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 |
|---|---|---|---|---|---|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,111
shares
|
$6.02 Million
1.33% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
9,108
shares
|
$6.02 Million
1.63% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
9,101
shares
|
$6.01 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,099
shares
|
$6.01 Million
0.4% of portfolio
|
Q3 2022
Reduced 4.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
9,079
shares
|
$6 Million
0.35% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
9,061
shares
|
$5.99 Million
1.74% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
9,057
shares
|
$5.98 Million
4.74% of portfolio
|
Q2 2025
Added 20.52%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
9,050
shares
|
$5.98 Million
0.6% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
9,049
shares
|
$5.98 Million
0.9% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
9,046
shares
|
$5.98 Million
0.55% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Jul 22, 2025 Q2 2025 |
9,026
shares
|
$5.96 Million
16.85% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
9,025
shares
|
$5.96 Million
3.31% of portfolio
|
Q2 2025
Added 89.24%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
8,978
shares
|
$5.93 Million
3.19% of portfolio
|
Q2 2025
Reduced 45.43%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
8,971
shares
|
$5.93 Million
1.03% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
8,970
shares
|
$5.93 Million
0.07% of portfolio
|
Q2 2025
Reduced 48.77%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
8,967
shares
|
$5.92 Million
2.14% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
8,950
shares
|
$5.91 Million
1.08% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
8,938
shares
|
$5.91 Million
0.05% of portfolio
|
Q2 2025
Added 22.54%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
8,925
shares
|
$5.9 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
8,893
shares
|
$5.88 Million
1.87% of portfolio
|
Q2 2025
Added 612.58%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,891
shares
|
$5.87 Million
3.56% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
8,883
shares
|
$5.87 Million
0.61% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
8,882
shares
|
$5.87 Million
1.15% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
8,842
shares
|
$5.84 Million
2.6% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
8,808
shares
|
$5.82 Million
0.22% of portfolio
|
Q2 2025
Added 12.13%
|