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 |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,715
shares
|
$4.44 Million
3.97% of portfolio
|
Q4 2022
Reduced 14.91%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,705
shares
|
$4.43 Million
0.49% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
6,701
shares
|
$4.43 Million
2.38% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Schwab Charitable Fund
|
Jul 21, 2025 Q2 2025 |
6,686
shares
|
$4.42 Million
0.09% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
6,676
shares
|
$4.41 Million
0.26% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Aug 06, 2025 Q2 2025 |
6,663
shares
|
$4.4 Million
3.55% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
6,646
shares
|
$4.39 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
6,627
shares
|
$4.38 Million
0.95% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
6,626
shares
|
$4.38 Million
1.49% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
6,622
shares
|
$4.38 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
6,619
shares
|
$4.37 Million
0.04% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
6,611
shares
|
$4.37 Million
3.08% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,607
shares
|
$4.37 Million
0.27% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
6,601
shares
|
$4.36 Million
2.22% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,525
shares
|
$4.31 Million
0.88% of portfolio
|
Q2 2025
Added 93.68%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
6,520
shares
|
$4.31 Million
0.54% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
6,514
shares
|
$4.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
6,511
shares
|
$4.3 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
6,504
shares
|
$4.3 Million
0.3% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,503
shares
|
$4.3 Million
1.27% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
6,481
shares
|
$4.28 Million
0.4% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
6,481
shares
|
$4.28 Million
2.83% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
6,469
shares
|
$4.27 Million
3.42% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
6,468
shares
|
$4.27 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
6,452
shares
|
$4.26 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.62%
|