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 4,157 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 |
|---|---|---|---|---|---|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
1,669
shares
|
$1.13 Million
0.42% of portfolio
|
Q4 2025
Reduced 5.81%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,668
shares
|
$1.13 Million
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
1,664
shares
|
$1.12 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Cv Advisors LLC
Aventura, FL |
Jan 20, 2026 Q4 2025 |
1,662
shares
|
$1.12 Million
0.29% of portfolio
|
Q4 2025
Added 268.51%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,661
shares
|
$1.12 Million
0.49% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,653
shares
|
$1.12 Million
0.3% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
1,652
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
1,652
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 45.78%
|
|
|
Brookmont Capital Management
Dallas, TX |
Nov 10, 2025 Q3 2025 |
1,650
shares
|
$1.11 Million
0.61% of portfolio
|
Q3 2025
Reduced 20.29%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
1,644
shares
|
$1.11 Million
0.66% of portfolio
|
Q1 2025
Reduced 16.42%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 16, 2026 Q4 2025 |
1,641
shares
|
$1.11 Million
0.47% of portfolio
|
Q4 2025
Added 31.7%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
1,640
shares
|
$1.11 Million
0.2% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
1,635
shares
|
$1.1 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
1,634
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2025
Added 58.79%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
1,630
shares
|
$1.1 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
1,624
shares
|
$1.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 16.93%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
1,621
shares
|
$1.09 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,619
shares
|
$1.09 Million
0.49% of portfolio
|
Q1 2023
Reduced 1.7%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
1,618
shares
|
$1.09 Million
0.61% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,618
shares
|
$1.09 Million
0.38% of portfolio
|
Q4 2025
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,611
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2024
Added 28.16%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
1,609
shares
|
$1.09 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
1,602
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
1,601
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
1,601
shares
|
$1.08 Million
0.31% of portfolio
|
Q3 2025
Added 5.05%
|
|