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 4,160 institutions that hold shares in the stock, with a total of 795 Million shares, which have been reported (via 13F filing form) to have a value of $537 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
3,169
shares
|
$2.14 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
3,165
shares
|
$2.14 Million
0.5% of portfolio
|
Q4 2025
Reduced 9.8%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,154
shares
|
$2.13 Million
0.89% of portfolio
|
Q1 2023
Added 0.77%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
3,151
shares
|
$2.13 Million
0.42% of portfolio
|
Q4 2025
Reduced 5.46%
|
|
|
Lazard Freres Gestion S.A.S.
|
Oct 21, 2025 Q3 2025 |
3,150
shares
|
$2.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3,138
shares
|
$2.12 Million
1.36% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
3,135
shares
|
$2.12 Million
1.59% of portfolio
|
Q3 2025
Reduced 34.01%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,134
shares
|
$2.12 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
3,114
shares
|
$2.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
3,111
shares
|
$2.1 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,108
shares
|
$2.1 Million
0.09% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
3,107
shares
|
$2.1 Million
1.59% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
3,103
shares
|
$2.1 Million
0.31% of portfolio
|
Q3 2025
Added 26.91%
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
3,093
shares
|
$2.09 Million
0.97% of portfolio
|
Q4 2025
Reduced 84.81%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
3,093
shares
|
$2.09 Million
1.36% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
3,092
shares
|
$2.09 Million
0.47% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
3,090
shares
|
$2.09 Million
0.72% of portfolio
|
Q4 2025
Reduced 3.2%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
3,086
shares
|
$2.08 Million
1.22% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
3,085
shares
|
$2.08 Million
0.11% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
3,079
shares
|
$2.08 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
3,076
shares
|
$2.08 Million
0.98% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
3,076
shares
|
$2.08 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
3,073
shares
|
$2.08 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
3,069
shares
|
$2.07 Million
1.5% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 21, 2026 Q4 2025 |
3,061
shares
|
$2.07 Million
0.06% of portfolio
|
Q4 2025
Added 12.87%
|
|