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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
221
shares
|
$149,243
0.07% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
220
shares
|
$148,568
0.07% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
210
shares
|
$141,815
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
209
shares
|
$141,139
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
199
shares
|
$134,386
0.05% of portfolio
|
Q3 2022
Reduced 20.4%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
197
shares
|
$133,036
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
196
shares
|
$132,360
0.08% of portfolio
|
Q1 2025
Added 59.35%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
191
shares
|
$128,984
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
191
shares
|
$128,984
0.08% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
188
shares
|
$126,958
0.02% of portfolio
|
Q1 2024
Reduced 65.12%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
180
shares
|
$121,555
0.06% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
177
shares
|
$119,529
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
177
shares
|
$119,529
0.09% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
174
shares
|
$117,503
0.04% of portfolio
|
Q3 2025
Reduced 20.18%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
174
shares
|
$117,503
0.02% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
173
shares
|
$116,828
0.01% of portfolio
|
Q3 2025
Added 41.8%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
171
shares
|
$115,478
0.08% of portfolio
|
Q3 2025
Reduced 42.62%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
169
shares
|
$114,127
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
166
shares
|
$112,101
0.05% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
166
shares
|
$112,101
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Oct 16, 2025 Q3 2025 |
159
shares
|
$107,374
0.07% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
159
shares
|
$107,374
0.06% of portfolio
|
Q2 2024
Added 183.93%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
157
shares
|
$106,023
0.45% of portfolio
|
Q3 2025
Reduced 18.23%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
154
shares
|
$103,997
0.03% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
146
shares
|
$98,595
0.01% of portfolio
|
Q3 2025
Added 30.36%
|
|