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 |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
10,369
shares
|
$6.85 Million
0.67% of portfolio
|
Q1 2025
Added 22.07%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
10,363
shares
|
$6.85 Million
0.51% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
10,357
shares
|
$6.84 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
10,357
shares
|
$6.84 Million
2.36% of portfolio
|
Q1 2025
Reduced 15.76%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
10,349
shares
|
$6.84 Million
3.05% of portfolio
|
Q2 2025
Reduced 28.27%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
10,301
shares
|
$6.81 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
10,270
shares
|
$6.79 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
10,259
shares
|
$6.78 Million
5.49% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Aug 04, 2025 Q2 2025 |
10,216
shares
|
$6.75 Million
5.23% of portfolio
|
Q2 2025
Added 25.55%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
10,203
shares
|
$6.74 Million
0.63% of portfolio
|
Q2 2025
Added 1491.73%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
10,193
shares
|
$6.73 Million
2.09% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
10,190
shares
|
$6.73 Million
0.9% of portfolio
|
Q2 2025
Added 50.01%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
10,158
shares
|
$6.71 Million
3.22% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,131
shares
|
$6.69 Million
1.0% of portfolio
|
Q1 2024
Added 87.23%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
10,122
shares
|
$6.69 Million
6.52% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
10,120
shares
|
$6.69 Million
0.21% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
10,110
shares
|
$6.68 Million
5.22% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
10,107
shares
|
$6.68 Million
8.91% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
10,048
shares
|
$6.64 Million
0.5% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
10,047
shares
|
$6.64 Million
2.35% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
10,041
shares
|
$6.63 Million
1.96% of portfolio
|
Q2 2025
Added 25.48%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
10,039
shares
|
$6.63 Million
1.5% of portfolio
|
Q2 2025
Added 128.52%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
10,020
shares
|
$6.62 Million
0.48% of portfolio
|
Q2 2025
Added 54.94%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
9,936
shares
|
$6.56 Million
3.17% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
9,931
shares
|
$6.56 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.87%
|