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 |
|---|---|---|---|---|---|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
2,789
shares
|
$1.88 Million
0.63% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,786
shares
|
$1.88 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
2,785
shares
|
$1.88 Million
1.43% of portfolio
|
Q2 2024
Added 160.28%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,779
shares
|
$1.88 Million
0.54% of portfolio
|
Q4 2024
Reduced 61.87%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
2,778
shares
|
$1.88 Million
0.74% of portfolio
|
Q4 2025
Reduced 5.25%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
2,775
shares
|
$1.87 Million
2.07% of portfolio
|
Q3 2025
Reduced 31.82%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
2,774
shares
|
$1.87 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
2,771
shares
|
$1.87 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
2,765
shares
|
$1.87 Million
0.65% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
2,763
shares
|
$1.87 Million
0.24% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
2,763
shares
|
$1.87 Million
0.14% of portfolio
|
Q4 2025
Reduced 4.72%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
2,759
shares
|
$1.86 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
2,755
shares
|
$1.86 Million
0.73% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
2,752
shares
|
$1.86 Million
0.27% of portfolio
|
Q4 2025
Added 2.8%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jan 20, 2026 Q4 2025 |
2,751
shares
|
$1.86 Million
0.41% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
2,750
shares
|
$1.86 Million
1.81% of portfolio
|
Q1 2023
Reduced 34.79%
|
|
|
Chatterton & Associates Inc.
Anaheim, CA |
Jan 20, 2026 Q4 2025 |
2,748
shares
|
$1.86 Million
1.61% of portfolio
|
Q4 2025
New holding
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
2,744
shares
|
$1.85 Million
1.11% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
2,741
shares
|
$1.85 Million
1.16% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,740
shares
|
$1.85 Million
0.22% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
2,739
shares
|
$1.85 Million
0.41% of portfolio
|
Q4 2024
Reduced 74.41%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
2,736
shares
|
$1.85 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
2,732
shares
|
$1.84 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
2,726
shares
|
$1.84 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
2,724
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|