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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
409,878
shares
|
$271 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
403,627
shares
|
$267 Million
2.13% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Ashford Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
397,692
shares
|
$263 Million
56.95% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
395,925
shares
|
$262 Million
33.74% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
394,126
shares
|
$260 Million
7.23% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
393,209
shares
|
$260 Million
14.32% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
391,609
shares
|
$259 Million
21.45% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
391,136
shares
|
$258 Million
9.25% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
386,383
shares
|
$255 Million
0.16% of portfolio
|
Q2 2025
Added 148.17%
|
|
|
Taiyo Life Insurance CO
|
Jul 28, 2025 Q2 2025 |
385,475
shares
|
$255 Million
22.47% of portfolio
|
Q2 2023
Reduced 10.87%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
381,056
shares
|
$252 Million
2.25% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
380,554
shares
|
$251 Million
4.62% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
373,601
shares
|
$247 Million
56.96% of portfolio
|
Q2 2022
Added 92.61%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
373,596
shares
|
$247 Million
11.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
371,317
shares
|
$245 Million
34.74% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
370,896
shares
|
$245 Million
39.18% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
368,147
shares
|
$243 Million
3.48% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
Aug 14, 2025 Q2 2025 |
364,361
shares
|
$241 Million
7.19% of portfolio
|
Q1 2025
Added 233.07%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
362,926
shares
|
$240 Million
12.45% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
361,284
shares
|
$239 Million
7.66% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
360,480
shares
|
$238 Million
1.03% of portfolio
|
Q1 2025
Added 19.65%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
360,425
shares
|
$238 Million
3.66% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
358,461
shares
|
$237 Million
1.28% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
356,128
shares
|
$235 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
354,701
shares
|
$234 Million
14.88% of portfolio
|
Q2 2023
Added 5.15%
|