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 |
|---|---|---|---|---|---|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
602
shares
|
$406,536
0.19% of portfolio
|
Q3 2025
Added 49.01%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
601
shares
|
$405,861
0.04% of portfolio
|
Q4 2025
Added 2.91%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
601
shares
|
$405,861
0.31% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
600
shares
|
$405,185
0.12% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
600
shares
|
$405,185
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank Of Raymore
|
Oct 14, 2025 Q3 2025 |
600
shares
|
$405,185
0.28% of portfolio
|
Q3 2020
New holding
|
|
|
Dock Street Asset Management Inc
|
Jan 15, 2026 Q4 2025 |
598
shares
|
$403,835
0.03% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
598
shares
|
$403,835
0.15% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
598
shares
|
$403,835
0.09% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
598
shares
|
$403,835
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
597
shares
|
$403,160
0.05% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
597
shares
|
$403,160
0.02% of portfolio
|
Q3 2022
Reduced 33.22%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
595
shares
|
$401,809
0.19% of portfolio
|
Q4 2025
Reduced 4.34%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
594
shares
|
$401,134
0.12% of portfolio
|
Q4 2024
Reduced 96.07%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
594
shares
|
$401,134
0.06% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
593
shares
|
$400,458
0.19% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
593
shares
|
$400,458
0.07% of portfolio
|
Q3 2025
Added 162.39%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
593
shares
|
$400,458
0.15% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
592
shares
|
$399,783
0.18% of portfolio
|
Q3 2025
Added 65.36%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2026 Q4 2025 |
592
shares
|
$399,783
0.18% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Impac Tfolio, LLC
|
Jan 07, 2026 Q4 2025 |
591
shares
|
$399,108
0.17% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
590
shares
|
$398,432
0.09% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
590
shares
|
$398,432
0.15% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
589
shares
|
$397,757
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
589
shares
|
$397,757
0.09% of portfolio
|
Q2 2024
Added 10.09%
|
|