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 4,140 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 |
|---|---|---|---|---|---|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
405
shares
|
$273,500
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
404
shares
|
$272,825
0.01% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
404
shares
|
$272,825
0.14% of portfolio
|
Q3 2025
Reduced 31.41%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
403
shares
|
$272,149
0.13% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
401
shares
|
$270,799
0.1% of portfolio
|
Q3 2025
Reduced 38.02%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
400
shares
|
$270,124
0.19% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
400
shares
|
$270,124
0.08% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
400
shares
|
$270,124
0.08% of portfolio
|
Q3 2025
Reduced 44.75%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
400
shares
|
$270,124
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
400
shares
|
$270,124
0.04% of portfolio
|
Q1 2024
Added 15.61%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
399
shares
|
$269,448
0.08% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
399
shares
|
$269,448
0.03% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
397
shares
|
$268,098
0.18% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
396
shares
|
$267,422
0.07% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
396
shares
|
$267,422
0.08% of portfolio
|
Q2 2025
Reduced 24.14%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
395
shares
|
$266,747
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
393
shares
|
$265,396
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
393
shares
|
$265,396
0.11% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
393
shares
|
$265,396
0.12% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
392
shares
|
$264,721
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
392
shares
|
$264,721
0.26% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
390
shares
|
$263,370
0.11% of portfolio
|
Q1 2022
Added 0.26%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 08, 2026 Q4 2025 |
390
shares
|
$263,370
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Oct 09, 2025 Q3 2025 |
389
shares
|
$262,695
0.11% of portfolio
|
Q3 2025
Reduced 15.07%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
388
shares
|
$262,020
0.05% of portfolio
|
Q1 2024
New holding
|
|