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 3,955 institutions that hold shares in the stock, with a total of 815 Million shares, which have been reported (via 13F filing form) to have a value of $515 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
406,527
shares
|
$257 Million
57.1% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
401,432
shares
|
$254 Million
2.35% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
399,916
shares
|
$253 Million
2.05% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
395,925
shares
|
$250 Million
33.74% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
394,933
shares
|
$249 Million
7.4% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
394,126
shares
|
$249 Million
7.23% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
393,209
shares
|
$248 Million
14.32% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
391,609
shares
|
$247 Million
21.45% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Taiyo Life Insurance CO
|
May 07, 2025 Q1 2025 |
385,475
shares
|
$244 Million
19.41% of portfolio
|
Q2 2023
Reduced 10.87%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
383,029
shares
|
$242 Million
8.38% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
373,601
shares
|
$236 Million
56.96% of portfolio
|
Q2 2022
Added 92.61%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
373,596
shares
|
$236 Million
11.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
371,873
shares
|
$235 Million
1.33% of portfolio
|
Q1 2025
Reduced 36.26%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
371,317
shares
|
$235 Million
34.74% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
370,896
shares
|
$234 Million
39.18% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
368,147
shares
|
$233 Million
3.48% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
365,026
shares
|
$231 Million
0.15% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
May 15, 2025 Q1 2025 |
364,361
shares
|
$230 Million
8.09% of portfolio
|
Q1 2025
Added 233.07%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
361,284
shares
|
$228 Million
7.89% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
360,480
shares
|
$228 Million
1.03% of portfolio
|
Q1 2025
Added 19.65%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
360,152
shares
|
$228 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
355,276
shares
|
$224 Million
6.06% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
354,721
shares
|
$224 Million
11.74% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
354,701
shares
|
$224 Million
14.88% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
354,701
shares
|
$224 Million
14.88% of portfolio
|
Q2 2023
Added 5.15%
|