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 |
|---|---|---|---|---|---|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
524
shares
|
$353,862
0.13% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
524
shares
|
$353,862
0.03% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Gunderson Capital Management Inc.
|
Jan 15, 2026 Q4 2025 |
522
shares
|
$352,511
0.18% of portfolio
|
Q4 2025
Added 59.15%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
522
shares
|
$352,511
0.09% of portfolio
|
Q3 2025
Reduced 39.51%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 10, 2025 Q3 2025 |
522
shares
|
$352,511
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
520
shares
|
$351,161
0.27% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
518
shares
|
$349,810
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
518
shares
|
$349,810
0.19% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
517
shares
|
$349,135
0.04% of portfolio
|
Q4 2025
Reduced 63.26%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
516
shares
|
$348,459
0.18% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
515
shares
|
$347,784
0.1% of portfolio
|
Q2 2025
Reduced 18.64%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
515
shares
|
$347,784
0.08% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
514
shares
|
$347,109
0.21% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
514
shares
|
$347,109
0.37% of portfolio
|
Q3 2025
Reduced 83.55%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
514
shares
|
$347,109
0.31% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
512
shares
|
$345,758
0.09% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
510
shares
|
$344,408
0.03% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
510
shares
|
$344,408
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
509
shares
|
$343,732
0.07% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
509
shares
|
$343,732
0.13% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
506
shares
|
$341,706
0.14% of portfolio
|
Q2 2024
Reduced 22.03%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
506
shares
|
$341,706
0.04% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
504
shares
|
$340,356
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
503
shares
|
$339,680
0.03% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
502
shares
|
$339,005
0.05% of portfolio
|
Q3 2025
Reduced 10.83%
|
|