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 |
|---|---|---|---|---|---|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
444
shares
|
$299,837
0.05% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
443
shares
|
$299,162
0.09% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
442
shares
|
$298,487
0.05% of portfolio
|
Q3 2025
Reduced 25.71%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
442
shares
|
$298,487
0.06% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
442
shares
|
$298,487
0.05% of portfolio
|
Q3 2025
Reduced 18.45%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
442
shares
|
$298,487
0.12% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
442
shares
|
$298,487
0.14% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
438
shares
|
$295,785
0.19% of portfolio
|
Q4 2024
Reduced 80.79%
|
|
|
Barnett & Company, Inc.
|
Nov 10, 2025 Q3 2025 |
438
shares
|
$295,785
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
438
shares
|
$295,785
0.07% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Sicart Associates LLC
|
Jan 14, 2026 Q4 2025 |
436
shares
|
$294,435
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
436
shares
|
$294,435
0.09% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
436
shares
|
$294,435
0.2% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
435
shares
|
$293,759
0.07% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
435
shares
|
$293,759
0.28% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
433
shares
|
$292,409
0.03% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
433
shares
|
$292,409
0.05% of portfolio
|
Q4 2023
Reduced 17.99%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
432
shares
|
$291,733
0.1% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
431
shares
|
$291,058
0.17% of portfolio
|
Q3 2025
Added 139.44%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 14, 2026 Q4 2025 |
429
shares
|
$289,707
0.18% of portfolio
|
Q4 2025
Reduced 5.51%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
428
shares
|
$289,032
0.11% of portfolio
|
Q3 2025
Added 38.51%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Nov 07, 2025 Q3 2025 |
428
shares
|
$289,032
0.38% of portfolio
|
Q2 2025
Reduced 35.15%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 12, 2026 Q4 2025 |
428
shares
|
$289,032
0.12% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
427
shares
|
$288,357
0.07% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
426
shares
|
$287,682
0.14% of portfolio
|
Q4 2025
Reduced 0.93%
|
|