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 4,149 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 |
|---|---|---|---|---|---|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
458
shares
|
$309,291
0.19% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
457
shares
|
$308,616
0.2% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
456
shares
|
$307,941
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 12, 2026 Q4 2025 |
456
shares
|
$307,941
0.19% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 17, 2025 Q3 2025 |
456
shares
|
$307,941
0.2% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
455
shares
|
$307,266
0.1% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jan 15, 2026 Q4 2025 |
455
shares
|
$307,266
0.2% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Avity Investment Management Inc.
|
Jan 13, 2026 Q4 2025 |
454
shares
|
$306,590
0.02% of portfolio
|
Q4 2025
Reduced 49.5%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
453
shares
|
$305,915
0.06% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Terra Nova Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
453
shares
|
$305,915
0.22% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
452
shares
|
$305,240
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
452
shares
|
$305,240
0.09% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Nov 07, 2025 Q3 2025 |
452
shares
|
$305,240
0.17% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
452
shares
|
$305,240
0.16% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
452
shares
|
$305,240
0.26% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 21, 2025 Q3 2025 |
451
shares
|
$304,564
0.08% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
451
shares
|
$304,564
0.2% of portfolio
|
Q1 2024
Added 7.13%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
450
shares
|
$303,889
0.1% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
450
shares
|
$303,889
0.05% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
450
shares
|
$303,889
0.15% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 10, 2025 Q3 2025 |
450
shares
|
$303,889
0.19% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
449
shares
|
$303,214
0.1% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
449
shares
|
$303,214
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
445
shares
|
$300,512
0.12% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
445
shares
|
$300,512
0.14% of portfolio
|
Q3 2025
Reduced 10.1%
|
|