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 |
|---|---|---|---|---|---|
|
Verde Capital Management
|
Nov 12, 2025 Q3 2025 |
589
shares
|
$397,757
0.09% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
589
shares
|
$397,757
0.08% of portfolio
|
Q4 2025
Reduced 13.89%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
589
shares
|
$397,757
0.06% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
589
shares
|
$397,757
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
588
shares
|
$397,082
0.07% of portfolio
|
Q2 2024
Added 11.36%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
588
shares
|
$397,082
0.23% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Abner Herrman & Brock LLC
|
Jan 06, 2026 Q4 2025 |
587
shares
|
$396,406
0.04% of portfolio
|
Q4 2025
Added 6.34%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
586
shares
|
$395,731
0.11% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 06, 2026 Q4 2025 |
584
shares
|
$394,381
0.02% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
584
shares
|
$394,381
0.06% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
583
shares
|
$393,705
0.07% of portfolio
|
Q4 2025
Reduced 20.68%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
583
shares
|
$393,705
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
582
shares
|
$393,030
0.48% of portfolio
|
Q3 2025
Reduced 31.85%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
582
shares
|
$393,030
0.14% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
581
shares
|
$392,355
0.07% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
580
shares
|
$391,679
0.1% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
580
shares
|
$391,679
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
579
shares
|
$391,004
0.25% of portfolio
|
Q3 2025
Added 15.8%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
579
shares
|
$391,004
0.33% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
579
shares
|
$391,004
0.29% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
578
shares
|
$390,329
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
578
shares
|
$390,329
0.09% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Oct 29, 2025 Q3 2025 |
578
shares
|
$390,329
0.29% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
578
shares
|
$390,329
0.29% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
577
shares
|
$389,653
0.48% of portfolio
|
Q3 2025
Added 0.17%
|
|