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 4,137 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $533 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
354,701
shares
|
$240 Million
14.88% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
354,701
shares
|
$240 Million
14.88% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
352,580
shares
|
$238 Million
21.66% of portfolio
|
Q3 2025
Added 46.48%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
350,774
shares
|
$237 Million
34.78% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
350,473
shares
|
$237 Million
0.15% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
350,079
shares
|
$236 Million
5.2% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
345,794
shares
|
$234 Million
0.41% of portfolio
|
Q3 2025
Reduced 41.71%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
345,688
shares
|
$233 Million
1.79% of portfolio
|
Q3 2025
Added 185.24%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
345,386
shares
|
$233 Million
16.92% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
339,315
shares
|
$229 Million
2.83% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
334,900
shares
|
$226 Million
6.05% of portfolio
|
Q3 2025
Added 976.85%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
334,694
shares
|
$226 Million
29.22% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Endurance Services LTD
Purchase, NY |
Nov 12, 2025 Q3 2025 |
332,351
shares
|
$224 Million
37.25% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
329,338
shares
|
$222 Million
13.37% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
323,900
shares
|
$219 Million
8.32% of portfolio
|
Q3 2025
Added 264.59%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
315,252
shares
|
$213 Million
14.67% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
314,526
shares
|
$212 Million
3.98% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
310,380
shares
|
$210 Million
9.18% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
307,431
shares
|
$208 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
305,277
shares
|
$206 Million
2.01% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
305,040
shares
|
$206 Million
3.34% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
303,423
shares
|
$205 Million
13.12% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
300,670
shares
|
$203 Million
1.5% of portfolio
|
Q3 2025
New holding
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
300,431
shares
|
$203 Million
23.14% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
300,060
shares
|
$203 Million
2.18% of portfolio
|
Q2 2023
Reduced 25.76%
|
|