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 |
|---|---|---|---|---|---|
|
Hemenway Trust CO LLC
|
Nov 07, 2025 Q3 2025 |
883
shares
|
$596,298
0.05% of portfolio
|
Q3 2025
Reduced 20.66%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
883
shares
|
$596,298
0.24% of portfolio
|
Q3 2025
Reduced 19.58%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
879
shares
|
$593,597
0.07% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
879
shares
|
$593,597
0.13% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
878
shares
|
$592,922
0.2% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
877
shares
|
$592,246
0.08% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Revere Asset Management, Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
876
shares
|
$591,571
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Ccm Investment Advisers LLC
|
Jan 12, 2026 Q4 2025 |
873
shares
|
$589,545
0.06% of portfolio
|
Q4 2025
Added 16.71%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
870
shares
|
$587,519
0.23% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
870
shares
|
$587,519
0.4% of portfolio
|
Q4 2025
Added 1.05%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
869
shares
|
$586,844
0.23% of portfolio
|
Q3 2025
Added 47.29%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
867
shares
|
$585,493
0.4% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
867
shares
|
$585,493
0.34% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
865
shares
|
$584,143
0.06% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
858
shares
|
$579,415
0.41% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2026 Q4 2025 |
856
shares
|
$578,065
0.04% of portfolio
|
Q4 2025
Added 3.13%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
856
shares
|
$578,065
0.43% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
854
shares
|
$576,714
0.12% of portfolio
|
Q4 2024
Reduced 37.21%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
853
shares
|
$576,039
0.05% of portfolio
|
Q4 2025
Reduced 6.88%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
853
shares
|
$576,039
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
852
shares
|
$575,364
0.24% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
852
shares
|
$575,364
0.01% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
849
shares
|
$573,338
0.09% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
849
shares
|
$573,338
0.18% of portfolio
|
Q3 2025
Reduced 25.07%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
848
shares
|
$572,662
0.2% of portfolio
|
Q4 2022
Added 4.56%
|
|