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 3,988 institutions that hold shares in the stock, with a total of 797 Million shares, which have been reported (via 13F filing form) to have a value of $510 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
423,847
shares
|
$271 Million
3.23% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
420,164
shares
|
$269 Million
36.7% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
418,363
shares
|
$268 Million
0.98% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
415,493
shares
|
$266 Million
15.96% of portfolio
|
Q3 2022
Added 11.51%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
415,027
shares
|
$266 Million
21.24% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Toews Corp
|
Jul 28, 2025 Q2 2025 |
410,940
shares
|
$263 Million
37.69% of portfolio
|
Q2 2025
Added 31.49%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
403,627
shares
|
$258 Million
2.13% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
401,432
shares
|
$257 Million
2.35% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Ashford Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
397,692
shares
|
$255 Million
56.95% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
395,925
shares
|
$253 Million
33.74% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
394,933
shares
|
$253 Million
7.4% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
394,126
shares
|
$252 Million
7.23% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
393,209
shares
|
$252 Million
14.32% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
391,609
shares
|
$251 Million
21.45% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Taiyo Life Insurance CO
|
Jul 28, 2025 Q2 2025 |
385,475
shares
|
$247 Million
22.47% of portfolio
|
Q2 2023
Reduced 10.87%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
383,029
shares
|
$245 Million
8.38% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
373,601
shares
|
$239 Million
56.96% of portfolio
|
Q2 2022
Added 92.61%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
373,596
shares
|
$239 Million
11.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
371,317
shares
|
$238 Million
34.74% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
370,896
shares
|
$237 Million
39.18% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
368,147
shares
|
$236 Million
3.48% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
May 15, 2025 Q1 2025 |
364,361
shares
|
$233 Million
8.09% of portfolio
|
Q1 2025
Added 233.07%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
362,926
shares
|
$232 Million
12.45% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
361,284
shares
|
$231 Million
7.66% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
360,480
shares
|
$231 Million
1.03% of portfolio
|
Q1 2025
Added 19.65%
|