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 |
|---|---|---|---|---|---|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
4,862
shares
|
$3.21 Million
0.48% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
4,856
shares
|
$3.21 Million
1.53% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,848
shares
|
$3.2 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
4,839
shares
|
$3.2 Million
2.48% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,837
shares
|
$3.2 Million
0.39% of portfolio
|
Q3 2024
Added 236.6%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
4,833
shares
|
$3.19 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,822
shares
|
$3.19 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
4,811
shares
|
$3.18 Million
2.34% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
4,796
shares
|
$3.17 Million
0.1% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
4,795
shares
|
$3.17 Million
2.36% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
4,789
shares
|
$3.16 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
4,786
shares
|
$3.16 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
4,782
shares
|
$3.16 Million
0.86% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
4,782
shares
|
$3.16 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
4,776
shares
|
$3.16 Million
0.01% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
4,768
shares
|
$3.15 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
4,751
shares
|
$3.14 Million
2.26% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
4,749
shares
|
$3.14 Million
0.33% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
4,747
shares
|
$3.14 Million
0.22% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
4,731
shares
|
$3.13 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
4,722
shares
|
$3.12 Million
2.09% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
4,721
shares
|
$3.12 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
4,720
shares
|
$3.12 Million
0.38% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
4,713
shares
|
$3.11 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,702
shares
|
$3.11 Million
0.24% of portfolio
|
Q2 2024
Reduced 7.97%
|