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 |
|---|---|---|---|---|---|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
3,425
shares
|
$2.26 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
3,424
shares
|
$2.26 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,421
shares
|
$2.26 Million
0.41% of portfolio
|
Q1 2024
Reduced 26.64%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
3,417
shares
|
$2.26 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
3,415
shares
|
$2.26 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
3,413
shares
|
$2.26 Million
1.2% of portfolio
|
Q2 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
3,405
shares
|
$2.25 Million
0.25% of portfolio
|
Q2 2025
Added 85.46%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
3,402
shares
|
$2.25 Million
0.28% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,399
shares
|
$2.25 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
3,399
shares
|
$2.25 Million
0.87% of portfolio
|
Q2 2025
Reduced 42.06%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,386
shares
|
$2.24 Million
0.52% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
3,374
shares
|
$2.23 Million
0.9% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
3,374
shares
|
$2.23 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
3,360
shares
|
$2.22 Million
0.26% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,352
shares
|
$2.21 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
3,344
shares
|
$2.21 Million
0.74% of portfolio
|
Q2 2025
Added 30.68%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
3,342
shares
|
$2.21 Million
0.02% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
3,339
shares
|
$2.21 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,334
shares
|
$2.2 Million
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
3,331
shares
|
$2.2 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
3,329
shares
|
$2.2 Million
1.07% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,326
shares
|
$2.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
3,323
shares
|
$2.2 Million
0.78% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
3,322
shares
|
$2.19 Million
0.12% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
3,322
shares
|
$2.19 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.87%
|