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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,799
shares
|
$5.15 Million
1.2% of portfolio
|
Q4 2024
Added 24.03%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
7,788
shares
|
$5.15 Million
1.47% of portfolio
|
Q1 2024
Reduced 4.09%
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
7,773
shares
|
$5.14 Million
1.06% of portfolio
|
Q2 2025
Reduced 27.05%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
7,765
shares
|
$5.13 Million
4.86% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
7,759
shares
|
$5.13 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
7,758
shares
|
$5.13 Million
1.54% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
7,749
shares
|
$5.12 Million
2.96% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
7,745
shares
|
$5.12 Million
2.11% of portfolio
|
Q2 2025
Added 79.99%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
7,741
shares
|
$5.11 Million
0.88% of portfolio
|
Q2 2025
Added 60.63%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
7,733
shares
|
$5.11 Million
0.85% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
7,720
shares
|
$5.1 Million
0.59% of portfolio
|
Q2 2025
Reduced 32.76%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
7,717
shares
|
$5.1 Million
8.07% of portfolio
|
Q2 2025
Reduced 24.74%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
7,706
shares
|
$5.09 Million
2.75% of portfolio
|
Q2 2025
Added 81.02%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
7,699
shares
|
$5.09 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
7,674
shares
|
$5.07 Million
0.96% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,671
shares
|
$5.07 Million
2.37% of portfolio
|
Q2 2025
Reduced 31.37%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
7,657
shares
|
$5.06 Million
0.73% of portfolio
|
Q3 2023
Reduced 1.69%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
7,654
shares
|
$5.06 Million
2.7% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
7,653
shares
|
$5.06 Million
0.06% of portfolio
|
Q2 2025
Reduced 50.16%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
7,651
shares
|
$5.06 Million
3.8% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
7,646
shares
|
$5.05 Million
5.57% of portfolio
|
Q2 2025
Added 570.7%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
7,640
shares
|
$5.05 Million
0.51% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
7,603
shares
|
$5.02 Million
2.7% of portfolio
|
Q2 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
7,597
shares
|
$5.02 Million
1.9% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,589
shares
|
$5.01 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.39%
|