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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
3,222
shares
|
$2.13 Million
0.82% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,221
shares
|
$2.13 Million
0.55% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
3,221
shares
|
$2.13 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
3,221
shares
|
$2.13 Million
0.6% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
3,217
shares
|
$2.13 Million
0.32% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
3,208
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 96.28%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
3,207
shares
|
$2.12 Million
1.69% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,206
shares
|
$2.12 Million
1.11% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
F&V Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,194
shares
|
$2.11 Million
0.51% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
3,192
shares
|
$2.11 Million
0.17% of portfolio
|
Q2 2022
Added 0.54%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,174
shares
|
$2.1 Million
0.37% of portfolio
|
Q2 2025
Reduced 17.11%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
3,170
shares
|
$2.09 Million
0.9% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,154
shares
|
$2.08 Million
0.89% of portfolio
|
Q1 2023
Added 0.77%
|
|
|
Lazard Freres Gestion S.A.S.
|
Jul 31, 2025 Q2 2025 |
3,150
shares
|
$2.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,149
shares
|
$2.08 Million
0.98% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3,138
shares
|
$2.07 Million
1.36% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
3,130
shares
|
$2.07 Million
0.21% of portfolio
|
Q2 2025
Added 20.8%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
3,125
shares
|
$2.06 Million
0.18% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
3,125
shares
|
$2.06 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
3,123
shares
|
$2.06 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
3,119
shares
|
$2.06 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,116
shares
|
$2.06 Million
0.31% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
3,114
shares
|
$2.06 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,108
shares
|
$2.05 Million
0.09% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
3,091
shares
|
$2.04 Million
0.39% of portfolio
|
Q2 2025
Added 2.66%
|