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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
141,858
shares
|
$95.8 Million
6.92% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
141,479
shares
|
$95.5 Million
11.38% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
140,586
shares
|
$94.9 Million
0.87% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
140,372
shares
|
$94.8 Million
10.6% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
139,479
shares
|
$94.2 Million
1.31% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
139,179
shares
|
$94 Million
27.38% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
139,148
shares
|
$94 Million
0.18% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
Progeny 3, Inc.
Seattle, WA |
Nov 14, 2025 Q3 2025 |
139,069
shares
|
$93.9 Million
5.51% of portfolio
|
Q2 2025
Added 76.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
138,598
shares
|
$93.6 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
138,131
shares
|
$93.3 Million
2.26% of portfolio
|
Q3 2025
Reduced 11.28%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
137,328
shares
|
$92.7 Million
2.04% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
137,186
shares
|
$92.6 Million
11.47% of portfolio
|
Q3 2025
Added 103.84%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
137,130
shares
|
$92.6 Million
25.14% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
136,471
shares
|
$92.2 Million
0.68% of portfolio
|
Q3 2025
Added 65.48%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
135,468
shares
|
$91.5 Million
13.99% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
135,233
shares
|
$91.3 Million
1.8% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
135,009
shares
|
$91.2 Million
7.57% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
135,005
shares
|
$91.2 Million
2.92% of portfolio
|
Q3 2025
Added 16.24%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
134,478
shares
|
$90.8 Million
9.49% of portfolio
|
Q3 2022
Reduced 0.46%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
134,350
shares
|
$90.7 Million
2.09% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
134,278
shares
|
$90.7 Million
45.33% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
133,856
shares
|
$90.4 Million
0.25% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
133,540
shares
|
$90.2 Million
14.21% of portfolio
|
Q2 2022
Reduced 0.93%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
133,227
shares
|
$90 Million
23.87% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
131,513
shares
|
$88.8 Million
2.15% of portfolio
|
Q3 2025
Added 0.05%
|
|