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 |
|---|---|---|---|---|---|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
5,145
shares
|
$3.4 Million
0.52% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
5,138
shares
|
$3.39 Million
0.46% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
5,129
shares
|
$3.39 Million
1.96% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
5,128
shares
|
$3.39 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
5,124
shares
|
$3.39 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
5,122
shares
|
$3.38 Million
1.29% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,120
shares
|
$3.38 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
5,120
shares
|
$3.38 Million
0.03% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
5,115
shares
|
$3.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 31.67%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
5,113
shares
|
$3.38 Million
1.59% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
5,112
shares
|
$3.38 Million
1.06% of portfolio
|
Q2 2025
Added 24.32%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
5,111
shares
|
$3.38 Million
0.5% of portfolio
|
Q2 2025
Added 14.85%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
5,107
shares
|
$3.37 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
5,104
shares
|
$3.37 Million
0.59% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
5,098
shares
|
$3.37 Million
0.95% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
5,091
shares
|
$3.36 Million
0.52% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
5,090
shares
|
$3.36 Million
1.52% of portfolio
|
Q2 2025
Added 16.74%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
5,087
shares
|
$3.36 Million
0.49% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,083
shares
|
$3.36 Million
1.61% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
5,074
shares
|
$3.35 Million
2.89% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
5,073
shares
|
$3.35 Million
2.5% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
5,056
shares
|
$3.34 Million
1.27% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
5,019
shares
|
$3.32 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
5,019
shares
|
$3.32 Million
1.28% of portfolio
|
Q2 2025
Added 82.24%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2025 Q2 2025 |
5,017
shares
|
$3.31 Million
3.29% of portfolio
|
Q2 2025
Reduced 93.25%
|