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 |
|---|---|---|---|---|---|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
6,447
shares
|
$4.26 Million
1.53% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
6,445
shares
|
$4.26 Million
0.47% of portfolio
|
Q2 2025
Added 47.28%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,443
shares
|
$4.26 Million
0.0% of portfolio
|
Q3 2022
Added 40.4%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
6,433
shares
|
$4.25 Million
1.5% of portfolio
|
Q2 2025
New holding
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
6,375
shares
|
$4.21 Million
1.87% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
6,368
shares
|
$4.21 Million
0.01% of portfolio
|
Q2 2025
Added 612.3%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
6,344
shares
|
$4.19 Million
1.48% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,338
shares
|
$4.19 Million
1.35% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
6,337
shares
|
$4.19 Million
1.24% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
6,330
shares
|
$4.18 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
6,329
shares
|
$4.18 Million
0.39% of portfolio
|
Q2 2025
Reduced 57.95%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,314
shares
|
$4.17 Million
1.39% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
6,312
shares
|
$4.17 Million
0.53% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,307
shares
|
$4.17 Million
0.64% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
6,276
shares
|
$4.15 Million
3.55% of portfolio
|
Q2 2025
Added 59.05%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
6,273
shares
|
$4.14 Million
0.73% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
6,242
shares
|
$4.12 Million
2.08% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
6,187
shares
|
$4.09 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
6,186
shares
|
$4.09 Million
0.32% of portfolio
|
Q2 2025
Reduced 77.42%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
6,183
shares
|
$4.09 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
6,165
shares
|
$4.07 Million
0.39% of portfolio
|
Q2 2025
Reduced 96.07%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
6,159
shares
|
$4.07 Million
1.83% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
6,157
shares
|
$4.07 Million
1.22% of portfolio
|
Q2 2025
Added 213.97%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
6,151
shares
|
$4.06 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
6,144
shares
|
$4.06 Million
0.18% of portfolio
|
Q4 2022
Reduced 1.6%
|