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 4,160 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 |
|---|---|---|---|---|---|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
426
shares
|
$287,682
0.14% of portfolio
|
Q4 2025
Reduced 0.93%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
426
shares
|
$287,682
0.2% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Nov 04, 2025 Q3 2025 |
425
shares
|
$287,006
0.19% of portfolio
|
Q3 2025
Reduced 20.26%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
424
shares
|
$286,331
0.13% of portfolio
|
Q4 2023
Reduced 31.39%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 20, 2026 Q4 2025 |
424
shares
|
$286,331
0.22% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
423
shares
|
$285,656
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
422
shares
|
$284,980
0.15% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
421
shares
|
$284,305
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
421
shares
|
$284,305
0.03% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
421
shares
|
$284,305
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
420
shares
|
$283,630
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
420
shares
|
$283,630
0.11% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
420
shares
|
$283,630
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
419
shares
|
$282,954
0.03% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
418
shares
|
$282,279
0.07% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Armstrong Henry H Associates Inc
|
Jan 06, 2026 Q4 2025 |
417
shares
|
$281,604
0.03% of portfolio
|
Q4 2025
Reduced 18.55%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
416
shares
|
$280,928
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
415
shares
|
$280,253
0.08% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
415
shares
|
$280,253
0.13% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
413
shares
|
$278,903
0.05% of portfolio
|
Q3 2025
Reduced 16.23%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
413
shares
|
$278,903
0.19% of portfolio
|
Q3 2025
Reduced 19.34%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
413
shares
|
$278,903
0.23% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
413
shares
|
$278,903
0.17% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
412
shares
|
$278,227
0.05% of portfolio
|
Q3 2025
Reduced 23.56%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
412
shares
|
$278,227
0.1% of portfolio
|
Q2 2025
Reduced 0.72%
|
|