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 4,137 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $533 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
296,629
shares
|
$200 Million
4.68% of portfolio
|
Q3 2025
Added 75.03%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
293,424
shares
|
$198 Million
22.04% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
293,042
shares
|
$198 Million
5.9% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
292,432
shares
|
$197 Million
7.47% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
291,920
shares
|
$197 Million
1.66% of portfolio
|
Q3 2025
Reduced 44.3%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
290,019
shares
|
$196 Million
30.49% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
288,448
shares
|
$195 Million
14.11% of portfolio
|
Q3 2023
Added 28.19%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
283,860
shares
|
$192 Million
24.17% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
283,481
shares
|
$191 Million
14.67% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
281,328
shares
|
$190 Million
0.12% of portfolio
|
Q3 2025
Added 48.32%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
279,172
shares
|
$189 Million
3.26% of portfolio
|
Q3 2025
Added 277.62%
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
276,476
shares
|
$187 Million
24.2% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
273,796
shares
|
$185 Million
3.2% of portfolio
|
Q4 2022
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
273,661
shares
|
$185 Million
20.24% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
272,845
shares
|
$184 Million
29.29% of portfolio
|
Q3 2025
Reduced 81.91%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
272,479
shares
|
$184 Million
8.67% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
271,987
shares
|
$184 Million
0.77% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
270,258
shares
|
$183 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
268,803
shares
|
$182 Million
2.96% of portfolio
|
Q3 2025
Added 28.55%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
267,725
shares
|
$181 Million
9.44% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
265,941
shares
|
$180 Million
3.68% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
265,802
shares
|
$179 Million
14.87% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
265,210
shares
|
$179 Million
2.11% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
264,924
shares
|
$179 Million
0.45% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
263,998
shares
|
$178 Million
1.84% of portfolio
|
Q3 2025
Reduced -0.0%
|
|