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 |
|---|---|---|---|---|---|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
1,498
shares
|
$1.01 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Nov 06, 2025 Q3 2025 |
1,497
shares
|
$1.01 Million
0.67% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,496
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2025
Added 243.91%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
1,496
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
Reduced 76.92%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
1,496
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
1,496
shares
|
$1.01 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
1,495
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
Added 191.99%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
1,495
shares
|
$1.01 Million
0.34% of portfolio
|
Q4 2025
Reduced 3.8%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
1,492
shares
|
$1.01 Million
0.42% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,491
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
1,490
shares
|
$1.01 Million
0.18% of portfolio
|
Q4 2025
Added 11.61%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
1,488
shares
|
$1 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
1,486
shares
|
$1 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Oct 29, 2025 Q3 2025 |
1,484
shares
|
$1 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
1,483
shares
|
$1 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
1,483
shares
|
$1 Million
0.77% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,480
shares
|
$999,458
0.32% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
1,480
shares
|
$999,458
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
1,478
shares
|
$998,108
0.42% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
1,478
shares
|
$998,108
0.29% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 14, 2026 Q4 2025 |
1,476
shares
|
$996,757
0.11% of portfolio
|
Q4 2025
Reduced 20.65%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,473
shares
|
$994,731
0.16% of portfolio
|
Q3 2025
Reduced 73.17%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
1,472
shares
|
$994,056
0.39% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,471
shares
|
$993,381
0.24% of portfolio
|
Q3 2023
Reduced 6.42%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,466
shares
|
$990,004
0.73% of portfolio
|
Q2 2025
Reduced 6.15%
|
|