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 |
|---|---|---|---|---|---|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
1,019
shares
|
$688,140
0.17% of portfolio
|
Q3 2025
Added 65.96%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
1,015
shares
|
$685,439
0.05% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
1,013
shares
|
$684,089
0.15% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,006
shares
|
$679,361
0.28% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
1,006
shares
|
$679,361
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
1,005
shares
|
$678,686
0.15% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,004
shares
|
$678,011
0.65% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
1,004
shares
|
$678,011
0.31% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
1,003
shares
|
$677,335
0.2% of portfolio
|
Q2 2025
Reduced 33.4%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
999
shares
|
$674,634
0.48% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
998
shares
|
$673,959
0.3% of portfolio
|
Q3 2025
Reduced 29.22%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
997
shares
|
$673,284
0.04% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
997
shares
|
$673,284
0.11% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
996
shares
|
$672,608
0.13% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
996
shares
|
$672,608
0.08% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
995
shares
|
$671,933
0.13% of portfolio
|
Q4 2025
Added 6.19%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2026 Q4 2025 |
991
shares
|
$669,232
0.37% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
990
shares
|
$668,556
0.38% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
986
shares
|
$665,855
0.44% of portfolio
|
Q3 2022
New holding
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
986
shares
|
$665,855
0.28% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
986
shares
|
$665,855
0.31% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
982
shares
|
$663,154
0.04% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
982
shares
|
$663,154
0.24% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
982
shares
|
$663,154
0.1% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
981
shares
|
$662,479
0.02% of portfolio
|
Q3 2025
Added 1.98%
|
|