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 |
|---|---|---|---|---|---|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
5,009
shares
|
$3.31 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
5,007
shares
|
$3.31 Million
0.63% of portfolio
|
Q2 2025
Reduced 18.51%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
5,006
shares
|
$3.31 Million
1.19% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,990
shares
|
$3.3 Million
0.57% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
4,977
shares
|
$3.29 Million
0.54% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
4,968
shares
|
$3.28 Million
2.1% of portfolio
|
Q2 2025
Added 29.58%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
4,966
shares
|
$3.28 Million
0.49% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,959
shares
|
$3.28 Million
1.42% of portfolio
|
Q2 2022
Reduced 80.13%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
4,952
shares
|
$3.27 Million
2.08% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
4,950
shares
|
$3.27 Million
1.18% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
4,949
shares
|
$3.27 Million
0.35% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
4,933
shares
|
$3.26 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
4,932
shares
|
$3.26 Million
1.4% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,931
shares
|
$3.26 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,931
shares
|
$3.26 Million
0.73% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild & CO Wealth Management Uk LTD
|
Aug 06, 2025 Q2 2025 |
4,929
shares
|
$3.26 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
4,921
shares
|
$3.25 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
4,921
shares
|
$3.25 Million
2.01% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
4,897
shares
|
$3.24 Million
1.77% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
4,891
shares
|
$3.23 Million
1.59% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
4,879
shares
|
$3.22 Million
2.54% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
4,870
shares
|
$3.22 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
4,869
shares
|
$3.22 Million
1.91% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
4,868
shares
|
$3.22 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
4,865
shares
|
$3.21 Million
0.53% of portfolio
|
Q2 2025
Reduced 13.2%
|