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 |
|---|---|---|---|---|---|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
1,154
shares
|
$779,307
0.4% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
1,152
shares
|
$777,957
0.17% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
1,149
shares
|
$775,931
0.46% of portfolio
|
Q3 2020
Reduced 1.37%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
1,147
shares
|
$774,580
0.33% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
1,146
shares
|
$773,905
0.51% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
1,145
shares
|
$773,229
0.17% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
1,144
shares
|
$772,554
0.05% of portfolio
|
Q3 2025
Added 38.83%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,144
shares
|
$772,554
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 16, 2026 Q4 2025 |
1,144
shares
|
$772,554
0.39% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
1,142
shares
|
$771,204
0.25% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
1,141
shares
|
$770,528
0.52% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,139
shares
|
$769,178
0.12% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
1,137
shares
|
$767,827
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
1,135
shares
|
$766,476
0.23% of portfolio
|
Q4 2025
Added 2.71%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
1,134
shares
|
$765,801
1.05% of portfolio
|
Q3 2025
Reduced 23.99%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
1,134
shares
|
$765,801
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
1,129
shares
|
$762,424
0.44% of portfolio
|
Q2 2022
Reduced 94.13%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
1,123
shares
|
$758,373
0.18% of portfolio
|
Q3 2025
Added 30.58%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
1,122
shares
|
$757,697
0.28% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
1,119
shares
|
$755,671
0.14% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
1,119
shares
|
$755,671
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Glenorchy Capital LTD
Boorolite, C3 |
Oct 30, 2025 Q3 2025 |
1,118
shares
|
$754,996
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
1,116
shares
|
$753,645
0.22% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
1,116
shares
|
$753,645
0.02% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
1,113
shares
|
$751,620
0.38% of portfolio
|
Q3 2025
Added 0.27%
|
|