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 |
|---|---|---|---|---|---|
|
Shearwater Capital LLC
|
Jan 13, 2026 Q4 2025 |
1,800
shares
|
$1.22 Million
0.72% of portfolio
|
Q4 2025
Added 27.12%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
1,798
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 65.71%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
1,796
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2023
Reduced 7.71%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
1,792
shares
|
$1.21 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,789
shares
|
$1.21 Million
0.35% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
1,787
shares
|
$1.21 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,787
shares
|
$1.21 Million
0.22% of portfolio
|
Q2 2024
Reduced 40.95%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
1,785
shares
|
$1.21 Million
0.87% of portfolio
|
Q2 2025
Added 197.5%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
1,784
shares
|
$1.2 Million
0.6% of portfolio
|
Q4 2025
Reduced 12.25%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
1,776
shares
|
$1.2 Million
0.21% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
1,775
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
1,773
shares
|
$1.2 Million
0.31% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
1,771
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
1,769
shares
|
$1.19 Million
0.33% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
1,767
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2025
Reduced 13.97%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,763
shares
|
$1.19 Million
0.49% of portfolio
|
Q3 2025
Added 59.26%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,759
shares
|
$1.19 Million
0.89% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
1,757
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,744
shares
|
$1.18 Million
0.27% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
1,741
shares
|
$1.18 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
1,738
shares
|
$1.17 Million
0.18% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
1,738
shares
|
$1.17 Million
0.57% of portfolio
|
Q3 2025
Added 20.95%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,737
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Reduced 54.19%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,736
shares
|
$1.17 Million
0.3% of portfolio
|
Q3 2023
Reduced 31.06%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
1,734
shares
|
$1.17 Million
0.15% of portfolio
|
Q4 2025
Added 4.84%
|
|