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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,111
shares
|
$750,269
0.1% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
1,111
shares
|
$750,269
0.4% of portfolio
|
Q3 2025
Added 19.46%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
1,111
shares
|
$750,269
0.2% of portfolio
|
Q3 2025
Reduced 51.21%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,107
shares
|
$747,568
0.47% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
1,107
shares
|
$747,568
0.6% of portfolio
|
Q3 2025
Added 1266.67%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
1,106
shares
|
$746,892
0.25% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
1,104
shares
|
$745,542
0.52% of portfolio
|
Q4 2025
Added 2.32%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
1,098
shares
|
$741,490
0.31% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
1,097
shares
|
$740,815
0.21% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,094
shares
|
$738,789
0.0% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
1,094
shares
|
$738,789
0.08% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 05, 2026 Q4 2025 |
1,094
shares
|
$738,789
0.41% of portfolio
|
Q4 2025
Added 3.5%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,091
shares
|
$736,763
0.12% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
1,088
shares
|
$734,737
0.34% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
1,086
shares
|
$733,386
0.32% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
1,083
shares
|
$731,360
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
1,081
shares
|
$730,010
0.09% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,080
shares
|
$729,334
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
1,079
shares
|
$728,659
0.25% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,075
shares
|
$725,958
0.25% of portfolio
|
Q1 2023
Reduced 82.45%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
1,072
shares
|
$723,932
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
1,070
shares
|
$722,581
0.35% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
1,069
shares
|
$721,906
0.19% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
1,068
shares
|
$721,231
0.1% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,067
shares
|
$720,555
0.11% of portfolio
|
Q1 2023
New holding
|
|