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 |
|---|---|---|---|---|---|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
4,188
shares
|
$2.77 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
4,167
shares
|
$2.75 Million
3.33% of portfolio
|
Q2 2025
Added 96.3%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,163
shares
|
$2.75 Million
0.81% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
4,146
shares
|
$2.74 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
4,141
shares
|
$2.74 Million
0.28% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
4,137
shares
|
$2.73 Million
1.37% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
4,130
shares
|
$2.73 Million
0.32% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
4,126
shares
|
$2.73 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
4,109
shares
|
$2.71 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
4,104
shares
|
$2.71 Million
1.18% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
4,104
shares
|
$2.71 Million
1.63% of portfolio
|
Q3 2024
Reduced 95.22%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
4,100
shares
|
$2.71 Million
0.74% of portfolio
|
Q4 2017
Reduced 50.0%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
4,097
shares
|
$2.71 Million
0.17% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
4,091
shares
|
$2.7 Million
0.42% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
4,080
shares
|
$2.7 Million
0.87% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
4,080
shares
|
$2.7 Million
1.46% of portfolio
|
Q2 2025
Reduced 19.76%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,080
shares
|
$2.7 Million
0.54% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
4,079
shares
|
$2.7 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
4,070
shares
|
$2.69 Million
1.44% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
4,065
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 75.43%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
4,063
shares
|
$2.68 Million
1.3% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
4,061
shares
|
$2.68 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
4,058
shares
|
$2.68 Million
0.35% of portfolio
|
Q2 2025
Reduced 68.0%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
4,045
shares
|
$2.67 Million
0.63% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
Jul 24, 2025 Q2 2025 |
4,029
shares
|
$2.66 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.49%
|