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 |
|---|---|---|---|---|---|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
143
shares
|
$96,569
0.03% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
140
shares
|
$94,543
0.0% of portfolio
|
Q3 2025
Reduced 88.33%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
140
shares
|
$94,543
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
135
shares
|
$91,166
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
133
shares
|
$89,816
0.03% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Strategic Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
132
shares
|
$89,140
0.05% of portfolio
|
Q2 2025
Reduced 67.96%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
131
shares
|
$88,465
0.03% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
129
shares
|
$87,114
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
129
shares
|
$87,114
0.04% of portfolio
|
Q3 2025
Reduced 31.75%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
126
shares
|
$85,089
0.02% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
125
shares
|
$84,413
0.01% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
123
shares
|
$83,063
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
119
shares
|
$80,361
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
118
shares
|
$79,686
0.01% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
113
shares
|
$76,310
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
109
shares
|
$73,608
0.58% of portfolio
|
Q2 2025
Reduced 69.47%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
107
shares
|
$72,258
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
103
shares
|
$69,556
0.05% of portfolio
|
Q3 2025
Added 87.27%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
103
shares
|
$69,556
0.04% of portfolio
|
Q3 2023
Added 1.98%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
102
shares
|
$68,881
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$67,531
0.03% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
100
shares
|
$67,531
0.01% of portfolio
|
Q3 2025
Reduced 48.72%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
100
shares
|
$67,531
0.0% of portfolio
|
Q1 2025
Reduced 34.21%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
100
shares
|
$67,531
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
99
shares
|
$66,855
0.03% of portfolio
|
Q3 2025
Reduced 33.11%
|
|