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 |
|---|---|---|---|---|---|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
99
shares
|
$66,855
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
97
shares
|
$65,505
0.03% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
96
shares
|
$64,829
0.0% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
96
shares
|
$64,829
0.01% of portfolio
|
Q3 2024
Added 35.21%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
95
shares
|
$64,154
0.04% of portfolio
|
Q4 2022
Reduced 88.82%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
95
shares
|
$64,154
0.02% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
94
shares
|
$63,479
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
94
shares
|
$63,479
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
91
shares
|
$61,453
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
91
shares
|
$61,453
0.06% of portfolio
|
Q1 2024
Closed
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
86
shares
|
$58,076
0.01% of portfolio
|
Q3 2022
Reduced 11.34%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$54,024
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
69
shares
|
$46,596
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
67
shares
|
$45,245
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
65
shares
|
$43,895
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
65
shares
|
$43,895
0.0% of portfolio
|
Q3 2025
Reduced 94.27%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
62
shares
|
$41,869
0.02% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
62
shares
|
$41,869
0.01% of portfolio
|
Q3 2025
Reduced 16.22%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
59
shares
|
$39,843
0.02% of portfolio
|
Q4 2023
Added 126.92%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
58
shares
|
$39,167
0.12% of portfolio
|
Q3 2025
Reduced 99.53%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
57
shares
|
$38,492
0.01% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
52
shares
|
$35,116
0.01% of portfolio
|
Q2 2025
Reduced 34.18%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
48
shares
|
$32,414
0.02% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$31,739
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
46
shares
|
$31,064
0.0% of portfolio
|
Q2 2025
Reduced 49.45%
|
|