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 |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,686
shares
|
$3.1 Million
0.68% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,672
shares
|
$3.09 Million
0.38% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
4,672
shares
|
$3.09 Million
0.4% of portfolio
|
Q2 2025
Added 23.86%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
4,670
shares
|
$3.09 Million
0.1% of portfolio
|
Q2 2024
Added 35.52%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
4,667
shares
|
$3.08 Million
1.61% of portfolio
|
Q2 2025
Added 17.85%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
4,666
shares
|
$3.08 Million
0.63% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
4,656
shares
|
$3.08 Million
0.52% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,653
shares
|
$3.07 Million
0.92% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,650
shares
|
$3.07 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
4,624
shares
|
$3.06 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
4,620
shares
|
$3.05 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
4,619
shares
|
$3.05 Million
1.74% of portfolio
|
Q2 2025
Added 212.31%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
4,610
shares
|
$3.05 Million
2.01% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
4,605
shares
|
$3.04 Million
1.13% of portfolio
|
Q2 2025
Added 34.61%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
4,588
shares
|
$3.03 Million
1.11% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
4,584
shares
|
$3.03 Million
0.8% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,581
shares
|
$3.03 Million
0.14% of portfolio
|
Q3 2022
Added 17.92%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
4,581
shares
|
$3.03 Million
0.62% of portfolio
|
Q2 2025
Added 113.67%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
4,565
shares
|
$3.02 Million
0.88% of portfolio
|
Q2 2025
Reduced 58.78%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
4,560
shares
|
$3.01 Million
2.19% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
4,558
shares
|
$3.01 Million
1.16% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Nyl Investors LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,554
shares
|
$3.01 Million
0.82% of portfolio
|
Q2 2025
Reduced 20.4%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,551
shares
|
$3.01 Million
0.21% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
4,544
shares
|
$3 Million
0.89% of portfolio
|
Q2 2025
Reduced 47.25%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
4,533
shares
|
$3 Million
0.81% of portfolio
|
Q2 2025
Added 23.08%
|