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 4,208 institutions that hold shares in the stock, with a total of 796 Million shares, which have been reported (via 13F filing form) to have a value of $538 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daytona Street Capital LLC
Saint Louis, MO |
Jan 21, 2026 Q4 2025 |
30
shares
|
$20,259
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
28
shares
|
$18,908
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
28
shares
|
$18,908
0.01% of portfolio
|
Q2 2025
Added 2700.0%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jan 30, 2026 Q4 2025 |
26
shares
|
$17,558
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
26
shares
|
$17,558
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2026 Q4 2025 |
24
shares
|
$16,207
0.01% of portfolio
|
Q4 2024
Reduced 35.14%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
24
shares
|
$16,207
0.01% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Jan 27, 2026 Q4 2025 |
24
shares
|
$16,207
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
23
shares
|
$15,532
0.01% of portfolio
|
Q2 2023
Reduced 17.86%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
22
shares
|
$14,856
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
22
shares
|
$14,856
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
22
shares
|
$14,856
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jan 26, 2026 Q4 2025 |
21
shares
|
$14,181
0.01% of portfolio
|
Q1 2025
Reduced 61.11%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
18
shares
|
$12,155
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
16
shares
|
$10,804
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
15
shares
|
$10,129
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nvest Wealth Strategies, Inc.
Powell, OH |
Jan 28, 2026 Q4 2025 |
14
shares
|
$9,454
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
13
shares
|
$8,779
0.01% of portfolio
|
Q3 2025
Reduced 98.18%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
12
shares
|
$8,103
0.0% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
11
shares
|
$7,428
0.01% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
10
shares
|
$6,753
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Gilfoyle Management LLC
New Fairfield, CT |
Oct 10, 2023 Q3 2023 |
10
shares
|
$6,753
17.95% of portfolio
|
Q2 2023
Added 42.86%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Jan 29, 2026 Q4 2025 |
6
shares
|
$4,051
0.06% of portfolio
|
Q2 2025
Reduced 93.81%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jan 23, 2026 Q4 2025 |
3
shares
|
$2,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
1
shares
|
$675
0.0% of portfolio
|
Q3 2025
New holding
|
|