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 4,160 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 |
|---|---|---|---|---|---|
|
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 |
Jan 20, 2026 Q4 2025 |
755
shares
|
$509,859
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
754
shares
|
$509,183
0.03% of portfolio
|
Q4 2025
Added 1.34%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
754
shares
|
$509,183
0.3% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
752
shares
|
$507,833
0.04% of portfolio
|
Q4 2025
Reduced 16.72%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
751
shares
|
$507,157
1.68% of portfolio
|
Q3 2022
Reduced 91.96%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
750
shares
|
$506,482
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2026 Q4 2025 |
750
shares
|
$506,482
0.03% of portfolio
|
Q4 2025
Reduced 5.66%
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
749
shares
|
$505,807
0.24% of portfolio
|
Q1 2025
Reduced 19.55%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
748
shares
|
$505,131
0.19% of portfolio
|
Q2 2022
Added 619.23%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
746
shares
|
$503,781
0.27% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
745
shares
|
$503,105
0.08% of portfolio
|
Q3 2025
Added 30.47%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
745
shares
|
$503,105
0.11% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jan 20, 2026 Q4 2025 |
741
shares
|
$500,404
0.38% of portfolio
|
Q4 2025
Added 3.06%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
740
shares
|
$499,729
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
738
shares
|
$498,378
0.32% of portfolio
|
Q3 2025
Added 17.7%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
738
shares
|
$498,378
0.22% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 15, 2026 Q4 2025 |
736
shares
|
$497,028
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
735
shares
|
$496,352
0.06% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
731
shares
|
$493,651
0.33% of portfolio
|
Q2 2025
Reduced 1.22%
|
|