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 |
|---|---|---|---|---|---|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
5,402
shares
|
$3.57 Million
0.24% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
5,392
shares
|
$3.56 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
5,389
shares
|
$3.56 Million
0.36% of portfolio
|
Q2 2025
Reduced 39.88%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,378
shares
|
$3.55 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
5,364
shares
|
$3.54 Million
0.57% of portfolio
|
Q2 2025
Added 16.46%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
5,352
shares
|
$3.54 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
5,350
shares
|
$3.53 Million
1.25% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,346
shares
|
$3.53 Million
2.26% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
5,343
shares
|
$3.53 Million
2.24% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,313
shares
|
$3.51 Million
0.03% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
5,308
shares
|
$3.51 Million
1.71% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
5,246
shares
|
$3.47 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
5,245
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2023
Added 3.49%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
5,245
shares
|
$3.47 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
5,241
shares
|
$3.46 Million
0.73% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
5,229
shares
|
$3.45 Million
0.19% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
5,228
shares
|
$3.45 Million
1.22% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
5,225
shares
|
$3.45 Million
0.11% of portfolio
|
Q2 2025
Reduced 34.44%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
5,217
shares
|
$3.45 Million
1.41% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
5,215
shares
|
$3.45 Million
2.69% of portfolio
|
Q2 2025
Reduced 21.01%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,211
shares
|
$3.44 Million
2.54% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
5,203
shares
|
$3.44 Million
2.58% of portfolio
|
Q2 2025
Added 29.72%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
5,190
shares
|
$3.43 Million
1.18% of portfolio
|
Q2 2025
Added 151.45%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
5,159
shares
|
$3.41 Million
3.96% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
5,150
shares
|
$3.4 Million
3.12% of portfolio
|
Q2 2025
Added 11.09%
|