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 4,136 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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
170,359
shares
|
$115 Million
3.68% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
169,462
shares
|
$114 Million
1.58% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
169,174
shares
|
$114 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
168,574
shares
|
$114 Million
14.18% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
168,405
shares
|
$114 Million
2.37% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
168,336
shares
|
$114 Million
32.25% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
167,542
shares
|
$113 Million
2.37% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Chandler Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
167,501
shares
|
$113 Million
18.4% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
167,297
shares
|
$113 Million
6.15% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
165,971
shares
|
$112 Million
4.84% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
165,827
shares
|
$112 Million
22.81% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
165,607
shares
|
$112 Million
4.29% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
164,673
shares
|
$111 Million
13.51% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
164,535
shares
|
$111 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
164,213
shares
|
$111 Million
9.41% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
162,717
shares
|
$110 Million
1.95% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
161,674
shares
|
$109 Million
0.24% of portfolio
|
Q3 2025
Reduced 82.18%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
160,728
shares
|
$109 Million
3.64% of portfolio
|
Q3 2022
Reduced 2.87%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
160,000
shares
|
$108 Million
3.51% of portfolio
|
Q3 2025
New holding
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
159,684
shares
|
$108 Million
28.55% of portfolio
|
Q3 2025
Added 30.01%
|
|
|
Ironclad Investments LLC
Maitland, FL |
Nov 14, 2025 Q3 2025 |
157,664
shares
|
$106 Million
50.1% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
155,973
shares
|
$105 Million
2.27% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
155,532
shares
|
$105 Million
5.77% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
155,531
shares
|
$105 Million
20.83% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Nov 13, 2025 Q3 2025 |
155,000
shares
|
$105 Million
5.07% of portfolio
|
Q3 2025
New holding
|
|