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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,025
shares
|
$2.66 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
4,021
shares
|
$2.66 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,005
shares
|
$2.65 Million
0.57% of portfolio
|
Q3 2023
Added 178.51%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
4,004
shares
|
$2.65 Million
0.7% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
3,994
shares
|
$2.64 Million
1.33% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
3,985
shares
|
$2.63 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
3,984
shares
|
$2.63 Million
0.15% of portfolio
|
Q2 2025
Added 73.75%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
3,971
shares
|
$2.62 Million
1.32% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
3,969
shares
|
$2.62 Million
0.06% of portfolio
|
Q2 2025
Reduced 38.51%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
3,967
shares
|
$2.62 Million
0.21% of portfolio
|
Q3 2023
Added 47.09%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
3,945
shares
|
$2.61 Million
0.69% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
3,939
shares
|
$2.6 Million
0.69% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,934
shares
|
$2.6 Million
0.6% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
3,919
shares
|
$2.59 Million
0.16% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
3,896
shares
|
$2.57 Million
0.28% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
3,895
shares
|
$2.57 Million
0.57% of portfolio
|
Q2 2025
Added 33.44%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
3,885
shares
|
$2.57 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
3,885
shares
|
$2.57 Million
1.59% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
3,873
shares
|
$2.56 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,870
shares
|
$2.56 Million
2.51% of portfolio
|
Q2 2022
Reduced 22.74%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
3,869
shares
|
$2.56 Million
1.31% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
3,867
shares
|
$2.56 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
3,867
shares
|
$2.56 Million
0.79% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
3,862
shares
|
$2.55 Million
4.61% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
3,860
shares
|
$2.55 Million
0.9% of portfolio
|
Q2 2023
New holding
|