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 |
|---|---|---|---|---|---|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 05, 2025 Q3 2025 |
301
shares
|
$203,268
0.2% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
301
shares
|
$203,268
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
300
shares
|
$202,592
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
298
shares
|
$201,242
0.07% of portfolio
|
Q3 2025
Reduced 16.99%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
297
shares
|
$200,567
0.1% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
292
shares
|
$197,190
0.06% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
287
shares
|
$193,813
0.11% of portfolio
|
Q3 2025
Reduced 40.46%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
285
shares
|
$192,463
0.09% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
282
shares
|
$190,437
0.07% of portfolio
|
Q2 2024
Added 475.51%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
274
shares
|
$185,034
0.12% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
273
shares
|
$184,359
0.04% of portfolio
|
Q2 2023
Added 84.46%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
270
shares
|
$182,333
0.1% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
267
shares
|
$180,307
0.04% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
257
shares
|
$173,554
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
253
shares
|
$170,853
0.09% of portfolio
|
Q3 2025
Added 16.59%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
251
shares
|
$169,502
0.1% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
250
shares
|
$168,827
0.01% of portfolio
|
Q1 2023
Reduced 35.9%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
243
shares
|
$164,100
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
240
shares
|
$162,074
0.03% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
238
shares
|
$160,723
0.04% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
238
shares
|
$160,723
0.09% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
237
shares
|
$160,048
0.0% of portfolio
|
Q3 2025
Reduced 30.7%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
234
shares
|
$158,022
0.05% of portfolio
|
Q1 2025
Added 84.25%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
233
shares
|
$157,347
2.94% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
227
shares
|
$153,295
0.03% of portfolio
|
Q2 2025
Added 28.98%
|
|