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 |
|---|---|---|---|---|---|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
8,515
shares
|
$5.63 Million
2.01% of portfolio
|
Q2 2025
Reduced 40.17%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
8,504
shares
|
$5.62 Million
2.8% of portfolio
|
Q2 2025
Added 205.35%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
8,455
shares
|
$5.59 Million
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
8,421
shares
|
$5.56 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
8,419
shares
|
$5.56 Million
0.7% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
8,417
shares
|
$5.56 Million
0.15% of portfolio
|
Q2 2025
Added 95.2%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8,398
shares
|
$5.55 Million
0.64% of portfolio
|
Q2 2025
Reduced 32.85%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
8,378
shares
|
$5.54 Million
0.72% of portfolio
|
Q2 2025
Added 29.27%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,374
shares
|
$5.53 Million
0.92% of portfolio
|
Q2 2022
Reduced 8.76%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
8,349
shares
|
$5.52 Million
1.42% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
8,339
shares
|
$5.51 Million
4.11% of portfolio
|
Q2 2025
Added 19.69%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
8,334
shares
|
$5.51 Million
3.74% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
8,304
shares
|
$5.49 Million
3.7% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
8,264
shares
|
$5.46 Million
2.49% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
8,257
shares
|
$5.46 Million
3.95% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,248
shares
|
$5.45 Million
0.49% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
8,234
shares
|
$5.44 Million
0.17% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
8,229
shares
|
$5.44 Million
1.09% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
8,226
shares
|
$5.44 Million
0.72% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
8,226
shares
|
$5.44 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
8,222
shares
|
$5.43 Million
3.53% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
8,213
shares
|
$5.43 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
8,166
shares
|
$5.4 Million
0.47% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
8,155
shares
|
$5.39 Million
0.06% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
8,138
shares
|
$5.38 Million
0.4% of portfolio
|
Q2 2025
Added 1.83%
|