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 |
|---|---|---|---|---|---|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
3,566
shares
|
$2.36 Million
1.95% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
3,562
shares
|
$2.35 Million
0.22% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
3,553
shares
|
$2.35 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
3,552
shares
|
$2.35 Million
0.9% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
3,528
shares
|
$2.33 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
3,525
shares
|
$2.33 Million
0.4% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
3,524
shares
|
$2.33 Million
0.74% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,519
shares
|
$2.33 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
3,509
shares
|
$2.32 Million
0.57% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,504
shares
|
$2.32 Million
0.37% of portfolio
|
Q2 2023
Reduced 4.91%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
3,498
shares
|
$2.31 Million
0.42% of portfolio
|
Q2 2025
Reduced 66.76%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
3,495
shares
|
$2.31 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
3,494
shares
|
$2.31 Million
0.67% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
3,492
shares
|
$2.31 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,485
shares
|
$2.3 Million
0.43% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,483
shares
|
$2.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
3,483
shares
|
$2.3 Million
0.46% of portfolio
|
Q2 2025
Added 387.82%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
3,480
shares
|
$2.3 Million
0.34% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
3,454
shares
|
$2.28 Million
0.32% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
3,451
shares
|
$2.28 Million
1.11% of portfolio
|
Q2 2025
Reduced 26.56%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
3,449
shares
|
$2.28 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
3,436
shares
|
$2.27 Million
0.09% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,433
shares
|
$2.27 Million
0.23% of portfolio
|
Q2 2023
Added 12.15%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
3,431
shares
|
$2.27 Million
1.97% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
3,426
shares
|
$2.26 Million
0.35% of portfolio
|
Q2 2025
Added 4.42%
|