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 4,136 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $533 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
259,802
shares
|
$175 Million
7.91% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
259,674
shares
|
$175 Million
3.42% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
259,216
shares
|
$175 Million
37.73% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
258,633
shares
|
$175 Million
6.59% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
257,321
shares
|
$174 Million
9.46% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
255,149
shares
|
$172 Million
4.34% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
253,307
shares
|
$171 Million
11.73% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
252,303
shares
|
$170 Million
24.32% of portfolio
|
Q2 2023
Reduced 0.26%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
248,897
shares
|
$168 Million
14.2% of portfolio
|
Q3 2025
Added 47.86%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
245,047
shares
|
$165 Million
0.47% of portfolio
|
Q3 2025
Added 39.6%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
244,100
shares
|
$165 Million
5.95% of portfolio
|
Q3 2025
Added 17.33%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
241,999
shares
|
$163 Million
3.1% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Stairway Partners, LLC
|
Oct 02, 2025 Q3 2025 |
241,631
shares
|
$163 Million
8.82% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
241,147
shares
|
$163 Million
5.82% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
241,093
shares
|
$163 Million
26.65% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
236,431
shares
|
$160 Million
7.4% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
236,197
shares
|
$160 Million
38.6% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
235,916
shares
|
$159 Million
18.08% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
235,307
shares
|
$159 Million
2.62% of portfolio
|
Q3 2025
Added 26.07%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
234,868
shares
|
$159 Million
3.61% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
232,830
shares
|
$157 Million
15.77% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
231,775
shares
|
$157 Million
2.71% of portfolio
|
Q3 2025
Added 77.84%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
231,723
shares
|
$156 Million
5.17% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
231,297
shares
|
$156 Million
29.19% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
231,222
shares
|
$156 Million
11.82% of portfolio
|
Q3 2025
Added 2.92%
|
|