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 |
|---|---|---|---|---|---|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
2,923
shares
|
$1.97 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
2,920
shares
|
$1.97 Million
0.45% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
2,900
shares
|
$1.96 Million
0.45% of portfolio
|
Q1 2025
Added 22.11%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 20, 2026 Q4 2025 |
2,900
shares
|
$1.96 Million
0.2% of portfolio
|
Q4 2025
Reduced 84.21%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
2,898
shares
|
$1.96 Million
0.37% of portfolio
|
Q3 2025
Added 15.32%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 07, 2025 Q3 2025 |
2,896
shares
|
$1.96 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
2,895
shares
|
$1.96 Million
0.1% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
2,887
shares
|
$1.95 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
2,883
shares
|
$1.95 Million
1.1% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
2,879
shares
|
$1.94 Million
0.4% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
2,877
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
2,877
shares
|
$1.94 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,872
shares
|
$1.94 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
2,866
shares
|
$1.94 Million
1.12% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,857
shares
|
$1.93 Million
0.07% of portfolio
|
Q1 2024
Reduced 25.81%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
2,854
shares
|
$1.93 Million
0.15% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,841
shares
|
$1.92 Million
0.32% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
2,838
shares
|
$1.92 Million
0.06% of portfolio
|
Q3 2025
Reduced 38.57%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
2,834
shares
|
$1.91 Million
0.17% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
2,833
shares
|
$1.91 Million
0.11% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
2,824
shares
|
$1.91 Million
0.8% of portfolio
|
Q2 2025
Reduced 19.15%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
2,821
shares
|
$1.91 Million
0.08% of portfolio
|
Q3 2025
Reduced 22.61%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
2,803
shares
|
$1.89 Million
0.56% of portfolio
|
Q4 2025
Added 9.53%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
2,796
shares
|
$1.89 Million
1.22% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
2,790
shares
|
$1.88 Million
0.27% of portfolio
|
Q3 2025
Reduced 31.25%
|
|