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 |
|---|---|---|---|---|---|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
628
shares
|
$424,094
0.15% of portfolio
|
Q3 2025
Added 15.44%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
628
shares
|
$424,094
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
627
shares
|
$423,419
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
626
shares
|
$422,744
0.08% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
625
shares
|
$422,068
0.17% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
623
shares
|
$420,718
0.19% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
622
shares
|
$420,042
0.19% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Jan 13, 2026 Q4 2025 |
620
shares
|
$418,692
0.04% of portfolio
|
Q4 2025
Reduced 19.48%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
620
shares
|
$418,692
0.17% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
619
shares
|
$418,016
0.25% of portfolio
|
Q3 2022
Added 1.48%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
618
shares
|
$417,341
0.18% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
616
shares
|
$415,990
0.33% of portfolio
|
Q2 2025
Reduced 26.93%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
615
shares
|
$415,315
0.13% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
615
shares
|
$415,315
0.25% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
614
shares
|
$414,640
0.15% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
613
shares
|
$413,965
0.35% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 20, 2025 Q3 2025 |
612
shares
|
$413,289
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
612
shares
|
$413,289
0.01% of portfolio
|
Q3 2025
Added 61.05%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
611
shares
|
$412,614
0.1% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
608
shares
|
$410,588
0.25% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
607
shares
|
$409,913
0.07% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
605
shares
|
$408,562
0.12% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Jan 09, 2026 Q4 2025 |
605
shares
|
$408,562
0.12% of portfolio
|
Q2 2024
Added 9.01%
|
|
|
Kearns & Associates LLC
|
Jan 08, 2026 Q4 2025 |
604
shares
|
$407,887
0.21% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
603
shares
|
$407,211
0.15% of portfolio
|
Q3 2025
Reduced 0.17%
|
|