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 |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,405
shares
|
$2.91 Million
1.44% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
4,401
shares
|
$2.91 Million
1.35% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
4,400
shares
|
$2.91 Million
0.41% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
4,399
shares
|
$2.91 Million
2.22% of portfolio
|
Q2 2025
Reduced 32.78%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
4,398
shares
|
$2.91 Million
0.38% of portfolio
|
Q2 2025
Added 27.33%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,391
shares
|
$2.9 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
4,391
shares
|
$2.9 Million
3.15% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
4,390
shares
|
$2.9 Million
1.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,375
shares
|
$2.89 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
4,371
shares
|
$2.89 Million
2.63% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,366
shares
|
$2.88 Million
0.17% of portfolio
|
Q4 2022
Reduced 44.05%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
4,346
shares
|
$2.87 Million
0.14% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
4,334
shares
|
$2.86 Million
1.65% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
4,327
shares
|
$2.86 Million
0.28% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,320
shares
|
$2.85 Million
0.14% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,308
shares
|
$2.85 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
4,283
shares
|
$2.83 Million
1.74% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,277
shares
|
$2.83 Million
0.37% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
4,275
shares
|
$2.82 Million
1.93% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
4,256
shares
|
$2.81 Million
1.09% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
4,217
shares
|
$2.79 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
4,211
shares
|
$2.78 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
4,196
shares
|
$2.77 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
4,196
shares
|
$2.77 Million
0.22% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
4,192
shares
|
$2.77 Million
1.35% of portfolio
|
Q1 2025
Added 0.02%
|