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 |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,212
shares
|
$1.49 Million
0.19% of portfolio
|
Q3 2025
Reduced 15.44%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
2,211
shares
|
$1.49 Million
1.56% of portfolio
|
Q4 2025
Added 33.76%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,204
shares
|
$1.49 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
2,201
shares
|
$1.49 Million
0.41% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,196
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
2,172
shares
|
$1.47 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
2,171
shares
|
$1.47 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
2,170
shares
|
$1.47 Million
0.16% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,163
shares
|
$1.46 Million
1.55% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
2,161
shares
|
$1.46 Million
1.12% of portfolio
|
Q4 2025
Reduced 5.76%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2,157
shares
|
$1.46 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
2,155
shares
|
$1.46 Million
0.22% of portfolio
|
Q1 2025
Reduced 62.07%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
2,148
shares
|
$1.45 Million
0.35% of portfolio
|
Q2 2025
Added 92.3%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
2,147
shares
|
$1.45 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,146
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
2,141
shares
|
$1.45 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
2,140
shares
|
$1.45 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
2,138
shares
|
$1.44 Million
0.41% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
2,137
shares
|
$1.44 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
2,132
shares
|
$1.44 Million
0.55% of portfolio
|
Q3 2025
Added 16.5%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
2,132
shares
|
$1.44 Million
0.39% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
D. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
2,129
shares
|
$1.44 Million
0.66% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
2,124
shares
|
$1.43 Million
0.48% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,123
shares
|
$1.43 Million
0.21% of portfolio
|
Q2 2022
Reduced 21.6%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
2,121
shares
|
$1.43 Million
0.29% of portfolio
|
Q3 2025
Added 32.89%
|
|