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 |
|---|---|---|---|---|---|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
2,386
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 28.61%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
2,385
shares
|
$1.61 Million
0.19% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,382
shares
|
$1.61 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
2,381
shares
|
$1.61 Million
0.27% of portfolio
|
Q3 2025
Added 632.62%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,377
shares
|
$1.61 Million
0.1% of portfolio
|
Q2 2024
Reduced 31.62%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
2,375
shares
|
$1.6 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
2,373
shares
|
$1.6 Million
0.19% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
2,363
shares
|
$1.6 Million
0.65% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
2,357
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2025
Added 1.51%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,354
shares
|
$1.59 Million
0.66% of portfolio
|
Q1 2024
Added 8.33%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
2,354
shares
|
$1.59 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
2,351
shares
|
$1.59 Million
0.81% of portfolio
|
Q2 2024
Reduced 9.54%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
2,351
shares
|
$1.59 Million
0.48% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,349
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
2,347
shares
|
$1.58 Million
0.23% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
2,341
shares
|
$1.58 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
2,340
shares
|
$1.58 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
2,338
shares
|
$1.58 Million
0.38% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
2,328
shares
|
$1.57 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
2,324
shares
|
$1.57 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 21, 2026 Q4 2025 |
2,318
shares
|
$1.57 Million
1.15% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,315
shares
|
$1.56 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
2,313
shares
|
$1.56 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
2,310
shares
|
$1.56 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
2,302
shares
|
$1.55 Million
1.14% of portfolio
|
Q1 2025
Reduced 1.16%
|
|