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 |
|---|---|---|---|---|---|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
1,966
shares
|
$1.33 Million
0.56% of portfolio
|
Q4 2022
New holding
|
|
|
Morangie Management LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
1,958
shares
|
$1.32 Million
1.07% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,952
shares
|
$1.32 Million
0.36% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
1,942
shares
|
$1.31 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
1,936
shares
|
$1.31 Million
0.23% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
1,934
shares
|
$1.31 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
1,924
shares
|
$1.3 Million
0.38% of portfolio
|
Q4 2025
Added 10.13%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
1,919
shares
|
$1.3 Million
0.44% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
1,918
shares
|
$1.3 Million
0.24% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
1,916
shares
|
$1.29 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
1,915
shares
|
$1.29 Million
0.48% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
1,904
shares
|
$1.29 Million
0.25% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 15, 2026 Q4 2025 |
1,904
shares
|
$1.29 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
1,904
shares
|
$1.29 Million
0.84% of portfolio
|
Q1 2024
Added 5.78%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
1,904
shares
|
$1.29 Million
0.47% of portfolio
|
Q4 2025
Reduced 1.19%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
1,903
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
1,903
shares
|
$1.29 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
1,902
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
1,897
shares
|
$1.28 Million
0.78% of portfolio
|
Q4 2025
Added 55.88%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,887
shares
|
$1.27 Million
0.6% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,885
shares
|
$1.27 Million
0.5% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,881
shares
|
$1.27 Million
0.26% of portfolio
|
Q2 2024
Added 4.1%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
1,874
shares
|
$1.27 Million
0.35% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,873
shares
|
$1.26 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
1,868
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2025
Added 10.93%
|
|