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 |
|---|---|---|---|---|---|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
7,581
shares
|
$5.01 Million
1.14% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
7,561
shares
|
$5 Million
1.4% of portfolio
|
Q2 2025
Reduced 85.87%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
7,561
shares
|
$5 Million
1.13% of portfolio
|
Q2 2025
Reduced 44.16%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
7,555
shares
|
$4.99 Million
1.45% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
7,543
shares
|
$4.98 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
7,538
shares
|
$4.98 Million
4.64% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,532
shares
|
$4.98 Million
0.08% of portfolio
|
Q3 2022
Reduced 10.92%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
7,507
shares
|
$4.96 Million
0.27% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
7,504
shares
|
$4.96 Million
1.52% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
7,503
shares
|
$4.96 Million
2.18% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Aug 05, 2025 Q2 2025 |
7,490
shares
|
$4.95 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Stegner Investment Associates Inc.
|
Jul 28, 2025 Q2 2025 |
7,482
shares
|
$4.94 Million
2.85% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
7,481
shares
|
$4.94 Million
0.17% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
7,470
shares
|
$4.94 Million
3.76% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
7,468
shares
|
$4.93 Million
3.45% of portfolio
|
Q2 2025
Reduced 11.23%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
7,462
shares
|
$4.93 Million
1.37% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
7,456
shares
|
$4.93 Million
2.93% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
7,448
shares
|
$4.92 Million
0.33% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
7,441
shares
|
$4.92 Million
0.51% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
7,436
shares
|
$4.91 Million
3.83% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
7,415
shares
|
$4.9 Million
0.88% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,414
shares
|
$4.9 Million
1.25% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
7,412
shares
|
$4.9 Million
0.66% of portfolio
|
Q2 2025
Added 29.65%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
7,381
shares
|
$4.88 Million
1.91% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
7,381
shares
|
$4.88 Million
3.39% of portfolio
|
Q2 2025
Added 9.2%
|