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 |
|---|---|---|---|---|---|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
847
shares
|
$571,987
0.13% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
841
shares
|
$567,935
0.14% of portfolio
|
Q4 2025
Reduced 4.32%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
841
shares
|
$567,935
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
840
shares
|
$567,260
0.35% of portfolio
|
Q3 2025
Added 30.84%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
840
shares
|
$567,260
0.08% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
838
shares
|
$565,909
0.08% of portfolio
|
Q4 2025
Added 23.42%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
837
shares
|
$565,234
0.16% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
837
shares
|
$565,234
0.19% of portfolio
|
Q3 2025
Added 469.39%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
836
shares
|
$564,559
0.07% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
835
shares
|
$563,883
0.31% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
835
shares
|
$563,883
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
833
shares
|
$562,533
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
831
shares
|
$561,182
0.16% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
831
shares
|
$561,182
0.26% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
829
shares
|
$559,831
0.09% of portfolio
|
Q3 2024
Reduced 45.24%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
828
shares
|
$559,156
0.16% of portfolio
|
Q3 2025
Added 21.05%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
827
shares
|
$558,481
0.23% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
827
shares
|
$558,481
0.03% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
826
shares
|
$557,806
0.17% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
824
shares
|
$556,455
0.02% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
823
shares
|
$555,780
0.02% of portfolio
|
Q4 2025
Reduced 5.07%
|
|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
823
shares
|
$555,780
0.26% of portfolio
|
Q3 2025
Reduced 26.06%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 14, 2025 Q3 2025 |
823
shares
|
$555,780
0.46% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Waverton Investment Management LTD
|
Nov 12, 2025 Q3 2025 |
820
shares
|
$553,754
0.01% of portfolio
|
Q2 2025
Added 27.13%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
819
shares
|
$553,078
0.82% of portfolio
|
Q4 2022
Reduced 44.89%
|
|