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 |
|---|---|---|---|---|---|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
1,734
shares
|
$1.17 Million
0.65% of portfolio
|
Q3 2025
Added 299.54%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
1,732
shares
|
$1.17 Million
0.38% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
1,729
shares
|
$1.17 Million
0.98% of portfolio
|
Q2 2025
Added 323.77%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,726
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
1,725
shares
|
$1.16 Million
0.21% of portfolio
|
Q3 2025
Reduced 97.57%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
1,722
shares
|
$1.16 Million
1.23% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,720
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
1,719
shares
|
$1.16 Million
0.83% of portfolio
|
Q3 2025
Reduced 39.51%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
1,716
shares
|
$1.16 Million
0.25% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
1,716
shares
|
$1.16 Million
0.82% of portfolio
|
Q3 2025
Added 37.28%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
1,715
shares
|
$1.16 Million
0.25% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
1,712
shares
|
$1.16 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
1,705
shares
|
$1.15 Million
1.29% of portfolio
|
Q3 2025
Reduced 16.99%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,704
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,703
shares
|
$1.15 Million
0.63% of portfolio
|
Q4 2022
Reduced 10.18%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
1,702
shares
|
$1.15 Million
0.32% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
1,702
shares
|
$1.15 Million
0.54% of portfolio
|
Q4 2025
Reduced 5.55%
|
|
|
Financial Planning Navigators Corp
Maple Grove, MN |
Jan 16, 2026 Q4 2025 |
1,702
shares
|
$1.15 Million
0.54% of portfolio
|
Q4 2025
New holding
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
1,698
shares
|
$1.15 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
1,695
shares
|
$1.14 Million
0.27% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
1,688
shares
|
$1.14 Million
0.52% of portfolio
|
Q1 2024
Added 3.94%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
1,684
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
1,684
shares
|
$1.14 Million
0.71% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
1,682
shares
|
$1.14 Million
0.23% of portfolio
|
Q3 2025
Added 16.89%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
1,670
shares
|
$1.13 Million
1.44% of portfolio
|
Q3 2025
Added 0.97%
|
|