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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
3,322
shares
|
$2.19 Million
1.13% of portfolio
|
Q2 2025
Added 6679.59%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3,317
shares
|
$2.19 Million
0.9% of portfolio
|
Q2 2025
Reduced 51.4%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
3,314
shares
|
$2.19 Million
0.43% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
3,314
shares
|
$2.19 Million
2.46% of portfolio
|
Q2 2025
Added 158.5%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,313
shares
|
$2.19 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,310
shares
|
$2.19 Million
1.19% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
3,300
shares
|
$2.18 Million
0.38% of portfolio
|
Q2 2025
Added 40.61%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,294
shares
|
$2.18 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
3,294
shares
|
$2.18 Million
2.06% of portfolio
|
Q2 2025
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
3,289
shares
|
$2.17 Million
0.99% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
3,288
shares
|
$2.17 Million
0.15% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
3,275
shares
|
$2.16 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,275
shares
|
$2.16 Million
0.21% of portfolio
|
Q2 2025
Added 36.17%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
3,275
shares
|
$2.16 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
3,274
shares
|
$2.16 Million
0.58% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
3,270
shares
|
$2.16 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Fsc Wealth Advisors, LLC
|
Sep 02, 2025 Q2 2025 |
3,268
shares
|
$2.16 Million
1.3% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
3,266
shares
|
$2.16 Million
0.48% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
3,259
shares
|
$2.15 Million
0.1% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Aug 13, 2025 Q2 2025 |
3,255
shares
|
$2.15 Million
0.31% of portfolio
|
Q2 2025
Added 66.24%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
3,253
shares
|
$2.15 Million
0.51% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
3,237
shares
|
$2.14 Million
0.22% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
3,232
shares
|
$2.14 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
3,227
shares
|
$2.13 Million
0.28% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
3,225
shares
|
$2.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.27%
|