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 4,137 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $533 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
229,378
shares
|
$155 Million
5.14% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
228,552
shares
|
$154 Million
12.36% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
227,080
shares
|
$153 Million
11.4% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
225,781
shares
|
$152 Million
4.05% of portfolio
|
Q4 2023
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
223,832
shares
|
$151 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Leverty Financial Group, LLC
|
Oct 07, 2025 Q3 2025 |
223,706
shares
|
$151 Million
48.17% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
223,312
shares
|
$151 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
223,024
shares
|
$151 Million
0.5% of portfolio
|
Q3 2025
Reduced 16.34%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 15, 2025 Q3 2025 |
222,951
shares
|
$151 Million
40.16% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
222,238
shares
|
$150 Million
7.53% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
221,488
shares
|
$150 Million
26.94% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 20, 2025 Q3 2025 |
220,995
shares
|
$149 Million
24.37% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
220,604
shares
|
$149 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
219,553
shares
|
$148 Million
1.65% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
219,243
shares
|
$148 Million
3.4% of portfolio
|
Q4 2023
Added 9.72%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
216,639
shares
|
$146 Million
3.45% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Rptc Inc.
Jackson, WY |
Nov 14, 2025 Q3 2025 |
216,582
shares
|
$146 Million
25.49% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
215,939
shares
|
$146 Million
7.86% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
212,508
shares
|
$144 Million
1.84% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
211,899
shares
|
$143 Million
46.68% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
211,654
shares
|
$143 Million
4.13% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
211,613
shares
|
$143 Million
7.9% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
210,000
shares
|
$142 Million
2.51% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
209,830
shares
|
$142 Million
1.28% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
209,670
shares
|
$142 Million
14.55% of portfolio
|
Q3 2025
Reduced 22.33%
|
|