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 |
|---|---|---|---|---|---|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
490,952
shares
|
$324 Million
30.61% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
481,691
shares
|
$318 Million
23.32% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
477,811
shares
|
$316 Million
1.38% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
464,479
shares
|
$307 Million
15.77% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
463,694
shares
|
$306 Million
12.08% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Aug 11, 2025 Q2 2025 |
462,829
shares
|
$306 Million
70.26% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
455,887
shares
|
$301 Million
34.54% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
454,256
shares
|
$300 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
452,042
shares
|
$299 Million
20.13% of portfolio
|
Q1 2025
Added 18.96%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
448,980
shares
|
$297 Million
4.22% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Aug 12, 2025 Q2 2025 |
445,254
shares
|
$294 Million
21.9% of portfolio
|
Q2 2025
Reduced 65.14%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
439,841
shares
|
$291 Million
2.7% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
436,143
shares
|
$288 Million
0.78% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
436,014
shares
|
$288 Million
19.64% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
435,763
shares
|
$288 Million
3.9% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Wealth Navi Inc.
|
Jul 18, 2025 Q2 2025 |
430,497
shares
|
$284 Million
2.69% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
429,325
shares
|
$284 Million
0.47% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
427,272
shares
|
$282 Million
0.63% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
426,282
shares
|
$282 Million
4.35% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
426,028
shares
|
$281 Million
2.15% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
423,847
shares
|
$280 Million
3.23% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
420,164
shares
|
$278 Million
36.7% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
415,493
shares
|
$275 Million
15.96% of portfolio
|
Q3 2022
Added 11.51%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
415,027
shares
|
$274 Million
21.24% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Toews Corp
|
Jul 28, 2025 Q2 2025 |
410,940
shares
|
$272 Million
37.69% of portfolio
|
Q2 2025
Added 31.49%
|