shares
|
$6.99 Million
9.06% of portfolio
|
Q1 2025
Reduced 32.59%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
10,573
shares
|
$6.99 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,570
shares
|
$6.98 Million
0.33% of portfolio
|
Q4 2023
Reduced 18.69%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
10,569
shares
|
$6.98 Million
2.08% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
10,552
shares
|
$6.97 Million
2.39% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
10,550
shares
|
$6.97 Million
1.8% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
10,497
shares
|
$6.94 Million
12.23% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
10,489
shares
|
$6.93 Million
1.31% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
10,481
shares
|
$6.93 Million
0.72% of portfolio
|
Q4 2022
Added 51.33%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
10,476
shares
|
$6.92 Million
1.99% of portfolio
|
Q2 2025
Reduced 36.15%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
10,473
shares
|
$6.92 Million
3.82% of portfolio
|
Q2 2025
Reduced 27.73%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
10,472
shares
|
$6.92 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
10,456
shares
|
$6.91 Million
3.25% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
10,451
shares
|
$6.91 Million
0.43% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
10,431
shares
|
$6.89 Million
1.14% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
10,426
shares
|
$6.89 Million
5.64% of portfolio
|
Q4 2023
Reduced 11.21%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
10,416
shares
|
$6.88 Million
5.51% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,412
shares
|
$6.88 Million
1.55% of portfolio
|
Q2 2022
Added 5.8%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
10,407
shares
|
$6.88 Million
1.85% of portfolio
|
Q2 2025
Added 45.76%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
10,382
shares
|
$6.86 Million
3.73% of portfolio
|
Q2 2023
Reduced 0.84%
|