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 |
|---|---|---|---|---|---|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
1,309
shares
|
$883,980
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
1,307
shares
|
$882,630
0.18% of portfolio
|
Q4 2025
Added 1.71%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
1,306
shares
|
$881,954
0.23% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
1,305
shares
|
$881,279
0.15% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
1,305
shares
|
$881,279
1.04% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
1,304
shares
|
$880,604
0.17% of portfolio
|
Q4 2025
Reduced 1.21%
|
|
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
Jan 14, 2026 Q4 2025 |
1,302
shares
|
$879,253
0.83% of portfolio
|
Q4 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,300
shares
|
$877,902
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
1,300
shares
|
$877,902
0.27% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,298
shares
|
$876,552
0.11% of portfolio
|
Q4 2025
Reduced 8.66%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
1,298
shares
|
$876,552
1.02% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
1,297
shares
|
$875,877
0.08% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
1,292
shares
|
$872,500
0.22% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
1,291
shares
|
$871,825
0.64% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
1,287
shares
|
$869,123
0.21% of portfolio
|
Q4 2024
Reduced 30.62%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
1,281
shares
|
$865,072
0.08% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,278
shares
|
$863,046
0.3% of portfolio
|
Q2 2022
Reduced 1.31%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
1,277
shares
|
$862,370
0.53% of portfolio
|
Q3 2025
Added 74.45%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
1,276
shares
|
$861,695
0.08% of portfolio
|
Q3 2025
Added 20.26%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
1,275
shares
|
$861,020
0.59% of portfolio
|
Q4 2025
Reduced 3.34%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
1,274
shares
|
$860,344
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Kassira Wealth Management LLC
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
1,273
shares
|
$859,669
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
1,270
shares
|
$857,643
0.29% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
1,269
shares
|
$856,968
0.19% of portfolio
|
Q2 2024
Added 17.94%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
1,269
shares
|
$856,968
0.14% of portfolio
|
Q3 2025
Added 1.44%
|
|