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 4,163 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 |
|---|---|---|---|---|---|
|
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.
|
Jan 21, 2026 Q4 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
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
945
shares
|
$638,167
0.36% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
943
shares
|
$636,817
0.15% of portfolio
|
Q1 2025
Reduced 19.33%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
942
shares
|
$636,142
0.03% of portfolio
|
Q3 2025
Added 15.58%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
938
shares
|
$633,440
0.11% of portfolio
|
Q3 2025
Reduced 19.69%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
937
shares
|
$632,765
0.21% of portfolio
|
Q1 2023
Reduced 2.5%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jan 14, 2026 Q4 2025 |
935
shares
|
$631,414
0.39% of portfolio
|
Q4 2025
Reduced 2.09%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
933
shares
|
$630,064
0.48% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
931
shares
|
$628,713
0.27% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
930
shares
|
$628,038
0.42% of portfolio
|
Q2 2025
Reduced 34.65%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
929
shares
|
$627,362
0.18% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
928
shares
|
$626,687
1.81% of portfolio
|
Q4 2023
Reduced 42.65%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
927
shares
|
$626,012
0.13% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
927
shares
|
$626,012
0.21% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
925
shares
|
$624,661
0.35% of portfolio
|
Q2 2021
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
923
shares
|
$623,311
0.01% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
922
shares
|
$622,635
1.06% of portfolio
|
Q2 2025
Reduced 28.75%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
917
shares
|
$619,259
0.18% of portfolio
|
Q4 2025
Reduced 28.25%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
916
shares
|
$618,583
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
914
shares
|
$617,233
0.13% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
914
shares
|
$617,233
0.34% of portfolio
|
Q2 2025
Reduced 8.87%
|
|