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 |
|---|---|---|---|---|---|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
1,402
shares
|
$946,784
0.15% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
1,400
shares
|
$945,433
0.13% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
1,397
shares
|
$943,408
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
1,396
shares
|
$942,732
0.92% of portfolio
|
Q4 2025
Reduced 8.94%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
1,396
shares
|
$942,732
0.11% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
1,392
shares
|
$940,031
0.47% of portfolio
|
Q1 2022
Reduced 7.32%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
1,392
shares
|
$940,031
0.35% of portfolio
|
Q4 2025
Reduced 4.53%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
1,391
shares
|
$939,356
0.18% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
1,387
shares
|
$936,654
0.18% of portfolio
|
Q2 2025
Added 285.28%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
1,386
shares
|
$935,979
0.23% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
Regency Capital Management Inc.\De
|
Oct 20, 2025 Q3 2025 |
1,385
shares
|
$935,304
0.45% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,385
shares
|
$935,304
0.36% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,385
shares
|
$935,304
0.1% of portfolio
|
Q3 2025
Added 65.27%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
1,384
shares
|
$934,629
0.43% of portfolio
|
Q4 2025
Added 11.52%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
1,383
shares
|
$933,953
0.2% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
1,380
shares
|
$931,927
0.67% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
1,374
shares
|
$927,875
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
1,374
shares
|
$927,875
0.41% of portfolio
|
Q3 2025
Reduced 25.89%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
1,373
shares
|
$927,200
0.24% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
1,371
shares
|
$925,850
0.46% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,370
shares
|
$925,174
0.07% of portfolio
|
Q3 2022
Reduced 7.81%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
1,369
shares
|
$924,499
0.26% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
1,369
shares
|
$924,499
0.36% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
1,367
shares
|
$923,148
0.22% of portfolio
|
Q4 2025
Added 6.22%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,366
shares
|
$922,473
0.3% of portfolio
|
Q4 2025
Added 4.2%
|
|