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 |
|---|---|---|---|---|---|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,911
shares
|
$6.55 Million
17.22% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
9,910
shares
|
$6.55 Million
1.94% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
9,900
shares
|
$6.54 Million
2.45% of portfolio
|
Q2 2025
Reduced 55.23%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
9,885
shares
|
$6.53 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
9,879
shares
|
$6.53 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,866
shares
|
$6.52 Million
0.89% of portfolio
|
Q4 2022
Added 53.75%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
9,866
shares
|
$6.52 Million
0.41% of portfolio
|
Q1 2024
Added 0.7%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
9,793
shares
|
$6.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.7%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Aug 15, 2025 Q2 2025 |
9,773
shares
|
$6.46 Million
3.87% of portfolio
|
Q2 2025
Added 45.06%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
9,706
shares
|
$6.41 Million
12.52% of portfolio
|
Q4 2024
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
9,703
shares
|
$6.41 Million
6.4% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
9,689
shares
|
$6.4 Million
0.81% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
9,653
shares
|
$6.38 Million
1.48% of portfolio
|
Q1 2025
Added 37.88%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
9,648
shares
|
$6.37 Million
6.4% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
9,623
shares
|
$6.36 Million
2.31% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
9,623
shares
|
$6.36 Million
0.79% of portfolio
|
Q2 2025
Reduced 23.57%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
9,604
shares
|
$6.35 Million
1.98% of portfolio
|
Q2 2025
Added 77.88%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
9,586
shares
|
$6.33 Million
2.53% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
9,561
shares
|
$6.32 Million
1.9% of portfolio
|
Q2 2025
Added 60.47%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
9,533
shares
|
$6.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 89.08%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
9,487
shares
|
$6.27 Million
1.69% of portfolio
|
Q2 2025
Added 40.09%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
9,455
shares
|
$6.25 Million
2.8% of portfolio
|
Q2 2025
Reduced 54.06%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,446
shares
|
$6.24 Million
2.57% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
9,444
shares
|
$6.24 Million
1.1% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
9,442
shares
|
$6.24 Million
2.14% of portfolio
|
Q2 2025
New holding
|