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 |
|---|---|---|---|---|---|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
658
shares
|
$444,353
0.06% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2025 Q3 2025 |
657
shares
|
$443,678
0.15% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
655
shares
|
$442,328
0.13% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
655
shares
|
$442,328
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Kirr Marbach & CO LLC
|
Oct 14, 2025 Q3 2025 |
654
shares
|
$441,652
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
654
shares
|
$441,652
0.04% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
651
shares
|
$439,626
0.22% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
650
shares
|
$438,951
0.13% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
647
shares
|
$436,925
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
647
shares
|
$436,925
0.17% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
642
shares
|
$433,549
0.54% of portfolio
|
Q4 2021
New holding
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
642
shares
|
$433,549
0.07% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
642
shares
|
$433,549
0.33% of portfolio
|
Q3 2025
Added 29.18%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
640
shares
|
$432,198
0.11% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
638
shares
|
$430,847
0.02% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
638
shares
|
$430,847
0.19% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
635
shares
|
$428,821
0.11% of portfolio
|
Q3 2022
Reduced 2.31%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
633
shares
|
$427,471
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
633
shares
|
$427,471
0.06% of portfolio
|
Q4 2025
Added 18.76%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
632
shares
|
$426,795
0.06% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
632
shares
|
$426,795
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
631
shares
|
$426,120
0.29% of portfolio
|
Q2 2025
Reduced 60.76%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
631
shares
|
$426,120
0.14% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
629
shares
|
$424,769
0.06% of portfolio
|
Q3 2020
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
628
shares
|
$424,094
0.01% of portfolio
|
Q3 2025
Added 57.39%
|
|