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 |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
576
shares
|
$388,978
0.18% of portfolio
|
Q3 2025
Reduced 94.89%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
576
shares
|
$388,978
0.03% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 14, 2026 Q4 2025 |
575
shares
|
$388,303
0.07% of portfolio
|
Q4 2025
Reduced 3.04%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
575
shares
|
$388,303
0.31% of portfolio
|
Q4 2021
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
574
shares
|
$387,627
0.28% of portfolio
|
Q3 2025
Added 73.94%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
572
shares
|
$386,277
0.17% of portfolio
|
Q3 2025
Added 314.49%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
570
shares
|
$384,926
0.19% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 12, 2026 Q4 2025 |
570
shares
|
$384,926
0.22% of portfolio
|
Q4 2025
Added 9.83%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
569
shares
|
$384,251
0.14% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 16, 2026 Q4 2025 |
567
shares
|
$382,900
0.09% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
567
shares
|
$382,900
0.1% of portfolio
|
Q2 2025
Added 503.19%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
566
shares
|
$382,225
0.11% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
566
shares
|
$382,225
0.17% of portfolio
|
Q3 2024
Added 50.93%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
565
shares
|
$381,550
0.13% of portfolio
|
Q3 2025
Reduced 20.31%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
561
shares
|
$378,848
0.19% of portfolio
|
Q3 2025
Reduced 27.43%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 06, 2026 Q4 2025 |
559
shares
|
$377,498
0.21% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
558
shares
|
$376,822
0.2% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
558
shares
|
$376,822
0.13% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Nov 07, 2025 Q3 2025 |
556
shares
|
$375,472
0.23% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
556
shares
|
$375,472
0.04% of portfolio
|
Q3 2024
Added 41.12%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
556
shares
|
$375,472
0.27% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
554
shares
|
$374,121
0.18% of portfolio
|
Q4 2025
Reduced 1.77%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
552
shares
|
$372,771
0.18% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
550
shares
|
$371,420
0.05% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
548
shares
|
$370,069
0.22% of portfolio
|
Q3 2025
New holding
|
|