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 4,153 institutions that hold shares in the stock, with a total of 794 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 |
|---|---|---|---|---|---|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
502
shares
|
$339,005
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Oct 23, 2025 Q3 2025 |
502
shares
|
$339,005
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
501
shares
|
$338,330
0.03% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$337,655
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
500
shares
|
$337,655
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
500
shares
|
$337,655
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
500
shares
|
$337,655
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
499
shares
|
$336,979
0.1% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
499
shares
|
$336,979
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
496
shares
|
$334,953
0.01% of portfolio
|
Q1 2023
Reduced 9.16%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
495
shares
|
$334,278
0.09% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
494
shares
|
$333,603
0.28% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
493
shares
|
$332,927
0.13% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
492
shares
|
$332,252
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
490
shares
|
$330,901
0.2% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
489
shares
|
$330,226
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
489
shares
|
$330,226
0.23% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
488
shares
|
$329,551
0.14% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
486
shares
|
$328,200
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
485
shares
|
$327,525
0.06% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
485
shares
|
$327,525
0.09% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
483
shares
|
$326,174
0.03% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
480
shares
|
$324,148
0.06% of portfolio
|
Q3 2025
Reduced 34.6%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
480
shares
|
$324,148
0.09% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
480
shares
|
$324,148
0.09% of portfolio
|
Q3 2025
Added 7.87%
|
|