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 |
|---|---|---|---|---|---|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,868
shares
|
$1.26 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 15, 2026 Q4 2025 |
1,868
shares
|
$1.26 Million
0.81% of portfolio
|
Q4 2025
Reduced 5.03%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
1,865
shares
|
$1.26 Million
0.12% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
1,865
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
1,864
shares
|
$1.26 Million
1.02% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
1,860
shares
|
$1.26 Million
0.13% of portfolio
|
Q4 2025
Added 84.89%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
1,860
shares
|
$1.26 Million
1.13% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
1,860
shares
|
$1.26 Million
0.49% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Sara Bay Financial
|
Jan 20, 2026 Q4 2025 |
1,851
shares
|
$1.25 Million
0.4% of portfolio
|
Q4 2025
Added 11.98%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
1,850
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
1,848
shares
|
$1.25 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
1,847
shares
|
$1.25 Million
0.07% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
1,832
shares
|
$1.24 Million
0.25% of portfolio
|
Q4 2023
Added 3.21%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
1,830
shares
|
$1.24 Million
0.92% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
1,826
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2025
Reduced 19.49%
|
|
|
Iron Bridge Private Wealth, LLC
|
Oct 30, 2025 Q3 2025 |
1,825
shares
|
$1.23 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,825
shares
|
$1.23 Million
0.94% of portfolio
|
Q2 2025
Added 785.92%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
1,821
shares
|
$1.23 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,819
shares
|
$1.23 Million
1.33% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
1,815
shares
|
$1.23 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
1,812
shares
|
$1.22 Million
0.34% of portfolio
|
Q4 2025
Reduced 2.69%
|
|
|
Life Planning Partners, Inc
|
Jan 16, 2026 Q4 2025 |
1,808
shares
|
$1.22 Million
1.01% of portfolio
|
Q4 2025
Added 13.14%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
1,805
shares
|
$1.22 Million
0.95% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
1,803
shares
|
$1.22 Million
0.22% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
1,801
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.06%
|
|