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 |
|---|---|---|---|---|---|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
777
shares
|
$524,715
0.18% of portfolio
|
Q3 2025
Reduced 53.61%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Nov 07, 2025 Q3 2025 |
777
shares
|
$524,715
0.5% of portfolio
|
Q2 2025
Reduced 16.36%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
776
shares
|
$524,040
0.42% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
775
shares
|
$523,365
0.05% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
775
shares
|
$523,365
0.05% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
772
shares
|
$521,339
0.44% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
771
shares
|
$520,664
0.24% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
770
shares
|
$519,988
5.01% of portfolio
|
Q1 2024
Reduced 99.07%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
767
shares
|
$517,962
0.18% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
767
shares
|
$517,962
0.1% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
767
shares
|
$517,962
0.47% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
766
shares
|
$517,287
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
766
shares
|
$517,287
0.1% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
766
shares
|
$517,287
0.53% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
766
shares
|
$517,287
0.4% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
765
shares
|
$516,612
0.81% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
764
shares
|
$515,936
0.04% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
763
shares
|
$515,261
0.18% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
763
shares
|
$515,261
0.17% of portfolio
|
Q3 2025
Added 19.97%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
760
shares
|
$513,235
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
758
shares
|
$511,884
0.18% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
757
shares
|
$511,209
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
757
shares
|
$511,209
0.53% of portfolio
|
Q3 2022
Reduced 3.44%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
756
shares
|
$510,534
0.07% of portfolio
|
Q4 2025
Reduced 2.58%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
755
shares
|
$509,859
0.23% of portfolio
|
Q4 2024
New holding
|
|