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 4,157 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 |
|---|---|---|---|---|---|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
360
shares
|
$243,111
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 15, 2026 Q4 2025 |
360
shares
|
$243,111
0.14% of portfolio
|
Q4 2025
Reduced 53.85%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
359
shares
|
$242,436
0.12% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
359
shares
|
$242,436
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
358
shares
|
$241,760
0.05% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
357
shares
|
$241,085
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
357
shares
|
$241,085
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
357
shares
|
$241,085
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
356
shares
|
$240,410
0.05% of portfolio
|
Q4 2025
Reduced 37.65%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Nov 12, 2025 Q3 2025 |
356
shares
|
$240,410
0.06% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
355
shares
|
$239,735
0.1% of portfolio
|
Q3 2025
Reduced 36.04%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
354
shares
|
$239,059
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
352
shares
|
$237,709
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
352
shares
|
$237,709
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
350
shares
|
$236,358
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
350
shares
|
$236,358
0.16% of portfolio
|
Q4 2025
Reduced 7.41%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
349
shares
|
$235,683
0.06% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
349
shares
|
$235,683
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
348
shares
|
$235,007
0.22% of portfolio
|
Q3 2025
Reduced 15.74%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
347
shares
|
$234,332
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
347
shares
|
$234,332
0.11% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
346
shares
|
$233,657
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
345
shares
|
$232,981
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
344
shares
|
$232,306
0.19% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
344
shares
|
$232,306
0.08% of portfolio
|
Q2 2025
New holding
|
|