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 4,136 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $533 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
189,410
shares
|
$128 Million
8.19% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
187,111
shares
|
$126 Million
18.44% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
186,705
shares
|
$126 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
186,117
shares
|
$126 Million
0.21% of portfolio
|
Q3 2025
Reduced 28.64%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
185,431
shares
|
$125 Million
34.78% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
184,985
shares
|
$125 Million
5.4% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
184,523
shares
|
$125 Million
3.0% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
183,590
shares
|
$124 Million
6.44% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
183,207
shares
|
$124 Million
3.81% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
181,955
shares
|
$123 Million
1.41% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
181,648
shares
|
$123 Million
14.66% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
180,084
shares
|
$122 Million
10.6% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
178,759
shares
|
$121 Million
0.76% of portfolio
|
Q2 2025
Added 104.28%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
178,400
shares
|
$120 Million
5.62% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
177,575
shares
|
$120 Million
1.96% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
176,946
shares
|
$119 Million
13.2% of portfolio
|
Q3 2025
Added 14.41%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
176,528
shares
|
$119 Million
0.06% of portfolio
|
Q3 2025
Added 20.5%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
175,244
shares
|
$118 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
172,587
shares
|
$117 Million
5.87% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
172,104
shares
|
$116 Million
0.36% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2025 Q3 2025 |
172,000
shares
|
$116 Million
12.78% of portfolio
|
Q3 2025
Added 91.11%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
171,964
shares
|
$116 Million
26.63% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
171,543
shares
|
$116 Million
6.2% of portfolio
|
Q2 2024
Added 10.68%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
171,538
shares
|
$116 Million
3.66% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
171,391
shares
|
$116 Million
1.51% of portfolio
|
Q3 2025
Added 8.41%
|
|