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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
6,911
shares
|
$4.57 Million
1.26% of portfolio
|
Q2 2025
Added 16.7%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
6,896
shares
|
$4.56 Million
1.58% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
6,855
shares
|
$4.53 Million
0.02% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
6,852
shares
|
$4.53 Million
2.21% of portfolio
|
Q2 2025
Added 23.02%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
6,845
shares
|
$4.52 Million
0.28% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Tfo Tdc, LLC
|
Aug 07, 2025 Q2 2025 |
6,822
shares
|
$4.51 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
6,816
shares
|
$4.5 Million
1.87% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
6,812
shares
|
$4.5 Million
0.62% of portfolio
|
Q2 2025
Added 38.31%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
6,805
shares
|
$4.5 Million
1.08% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,804
shares
|
$4.5 Million
1.41% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Aug 07, 2025 Q2 2025 |
6,800
shares
|
$4.49 Million
3.94% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
6,794
shares
|
$4.49 Million
1.1% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
6,771
shares
|
$4.47 Million
1.67% of portfolio
|
Q2 2025
Reduced 33.47%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
6,765
shares
|
$4.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.29%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
6,758
shares
|
$4.47 Million
2.3% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
6,756
shares
|
$4.46 Million
1.37% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
6,751
shares
|
$4.46 Million
0.16% of portfolio
|
Q2 2025
Added 35.62%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
6,748
shares
|
$4.46 Million
1.52% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,746
shares
|
$4.46 Million
0.92% of portfolio
|
Q2 2025
Added 171.47%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
6,745
shares
|
$4.46 Million
0.33% of portfolio
|
Q2 2025
Reduced 26.75%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
6,743
shares
|
$4.46 Million
2.39% of portfolio
|
Q2 2025
Reduced 42.62%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
6,733
shares
|
$4.45 Million
0.61% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
6,727
shares
|
$4.44 Million
0.74% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
6,725
shares
|
$4.44 Million
0.53% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
6,717
shares
|
$4.44 Million
1.15% of portfolio
|
Q2 2025
Added 2.71%
|