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 |
|---|---|---|---|---|---|
|
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
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
388
shares
|
$262,020
0.13% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
387
shares
|
$261,344
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
387
shares
|
$261,344
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
386
shares
|
$260,669
0.08% of portfolio
|
Q4 2025
Reduced 7.21%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
386
shares
|
$260,669
0.05% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
386
shares
|
$260,669
0.07% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
385
shares
|
$259,994
0.17% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
382
shares
|
$257,968
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
382
shares
|
$257,968
0.15% of portfolio
|
Q1 2024
Reduced 9.48%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
380
shares
|
$256,617
0.05% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
380
shares
|
$256,617
0.16% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
380
shares
|
$256,617
0.18% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
378
shares
|
$255,267
0.06% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
377
shares
|
$254,591
0.02% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
377
shares
|
$254,591
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
377
shares
|
$254,591
0.23% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 15, 2026 Q4 2025 |
375
shares
|
$253,241
0.0% of portfolio
|
Q3 2025
Reduced 5.06%
|
|