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 |
|---|---|---|---|---|---|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
8,796
shares
|
$5.81 Million
1.18% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
8,773
shares
|
$5.8 Million
2.67% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
8,761
shares
|
$5.79 Million
2.12% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
8,756
shares
|
$5.79 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
8,746
shares
|
$5.78 Million
0.02% of portfolio
|
Q2 2025
Added 55.9%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
8,744
shares
|
$5.78 Million
4.73% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
8,729
shares
|
$5.77 Million
4.04% of portfolio
|
Q2 2025
Added 44.57%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
8,703
shares
|
$5.75 Million
1.57% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Moneda S.A. Administradora General De Fondos
|
Aug 14, 2025 Q2 2025 |
8,700
shares
|
$5.75 Million
5.85% of portfolio
|
Q4 2023
Reduced 10.45%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8,688
shares
|
$5.74 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Aug 12, 2025 Q2 2025 |
8,668
shares
|
$5.73 Million
6.75% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Aug 04, 2025 Q2 2025 |
8,663
shares
|
$5.72 Million
2.3% of portfolio
|
Q2 2025
Added 25.42%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
8,663
shares
|
$5.72 Million
6.6% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
8,649
shares
|
$5.71 Million
3.12% of portfolio
|
Q2 2025
Added 74.8%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
8,639
shares
|
$5.71 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
8,628
shares
|
$5.7 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
8,612
shares
|
$5.69 Million
0.04% of portfolio
|
Q2 2025
Reduced 27.95%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
8,607
shares
|
$5.69 Million
1.34% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
8,595
shares
|
$5.68 Million
4.06% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
8,585
shares
|
$5.67 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
8,579
shares
|
$5.67 Million
0.6% of portfolio
|
Q2 2025
Added 27.87%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
8,558
shares
|
$5.65 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
8,541
shares
|
$5.64 Million
0.98% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
8,538
shares
|
$5.64 Million
1.98% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
8,526
shares
|
$5.63 Million
0.82% of portfolio
|
Q2 2025
Added 2.07%
|