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 |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
2,647
shares
|
$1.79 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
2,646
shares
|
$1.79 Million
0.67% of portfolio
|
Q3 2025
Added 34.66%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
2,645
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Reduced 99.71%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
2,640
shares
|
$1.78 Million
0.42% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,634
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
2,631
shares
|
$1.78 Million
0.45% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,628
shares
|
$1.77 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
2,626
shares
|
$1.77 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
2,625
shares
|
$1.77 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
2,624
shares
|
$1.77 Million
0.17% of portfolio
|
Q3 2025
Reduced 19.88%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
2,623
shares
|
$1.77 Million
0.19% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
2,622
shares
|
$1.77 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 13, 2026 Q4 2025 |
2,622
shares
|
$1.77 Million
0.65% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
2,621
shares
|
$1.77 Million
0.64% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
2,619
shares
|
$1.77 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
2,614
shares
|
$1.77 Million
0.64% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
2,611
shares
|
$1.76 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,606
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2025
Added 172.59%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
2,604
shares
|
$1.76 Million
0.75% of portfolio
|
Q3 2025
Reduced 36.55%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,598
shares
|
$1.75 Million
0.29% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,598
shares
|
$1.75 Million
0.88% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
2,597
shares
|
$1.75 Million
1.09% of portfolio
|
Q4 2025
Added 0.82%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
2,595
shares
|
$1.75 Million
0.28% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
2,591
shares
|
$1.75 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
2,590
shares
|
$1.75 Million
1.29% of portfolio
|
Q3 2025
Reduced 47.37%
|
|