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 |
|---|---|---|---|---|---|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
1,197
shares
|
$808,346
0.62% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
1,196
shares
|
$807,670
0.32% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
1,196
shares
|
$807,670
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
1,194
shares
|
$806,320
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
1,192
shares
|
$804,969
0.25% of portfolio
|
Q2 2025
Added 95.73%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,191
shares
|
$804,294
0.43% of portfolio
|
Q4 2024
Added 41.95%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
1,190
shares
|
$803,618
0.06% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
1,188
shares
|
$802,268
0.46% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 29, 2025 Q3 2025 |
1,186
shares
|
$800,917
0.49% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
1,184
shares
|
$799,567
0.52% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
1,181
shares
|
$797,541
0.51% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,180
shares
|
$796,865
0.08% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
1,180
shares
|
$796,865
0.71% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
1,179
shares
|
$796,190
0.27% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
1,178
shares
|
$795,515
0.12% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
1,176
shares
|
$794,164
0.13% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
1,172
shares
|
$791,463
0.22% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
1,170
shares
|
$790,112
0.17% of portfolio
|
Q3 2025
Reduced 38.78%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
1,169
shares
|
$789,437
0.31% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
1,166
shares
|
$787,411
0.23% of portfolio
|
Q4 2025
Added 6.97%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
1,166
shares
|
$787,411
0.28% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
1,157
shares
|
$781,333
0.27% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
1,156
shares
|
$780,658
0.09% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
1,156
shares
|
$780,658
0.04% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,155
shares
|
$779,983
0.48% of portfolio
|
Q3 2025
Added 2.03%
|
|