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 4,208 institutions that hold shares in the stock, with a total of 796 Million shares, which have been reported (via 13F filing form) to have a value of $538 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Terra Nova Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
453
shares
|
$305,915
0.22% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
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 |
Jan 16, 2026 Q4 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%
|
|
|
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%
|
|
|
Advocate Group LLC
|
Jan 20, 2026 Q4 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%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
449
shares
|
$303,214
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Jan 23, 2026 Q4 2025 |
447
shares
|
$301,863
0.07% of portfolio
|
Q4 2025
Reduced 69.11%
|
|
|
Shayne & Co., LLC
|
Jan 27, 2026 Q4 2025 |
446
shares
|
$301,188
0.1% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 23, 2026 Q4 2025 |
446
shares
|
$301,188
0.09% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
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%
|
|
|
Eagle Wealth Advisors LLC
Westport, CT |
Jan 29, 2026 Q4 2025 |
444
shares
|
$299,837
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
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 |
Jan 20, 2026 Q4 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%
|
|