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 |
|---|---|---|---|---|---|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
980
shares
|
$661,803
0.37% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
979
shares
|
$661,128
0.08% of portfolio
|
Q3 2025
Added 90.47%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
973
shares
|
$657,076
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
972
shares
|
$656,401
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
971
shares
|
$655,726
0.16% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
970
shares
|
$655,050
0.24% of portfolio
|
Q3 2025
Added 60.07%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
965
shares
|
$651,674
0.48% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
962
shares
|
$649,648
0.15% of portfolio
|
Q4 2025
Reduced 16.35%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
961
shares
|
$648,972
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
961
shares
|
$648,972
0.36% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
961
shares
|
$648,972
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
959
shares
|
$647,622
0.03% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Jan 15, 2026 Q4 2025 |
958
shares
|
$646,946
0.17% of portfolio
|
Q4 2025
Reduced 10.63%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
955
shares
|
$644,921
0.01% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
954
shares
|
$644,245
0.15% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
953
shares
|
$643,570
0.39% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
950
shares
|
$641,544
0.34% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
949
shares
|
$640,869
0.24% of portfolio
|
Q3 2025
Added 26.87%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
948
shares
|
$640,193
0.02% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
947
shares
|
$639,518
0.16% of portfolio
|
Q4 2025
Reduced 47.42%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
947
shares
|
$639,518
0.13% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
947
shares
|
$639,518
0.12% of portfolio
|
Q4 2025
Added 32.08%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
945
shares
|
$638,167
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
945
shares
|
$638,167
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
945
shares
|
$638,167
0.36% of portfolio
|
Q3 2025
Added 0.75%
|
|