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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
2,048
shares
|
$1.38 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
2,043
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
Reduced 40.63%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
2,038
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
2,033
shares
|
$1.37 Million
0.97% of portfolio
|
Q3 2022
Reduced 0.1%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 20, 2025 Q3 2025 |
2,033
shares
|
$1.37 Million
0.86% of portfolio
|
Q3 2025
Reduced 17.79%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
2,031
shares
|
$1.37 Million
0.44% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
2,029
shares
|
$1.37 Million
12.26% of portfolio
|
Q4 2023
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
2,020
shares
|
$1.36 Million
3.1% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Crew Capital Management, Ltd.
|
Jan 16, 2026 Q4 2025 |
2,016
shares
|
$1.36 Million
0.95% of portfolio
|
Q4 2025
Reduced 2.75%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,016
shares
|
$1.36 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
2,012
shares
|
$1.36 Million
0.6% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
2,005
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,004
shares
|
$1.35 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
2,003
shares
|
$1.35 Million
0.52% of portfolio
|
Q4 2025
Added 70.61%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
2,002
shares
|
$1.35 Million
0.3% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$1.35 Million
0.54% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
1,999
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2025
Added 173.84%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
1,998
shares
|
$1.35 Million
0.23% of portfolio
|
Q3 2025
Added 80.16%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
1,996
shares
|
$1.35 Million
0.46% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
1,986
shares
|
$1.34 Million
0.29% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
1,986
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
1,979
shares
|
$1.34 Million
0.29% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
1,978
shares
|
$1.34 Million
0.62% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,972
shares
|
$1.33 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
1,969
shares
|
$1.33 Million
0.47% of portfolio
|
Q3 2025
Reduced 41.12%
|
|