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 |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
9,425
shares
|
$6.23 Million
0.96% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
9,422
shares
|
$6.23 Million
1.23% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
9,414
shares
|
$6.22 Million
0.55% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
9,403
shares
|
$6.21 Million
1.36% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
9,403
shares
|
$6.21 Million
0.88% of portfolio
|
Q2 2025
Added 238.6%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
9,399
shares
|
$6.21 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
9,384
shares
|
$6.2 Million
1.86% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
9,353
shares
|
$6.18 Million
2.67% of portfolio
|
Q2 2025
Added 39.26%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,330
shares
|
$6.16 Million
2.22% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
9,305
shares
|
$6.15 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
9,287
shares
|
$6.14 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
9,262
shares
|
$6.12 Million
0.73% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
9,242
shares
|
$6.11 Million
0.38% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
9,229
shares
|
$6.1 Million
1.76% of portfolio
|
Q2 2025
Reduced 36.96%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
9,221
shares
|
$6.09 Million
1.71% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,215
shares
|
$6.09 Million
0.67% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
9,193
shares
|
$6.07 Million
2.55% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
9,191
shares
|
$6.07 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
9,191
shares
|
$6.07 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
9,163
shares
|
$6.05 Million
4.29% of portfolio
|
Q2 2025
Added 67.36%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
9,152
shares
|
$6.05 Million
0.62% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
9,148
shares
|
$6.04 Million
1.76% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
9,140
shares
|
$6.04 Million
1.17% of portfolio
|
Q2 2025
Added 32.85%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
9,135
shares
|
$6.04 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
9,117
shares
|
$6.02 Million
12.61% of portfolio
|
Q2 2025
Reduced 1.63%
|