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 |
|---|---|---|---|---|---|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
7,374
shares
|
$4.87 Million
0.87% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
7,359
shares
|
$4.86 Million
0.88% of portfolio
|
Q2 2025
Added 45.35%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
7,358
shares
|
$4.86 Million
0.05% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
7,347
shares
|
$4.85 Million
1.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
7,343
shares
|
$4.85 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,338
shares
|
$4.85 Million
0.29% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
7,314
shares
|
$4.83 Million
7.77% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
7,311
shares
|
$4.83 Million
0.97% of portfolio
|
Q2 2025
Added 22.67%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
7,308
shares
|
$4.83 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
7,301
shares
|
$4.82 Million
1.31% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
7,300
shares
|
$4.82 Million
0.73% of portfolio
|
Q2 2025
Reduced 33.1%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
7,299
shares
|
$4.82 Million
0.4% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,296
shares
|
$4.82 Million
0.21% of portfolio
|
Q2 2025
Added 56.77%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
7,291
shares
|
$4.82 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
7,282
shares
|
$4.81 Million
0.38% of portfolio
|
Q1 2025
Reduced 54.31%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
7,277
shares
|
$4.81 Million
0.31% of portfolio
|
Q2 2025
Added 256.37%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
7,267
shares
|
$4.8 Million
2.01% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
7,262
shares
|
$4.8 Million
0.32% of portfolio
|
Q2 2023
Reduced 5.44%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,262
shares
|
$4.8 Million
1.26% of portfolio
|
Q4 2022
Added 47.21%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
7,250
shares
|
$4.79 Million
1.09% of portfolio
|
Q2 2025
Reduced 22.57%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,249
shares
|
$4.79 Million
0.62% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
7,245
shares
|
$4.79 Million
3.52% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,244
shares
|
$4.79 Million
0.37% of portfolio
|
Q2 2023
Reduced 6.3%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
7,236
shares
|
$4.78 Million
0.05% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
7,216
shares
|
$4.77 Million
2.68% of portfolio
|
Q2 2025
Added 2.38%
|