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 |
|---|---|---|---|---|---|
|
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
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
546
shares
|
$368,719
0.05% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
545
shares
|
$368,043
0.14% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
544
shares
|
$367,368
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
543
shares
|
$366,693
0.19% of portfolio
|
Q3 2024
Added 46.36%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
542
shares
|
$366,018
0.05% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
542
shares
|
$366,018
0.25% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
542
shares
|
$366,018
0.17% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
541
shares
|
$365,342
0.04% of portfolio
|
Q1 2023
Added 0.93%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
541
shares
|
$365,342
0.11% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Nov 06, 2025 Q3 2025 |
540
shares
|
$364,667
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
539
shares
|
$363,992
0.1% of portfolio
|
Q3 2025
Reduced 39.3%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
538
shares
|
$363,316
0.17% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
538
shares
|
$363,316
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
536
shares
|
$361,966
0.04% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
535
shares
|
$361,290
0.2% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Xena Financial Planning, LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
534
shares
|
$360,615
0.43% of portfolio
|
Q4 2025
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
533
shares
|
$359,940
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Soros Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
532
shares
|
$359,264
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2025 Q3 2025 |
530
shares
|
$357,914
0.13% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
530
shares
|
$357,914
0.26% of portfolio
|
Q1 2025
Reduced 30.54%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
529
shares
|
$357,238
0.07% of portfolio
|
Q4 2025
Added 71.75%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
529
shares
|
$357,238
0.19% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
527
shares
|
$355,888
0.17% of portfolio
|
Q3 2025
Added 8.88%
|
|