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 |
|---|---|---|---|---|---|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
3,085
shares
|
$2.04 Million
1.44% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
3,085
shares
|
$2.04 Million
0.97% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
3,084
shares
|
$2.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
3,080
shares
|
$2.04 Million
0.3% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
3,080
shares
|
$2.04 Million
0.79% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
3,079
shares
|
$2.03 Million
0.35% of portfolio
|
Q2 2025
Reduced 56.1%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
3,078
shares
|
$2.03 Million
1.24% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
3,076
shares
|
$2.03 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
3,074
shares
|
$2.03 Million
0.42% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
3,073
shares
|
$2.03 Million
0.99% of portfolio
|
Q2 2025
Added 32.92%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
3,062
shares
|
$2.02 Million
0.52% of portfolio
|
Q2 2023
Added 31.98%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,058
shares
|
$2.02 Million
0.39% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
3,050
shares
|
$2.02 Million
0.18% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,049
shares
|
$2.01 Million
1.54% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
3,047
shares
|
$2.01 Million
0.11% of portfolio
|
Q2 2025
Added 160.2%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
3,041
shares
|
$2.01 Million
1.2% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,032
shares
|
$2 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
3,024
shares
|
$2 Million
0.26% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
3,016
shares
|
$1.99 Million
0.11% of portfolio
|
Q2 2025
Added 32.92%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
3,013
shares
|
$1.99 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
3,010
shares
|
$1.99 Million
2.3% of portfolio
|
Q2 2025
New holding
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
2,999
shares
|
$1.98 Million
1.8% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
2,997
shares
|
$1.98 Million
0.31% of portfolio
|
Q2 2025
Added 54.72%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
2,997
shares
|
$1.98 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
2,983
shares
|
$1.97 Million
0.72% of portfolio
|
Q2 2025
Reduced 49.65%
|