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 |
|---|---|---|---|---|---|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
1,232
shares
|
$831,981
0.22% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
1,230
shares
|
$830,631
0.25% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
1,227
shares
|
$828,605
0.1% of portfolio
|
Q3 2024
Added 75.54%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
1,226
shares
|
$827,930
0.4% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,224
shares
|
$826,579
0.36% of portfolio
|
Q3 2023
Reduced 2.16%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jan 08, 2026 Q4 2025 |
1,224
shares
|
$826,579
0.5% of portfolio
|
Q4 2025
Added 31.05%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
1,222
shares
|
$825,228
0.41% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
1,222
shares
|
$825,228
0.6% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
1,220
shares
|
$823,878
0.15% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
1,217
shares
|
$821,852
0.19% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
1,217
shares
|
$821,852
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
1,217
shares
|
$821,852
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
1,215
shares
|
$820,501
0.12% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jan 07, 2026 Q4 2025 |
1,215
shares
|
$820,501
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
1,215
shares
|
$820,501
0.55% of portfolio
|
Q4 2025
Added 14.62%
|
|
|
David Kennon Inc
Sarasota, FL |
Nov 07, 2025 Q3 2025 |
1,213
shares
|
$819,151
0.32% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
1,211
shares
|
$817,800
0.42% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
1,211
shares
|
$817,800
0.4% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,209
shares
|
$816,449
0.08% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 15, 2026 Q4 2025 |
1,209
shares
|
$816,449
0.15% of portfolio
|
Q4 2025
Reduced 3.51%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
1,208
shares
|
$815,774
0.23% of portfolio
|
Q3 2025
Reduced 18.71%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
1,208
shares
|
$815,774
0.11% of portfolio
|
Q3 2025
Reduced 16.8%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
1,207
shares
|
$815,099
0.06% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
1,207
shares
|
$815,099
0.03% of portfolio
|
Q4 2025
Reduced 7.51%
|
|
|
Fenimore Asset Management Inc
|
Oct 20, 2025 Q3 2025 |
1,200
shares
|
$810,371
0.02% of portfolio
|
Q1 2025
Reduced 6.25%
|
|