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 |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
6,139
shares
|
$4.06 Million
0.3% of portfolio
|
Q1 2025
Reduced 81.81%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
6,137
shares
|
$4.05 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
6,122
shares
|
$4.04 Million
0.71% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,116
shares
|
$4.04 Million
0.86% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
6,093
shares
|
$4.03 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
6,089
shares
|
$4.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,084
shares
|
$4.02 Million
0.11% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
6,080
shares
|
$4.02 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
6,054
shares
|
$4 Million
0.44% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
6,046
shares
|
$3.99 Million
1.01% of portfolio
|
Q2 2025
Added 22.76%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
6,030
shares
|
$3.98 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
6,024
shares
|
$3.98 Million
1.98% of portfolio
|
Q1 2024
Added 1.52%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
6,020
shares
|
$3.98 Million
0.71% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
6,019
shares
|
$3.98 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
6,011
shares
|
$3.97 Million
2.99% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
6,009
shares
|
$3.97 Million
0.62% of portfolio
|
Q2 2023
New holding
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
6,004
shares
|
$3.97 Million
0.21% of portfolio
|
Q2 2025
Added 38.18%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
5,997
shares
|
$3.96 Million
1.67% of portfolio
|
Q2 2025
Reduced 46.99%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,977
shares
|
$3.95 Million
0.38% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
5,967
shares
|
$3.94 Million
0.39% of portfolio
|
Q1 2025
Added 104.0%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
5,966
shares
|
$3.94 Million
0.98% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
5,964
shares
|
$3.94 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
5,937
shares
|
$3.92 Million
0.68% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
5,921
shares
|
$3.91 Million
0.14% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
5,887
shares
|
$3.89 Million
1.2% of portfolio
|
Q2 2025
Added 20.12%
|