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 |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,860
shares
|
$2.55 Million
0.18% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
3,859
shares
|
$2.55 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,858
shares
|
$2.55 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
3,848
shares
|
$2.54 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
3,848
shares
|
$2.54 Million
0.5% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
3,843
shares
|
$2.54 Million
1.49% of portfolio
|
Q2 2025
Added 484.04%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
3,836
shares
|
$2.53 Million
1.0% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
3,833
shares
|
$2.53 Million
1.59% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
3,820
shares
|
$2.52 Million
0.19% of portfolio
|
Q2 2025
Reduced 15.17%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
3,818
shares
|
$2.52 Million
0.88% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
3,812
shares
|
$2.52 Million
0.49% of portfolio
|
Q2 2025
Reduced 14.57%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,796
shares
|
$2.51 Million
0.31% of portfolio
|
Q4 2022
Reduced 10.89%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,796
shares
|
$2.51 Million
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
3,792
shares
|
$2.51 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,782
shares
|
$2.5 Million
0.1% of portfolio
|
Q2 2022
Added 11.43%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
3,773
shares
|
$2.49 Million
1.12% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
3,767
shares
|
$2.49 Million
0.22% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
3,759
shares
|
$2.48 Million
0.9% of portfolio
|
Q2 2025
Reduced 19.0%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
3,753
shares
|
$2.48 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
3,750
shares
|
$2.48 Million
0.69% of portfolio
|
Q2 2022
Reduced 92.18%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,746
shares
|
$2.48 Million
0.19% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
3,732
shares
|
$2.47 Million
0.29% of portfolio
|
Q2 2022
Added 0.32%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
3,722
shares
|
$2.46 Million
0.13% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
3,719
shares
|
$2.46 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
3,715
shares
|
$2.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 27.64%
|