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 4,137 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 05, 2025 Q3 2025 |
379
shares
|
$255,942
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
378
shares
|
$255,267
0.17% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
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.
|
Oct 22, 2025 Q3 2025 |
375
shares
|
$253,241
0.0% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
375
shares
|
$253,241
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
375
shares
|
$253,241
0.1% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
371
shares
|
$250,540
0.05% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2025 Q3 2025 |
369
shares
|
$249,189
0.1% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
369
shares
|
$249,189
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
368
shares
|
$248,514
0.1% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
368
shares
|
$248,514
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
368
shares
|
$248,514
0.02% of portfolio
|
Q3 2025
Reduced 24.59%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
368
shares
|
$248,514
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
368
shares
|
$248,514
0.03% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
368
shares
|
$248,514
0.09% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
368
shares
|
$248,514
0.29% of portfolio
|
Q4 2024
Reduced 29.5%
|
|