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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
5,883
shares
|
$3.89 Million
0.84% of portfolio
|
Q2 2025
Added 500.31%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
5,873
shares
|
$3.88 Million
0.33% of portfolio
|
Q4 2023
Reduced 7.6%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
5,866
shares
|
$3.88 Million
2.86% of portfolio
|
Q2 2025
Reduced 23.18%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
5,862
shares
|
$3.87 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
5,852
shares
|
$3.87 Million
2.86% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
5,829
shares
|
$3.85 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
5,829
shares
|
$3.85 Million
1.18% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
5,829
shares
|
$3.85 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2025 Q2 2025 |
5,826
shares
|
$3.85 Million
0.12% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
5,823
shares
|
$3.85 Million
2.09% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
5,792
shares
|
$3.83 Million
1.51% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
5,790
shares
|
$3.83 Million
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,789
shares
|
$3.82 Million
0.63% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,779
shares
|
$3.82 Million
1.33% of portfolio
|
Q1 2023
Reduced 0.05%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
5,765
shares
|
$3.81 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,763
shares
|
$3.81 Million
1.86% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,728
shares
|
$3.78 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
5,719
shares
|
$3.78 Million
0.26% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,718
shares
|
$3.78 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
5,704
shares
|
$3.77 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
5,691
shares
|
$3.76 Million
0.89% of portfolio
|
Q2 2025
Added 26.8%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
5,671
shares
|
$3.75 Million
1.17% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
5,667
shares
|
$3.74 Million
0.35% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
5,665
shares
|
$3.74 Million
0.41% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,656
shares
|
$3.74 Million
0.62% of portfolio
|
Q2 2025
Added 0.8%
|