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 |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
2,717
shares
|
$1.83 Million
0.2% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,716
shares
|
$1.83 Million
0.68% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
2,715
shares
|
$1.83 Million
0.79% of portfolio
|
Q3 2025
Added 546.43%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
2,714
shares
|
$1.83 Million
1.4% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
2,713
shares
|
$1.83 Million
1.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
2,713
shares
|
$1.83 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,711
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,702
shares
|
$1.82 Million
0.32% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,700
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
2,699
shares
|
$1.82 Million
0.34% of portfolio
|
Q2 2022
Reduced 3.95%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,693
shares
|
$1.82 Million
0.28% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
2,692
shares
|
$1.82 Million
0.26% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
2,692
shares
|
$1.82 Million
0.16% of portfolio
|
Q4 2025
Added 413.74%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
2,686
shares
|
$1.81 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,679
shares
|
$1.81 Million
0.72% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 12, 2025 Q3 2025 |
2,671
shares
|
$1.8 Million
5.44% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
2,669
shares
|
$1.8 Million
0.29% of portfolio
|
Q3 2025
Added 29.75%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 12, 2026 Q4 2025 |
2,665
shares
|
$1.8 Million
1.33% of portfolio
|
Q4 2025
Added 17.5%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
2,659
shares
|
$1.8 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,659
shares
|
$1.8 Million
0.49% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
2,656
shares
|
$1.79 Million
0.7% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
2,654
shares
|
$1.79 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,653
shares
|
$1.79 Million
1.82% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,652
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
2,650
shares
|
$1.79 Million
0.44% of portfolio
|
Q3 2025
Added 0.45%
|
|