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 4,160 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,268
shares
|
$856,293
0.33% of portfolio
|
Q3 2025
Reduced 27.5%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,268
shares
|
$856,293
0.87% of portfolio
|
Q3 2023
Reduced 34.03%
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
1,264
shares
|
$853,591
0.08% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
1,264
shares
|
$853,591
0.35% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
1,264
shares
|
$853,591
0.29% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
1,263
shares
|
$852,916
0.62% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
1,262
shares
|
$852,241
0.04% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,260
shares
|
$850,890
0.26% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
1,259
shares
|
$850,215
0.11% of portfolio
|
Q4 2025
Added 12.21%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
1,259
shares
|
$850,215
0.13% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
1,251
shares
|
$844,812
2.45% of portfolio
|
Q3 2023
Reduced 5.66%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
1,250
shares
|
$844,137
0.23% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
1,249
shares
|
$843,462
0.24% of portfolio
|
Q3 2025
Reduced 89.39%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
1,248
shares
|
$842,786
0.2% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
1,247
shares
|
$842,111
0.19% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,244
shares
|
$840,085
0.3% of portfolio
|
Q1 2023
Reduced 4.09%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,243
shares
|
$839,410
0.07% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
1,240
shares
|
$837,384
0.15% of portfolio
|
Q3 2025
Reduced 26.19%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 13, 2026 Q4 2025 |
1,240
shares
|
$837,384
0.44% of portfolio
|
Q4 2025
Reduced 17.06%
|
|