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 |
|---|---|---|---|---|---|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
1,465
shares
|
$989,329
0.29% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Joule Financial, LLC
|
Jan 20, 2026 Q4 2025 |
1,463
shares
|
$987,978
0.3% of portfolio
|
Q3 2025
Reduced 26.41%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
1,463
shares
|
$987,978
0.38% of portfolio
|
Q3 2025
Added 26.23%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
1,463
shares
|
$987,978
0.55% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
1,461
shares
|
$986,627
1.4% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
1,459
shares
|
$985,277
0.08% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
1,459
shares
|
$985,277
0.04% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,454
shares
|
$981,900
0.44% of portfolio
|
Q2 2024
Added 9.82%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
1,453
shares
|
$981,225
0.13% of portfolio
|
Q4 2025
Reduced 8.1%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
1,452
shares
|
$980,550
0.07% of portfolio
|
Q2 2022
Reduced 14.94%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,452
shares
|
$980,550
0.31% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
1,450
shares
|
$979,199
0.05% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
1,447
shares
|
$977,173
0.23% of portfolio
|
Q3 2025
Reduced 92.66%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
1,446
shares
|
$976,498
0.28% of portfolio
|
Q4 2025
Reduced 7.01%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 20, 2026 Q4 2025 |
1,445
shares
|
$975,822
0.33% of portfolio
|
Q4 2025
Added 24.89%
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
1,442
shares
|
$973,797
0.2% of portfolio
|
Q4 2025
Added 24.63%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
1,431
shares
|
$966,368
0.47% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,425
shares
|
$962,316
0.24% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
1,422
shares
|
$960,290
0.14% of portfolio
|
Q4 2025
Added 2.01%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
1,419
shares
|
$958,264
0.3% of portfolio
|
Q4 2025
Added 310.12%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
1,417
shares
|
$956,914
0.2% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 03, 2025 Q3 2025 |
1,417
shares
|
$956,914
0.39% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
1,416
shares
|
$956,238
0.16% of portfolio
|
Q2 2021
Reduced 14.9%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
1,414
shares
|
$954,888
0.43% of portfolio
|
Q3 2025
Added 71.19%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
1,409
shares
|
$951,511
0.59% of portfolio
|
Q3 2025
Reduced 21.98%
|
|