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 |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,970
shares
|
$1.96 Million
0.45% of portfolio
|
Q4 2021
Reduced 1.66%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
2,960
shares
|
$1.96 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
2,957
shares
|
$1.95 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jul 28, 2025 Q2 2025 |
2,957
shares
|
$1.95 Million
4.85% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
2,956
shares
|
$1.95 Million
0.17% of portfolio
|
Q1 2025
Added 50.2%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
2,954
shares
|
$1.95 Million
0.11% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
2,951
shares
|
$1.95 Million
0.03% of portfolio
|
Q2 2025
Reduced 54.37%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
2,943
shares
|
$1.94 Million
0.94% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
2,939
shares
|
$1.94 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
2,937
shares
|
$1.94 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
2,931
shares
|
$1.94 Million
1.01% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
2,924
shares
|
$1.93 Million
0.18% of portfolio
|
Q1 2022
Reduced 97.47%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
2,923
shares
|
$1.93 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
2,923
shares
|
$1.93 Million
0.33% of portfolio
|
Q1 2025
Added 22.1%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
2,916
shares
|
$1.93 Million
1.49% of portfolio
|
Q2 2025
Added 49.39%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
2,914
shares
|
$1.93 Million
1.07% of portfolio
|
Q2 2025
Reduced 75.42%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
2,900
shares
|
$1.92 Million
1.29% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
2,900
shares
|
$1.92 Million
0.45% of portfolio
|
Q1 2025
Added 22.11%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,897
shares
|
$1.91 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
2,890
shares
|
$1.91 Million
0.47% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
2,883
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
2,883
shares
|
$1.9 Million
1.1% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
2,881
shares
|
$1.9 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
2,861
shares
|
$1.89 Million
0.77% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,857
shares
|
$1.89 Million
0.07% of portfolio
|
Q1 2024
Reduced 25.81%
|