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 |
|---|---|---|---|---|---|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
5,646
shares
|
$3.73 Million
1.77% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
5,627
shares
|
$3.72 Million
0.52% of portfolio
|
Q2 2025
Reduced 38.23%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
5,620
shares
|
$3.71 Million
0.11% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,607
shares
|
$3.7 Million
0.69% of portfolio
|
Q1 2025
Reduced 57.44%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,594
shares
|
$3.7 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
5,593
shares
|
$3.7 Million
1.56% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
5,593
shares
|
$3.7 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
5,581
shares
|
$3.69 Million
1.08% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
5,575
shares
|
$3.68 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
5,555
shares
|
$3.67 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
5,544
shares
|
$3.66 Million
1.06% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,528
shares
|
$3.65 Million
0.4% of portfolio
|
Q4 2022
Added 5.68%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
5,526
shares
|
$3.65 Million
0.12% of portfolio
|
Q3 2023
Added 7.24%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
5,520
shares
|
$3.65 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
5,520
shares
|
$3.65 Million
0.27% of portfolio
|
Q2 2025
Added 64.97%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
5,505
shares
|
$3.64 Million
2.9% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
5,500
shares
|
$3.63 Million
2.55% of portfolio
|
Q2 2025
Reduced 41.75%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,490
shares
|
$3.63 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
5,482
shares
|
$3.62 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
5,468
shares
|
$3.61 Million
1.07% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,467
shares
|
$3.61 Million
1.03% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
5,464
shares
|
$3.61 Million
0.25% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
5,448
shares
|
$3.6 Million
0.13% of portfolio
|
Q2 2025
Added 697.66%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,443
shares
|
$3.6 Million
1.26% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
5,414
shares
|
$3.58 Million
0.97% of portfolio
|
Q2 2025
Added 216.79%
|