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 |
|---|---|---|---|---|---|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,058
shares
|
$2.07 Million
0.39% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
3,045
shares
|
$2.06 Million
0.47% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
3,044
shares
|
$2.06 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
3,041
shares
|
$2.05 Million
2.9% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,032
shares
|
$2.05 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
3,024
shares
|
$2.04 Million
0.9% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
J2 Capital Management Inc
|
Jan 20, 2026 Q4 2025 |
3,014
shares
|
$2.04 Million
1.57% of portfolio
|
Q4 2025
Added 3.61%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,004
shares
|
$2.03 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
2,998
shares
|
$2.02 Million
0.48% of portfolio
|
Q4 2025
Reduced 1.96%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
2,998
shares
|
$2.02 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
2,992
shares
|
$2.02 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
2,982
shares
|
$2.01 Million
0.2% of portfolio
|
Q4 2025
Added 1.36%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
2,980
shares
|
$2.01 Million
0.12% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 20, 2026 Q4 2025 |
2,979
shares
|
$2.01 Million
0.69% of portfolio
|
Q4 2025
Added 3.19%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,970
shares
|
$2.01 Million
0.45% of portfolio
|
Q4 2021
Reduced 1.66%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
2,965
shares
|
$2 Million
1.06% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,961
shares
|
$2 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 04, 2025 Q3 2025 |
2,958
shares
|
$2 Million
2.12% of portfolio
|
Q3 2025
Reduced 32.63%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2026 Q4 2025 |
2,955
shares
|
$2 Million
0.4% of portfolio
|
Q4 2025
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
2,946
shares
|
$1.99 Million
1.48% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
2,944
shares
|
$1.99 Million
0.15% of portfolio
|
Q3 2025
Added 27.61%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
2,943
shares
|
$1.99 Million
0.91% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 20, 2026 Q4 2025 |
2,943
shares
|
$1.99 Million
4.59% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
2,942
shares
|
$1.99 Million
0.69% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Epiq Partners, LLC
|
Jan 07, 2026 Q4 2025 |
2,938
shares
|
$1.98 Million
1.09% of portfolio
|
Q4 2025
Added 0.07%
|
|