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 |
|---|---|---|---|---|---|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
3,715
shares
|
$2.45 Million
0.92% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
3,715
shares
|
$2.45 Million
0.32% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
3,713
shares
|
$2.45 Million
0.22% of portfolio
|
Q1 2025
Reduced 24.08%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
3,706
shares
|
$2.45 Million
0.36% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
3,704
shares
|
$2.45 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
3,699
shares
|
$2.44 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
3,698
shares
|
$2.44 Million
5.83% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
3,695
shares
|
$2.44 Million
1.15% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
3,693
shares
|
$2.44 Million
0.72% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
3,685
shares
|
$2.43 Million
0.84% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
3,675
shares
|
$2.43 Million
0.29% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
3,668
shares
|
$2.42 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
3,645
shares
|
$2.41 Million
0.1% of portfolio
|
Q2 2025
Added 36.41%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
3,641
shares
|
$2.41 Million
2.64% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
3,629
shares
|
$2.4 Million
0.89% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
3,628
shares
|
$2.4 Million
1.38% of portfolio
|
Q2 2025
Added 39.81%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
3,626
shares
|
$2.4 Million
1.82% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
3,625
shares
|
$2.4 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
3,618
shares
|
$2.39 Million
0.99% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
3,612
shares
|
$2.39 Million
1.87% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
3,606
shares
|
$2.38 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
3,600
shares
|
$2.38 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,599
shares
|
$2.38 Million
0.9% of portfolio
|
Q2 2025
Added 107.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
3,597
shares
|
$2.38 Million
0.27% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,573
shares
|
$2.36 Million
0.65% of portfolio
|
Q2 2025
Added 4.05%
|