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 |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
8,134
shares
|
$5.37 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
8,131
shares
|
$5.37 Million
2.88% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
8,131
shares
|
$5.37 Million
0.58% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
8,128
shares
|
$5.37 Million
1.82% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
8,111
shares
|
$5.36 Million
2.65% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jul 25, 2025 Q2 2025 |
8,109
shares
|
$5.36 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
8,103
shares
|
$5.35 Million
1.01% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
8,093
shares
|
$5.35 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
8,083
shares
|
$5.34 Million
2.68% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
8,038
shares
|
$5.31 Million
2.13% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
8,029
shares
|
$5.3 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
8,020
shares
|
$5.3 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
8,019
shares
|
$5.3 Million
1.28% of portfolio
|
Q1 2023
Reduced 18.52%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
8,018
shares
|
$5.3 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
8,014
shares
|
$5.3 Million
2.82% of portfolio
|
Q1 2025
New holding
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
8,008
shares
|
$5.29 Million
4.0% of portfolio
|
Q2 2025
Added 47.18%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
8,007
shares
|
$5.29 Million
1.36% of portfolio
|
Q2 2025
Reduced 27.66%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
7,980
shares
|
$5.27 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
7,926
shares
|
$5.24 Million
3.19% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
7,924
shares
|
$5.24 Million
0.68% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
7,917
shares
|
$5.23 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
7,905
shares
|
$5.22 Million
3.0% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
7,893
shares
|
$5.22 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
7,893
shares
|
$5.22 Million
4.24% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,853
shares
|
$5.19 Million
3.21% of portfolio
|
Q3 2024
Added 0.38%
|