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 4,136 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $533 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stairway Partners, LLC
|
Jan 05, 2026 Q4 2025 |
209,190
shares
|
$141 Million
7.57% of portfolio
|
Q4 2025
Reduced 13.43%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
207,034
shares
|
$140 Million
0.95% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
206,513
shares
|
$139 Million
0.07% of portfolio
|
Q3 2025
Reduced 99.73%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Oct 27, 2025 Q3 2025 |
205,246
shares
|
$139 Million
11.74% of portfolio
|
Q3 2025
Added 31.05%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
203,919
shares
|
$138 Million
10.47% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 17, 2025 Q3 2025 |
203,479
shares
|
$137 Million
61.91% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
202,970
shares
|
$137 Million
8.06% of portfolio
|
Q3 2025
Added 28.35%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
202,655
shares
|
$137 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
202,441
shares
|
$137 Million
8.91% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
201,313
shares
|
$136 Million
7.66% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
200,494
shares
|
$135 Million
35.62% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Rezny Wealth Management, Inc.
|
Oct 22, 2025 Q3 2025 |
198,386
shares
|
$134 Million
27.29% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
198,247
shares
|
$134 Million
1.74% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
197,730
shares
|
$134 Million
3.51% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
196,850
shares
|
$133 Million
13.04% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
196,325
shares
|
$133 Million
2.94% of portfolio
|
Q2 2025
Reduced 54.07%
|
|
|
University Of Chicago
Chicago, IL |
Nov 06, 2025 Q3 2025 |
195,789
shares
|
$132 Million
64.04% of portfolio
|
Q3 2025
Added 154.59%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
195,292
shares
|
$132 Million
2.21% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
194,485
shares
|
$131 Million
3.37% of portfolio
|
Q1 2023
Added 3.45%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
192,997
shares
|
$130 Million
16.4% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
192,842
shares
|
$130 Million
2.01% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
192,613
shares
|
$130 Million
23.13% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
191,409
shares
|
$129 Million
24.5% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
191,199
shares
|
$129 Million
20.17% of portfolio
|
Q3 2025
Added 5370.64%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
189,524
shares
|
$128 Million
37.25% of portfolio
|
Q3 2025
Added 5.25%
|
|