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 |
|---|---|---|---|---|---|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,067
shares
|
$720,555
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,067
shares
|
$720,555
0.33% of portfolio
|
Q2 2022
Reduced 4.05%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
1,060
shares
|
$715,828
0.05% of portfolio
|
Q3 2025
Added 115.01%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
1,059
shares
|
$715,153
0.67% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
1,055
shares
|
$712,452
0.3% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
1,054
shares
|
$711,776
0.38% of portfolio
|
Q2 2025
Added 167.51%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,053
shares
|
$711,101
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
1,050
shares
|
$709,075
0.31% of portfolio
|
Q3 2025
Added 33.08%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
1,046
shares
|
$706,374
0.24% of portfolio
|
Q3 2025
Added 14.95%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
1,044
shares
|
$705,023
0.25% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,041
shares
|
$702,997
0.62% of portfolio
|
Q3 2022
Reduced 4.23%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
1,040
shares
|
$702,322
0.06% of portfolio
|
Q2 2025
Reduced 27.17%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
1,039
shares
|
$701,647
0.33% of portfolio
|
Q3 2025
Added 13.18%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
1,038
shares
|
$700,971
0.21% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
1,038
shares
|
$700,971
0.1% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Hms Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
1,035
shares
|
$698,945
0.29% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,035
shares
|
$698,945
0.2% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
1,031
shares
|
$696,244
0.17% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
1,031
shares
|
$696,244
0.22% of portfolio
|
Q3 2025
Reduced 33.95%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
1,024
shares
|
$691,517
0.23% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
1,023
shares
|
$690,842
0.48% of portfolio
|
Q4 2025
Added 3.02%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
1,022
shares
|
$690,166
0.1% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,022
shares
|
$690,166
0.2% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Nov 12, 2025 Q3 2025 |
1,021
shares
|
$689,491
0.44% of portfolio
|
Q3 2025
Reduced 51.84%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
1,020
shares
|
$688,816
0.22% of portfolio
|
Q1 2025
New holding
|
|