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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
907
shares
|
$612,506
0.17% of portfolio
|
Q3 2025
Added 58.57%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
906
shares
|
$611,830
0.49% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
905
shares
|
$611,155
0.21% of portfolio
|
Q3 2025
Added 95.46%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
904
shares
|
$610,480
0.35% of portfolio
|
Q4 2025
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
903
shares
|
$609,804
0.25% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
903
shares
|
$609,804
0.18% of portfolio
|
Q4 2025
Added 11.07%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
902
shares
|
$609,129
0.09% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
901
shares
|
$608,454
0.22% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
900
shares
|
$607,779
0.45% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Oct 29, 2025 Q3 2025 |
900
shares
|
$607,779
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
898
shares
|
$606,428
0.11% of portfolio
|
Q3 2022
Reduced 18.44%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
896
shares
|
$605,077
0.18% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
896
shares
|
$605,077
0.41% of portfolio
|
Q3 2025
Added 198.67%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
895
shares
|
$604,402
0.35% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
894
shares
|
$603,727
0.17% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
891
shares
|
$601,701
0.21% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
891
shares
|
$601,701
0.49% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
889
shares
|
$600,350
0.12% of portfolio
|
Q2 2024
Added 33.68%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
889
shares
|
$600,350
0.17% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
887
shares
|
$598,999
0.14% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
887
shares
|
$598,999
0.25% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
886
shares
|
$598,324
0.29% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
885
shares
|
$597,649
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
885
shares
|
$597,649
0.31% of portfolio
|
Q3 2025
Added 58.89%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
884
shares
|
$596,974
0.03% of portfolio
|
Q3 2023
Reduced 1.56%
|
|