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 |
|---|---|---|---|---|---|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
318
shares
|
$214,748
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
317
shares
|
$214,073
0.1% of portfolio
|
Q3 2025
Reduced 49.52%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
315
shares
|
$212,722
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
314
shares
|
$212,047
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
314
shares
|
$212,047
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
313
shares
|
$211,372
0.0% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
313
shares
|
$211,372
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
313
shares
|
$211,372
0.05% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
313
shares
|
$211,372
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
312
shares
|
$210,696
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
310
shares
|
$209,346
0.07% of portfolio
|
Q3 2025
Reduced 80.69%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
309
shares
|
$208,670
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
308
shares
|
$207,995
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
308
shares
|
$207,995
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
308
shares
|
$207,995
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
307
shares
|
$207,320
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
306
shares
|
$206,644
0.14% of portfolio
|
Q3 2025
Reduced 34.05%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
305
shares
|
$205,969
0.01% of portfolio
|
Q3 2025
Added 1933.33%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
304
shares
|
$205,294
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
304
shares
|
$205,294
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
304
shares
|
$205,294
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
302
shares
|
$203,943
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
302
shares
|
$203,943
0.02% of portfolio
|
Q3 2025
Reduced 37.86%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
301
shares
|
$203,268
0.13% of portfolio
|
Q3 2025
Reduced 11.47%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 05, 2025 Q3 2025 |
301
shares
|
$203,268
0.2% of portfolio
|
Q3 2025
Reduced 12.75%
|
|