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 |
|---|---|---|---|---|---|
|
Harvey Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
7,191
shares
|
$4.75 Million
1.05% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,170
shares
|
$4.74 Million
0.88% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
7,161
shares
|
$4.73 Million
0.3% of portfolio
|
Q2 2025
Added 91.78%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
7,130
shares
|
$4.71 Million
1.5% of portfolio
|
Q2 2025
New holding
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
7,108
shares
|
$4.7 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
7,105
shares
|
$4.69 Million
3.7% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
7,102
shares
|
$4.69 Million
3.62% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,101
shares
|
$4.69 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
7,061
shares
|
$4.67 Million
0.68% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
7,055
shares
|
$4.66 Million
2.17% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
7,048
shares
|
$4.66 Million
1.46% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
7,036
shares
|
$4.65 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
7,026
shares
|
$4.64 Million
0.42% of portfolio
|
Q3 2024
Reduced 88.17%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,995
shares
|
$4.62 Million
2.34% of portfolio
|
Q2 2024
Reduced 69.28%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
6,989
shares
|
$4.62 Million
0.0% of portfolio
|
Q2 2025
Added 43.1%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
6,981
shares
|
$4.61 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,967
shares
|
$4.6 Million
0.6% of portfolio
|
Q2 2025
Added 269.99%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
6,965
shares
|
$4.6 Million
1.61% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
6,960
shares
|
$4.6 Million
1.04% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,948
shares
|
$4.59 Million
0.19% of portfolio
|
Q2 2022
Added 244.3%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
6,948
shares
|
$4.59 Million
1.3% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
6,936
shares
|
$4.58 Million
1.99% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
6,931
shares
|
$4.58 Million
0.26% of portfolio
|
Q2 2025
Reduced 57.38%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,918
shares
|
$4.57 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
6,913
shares
|
$4.57 Million
4.1% of portfolio
|
Q2 2025
New holding
|