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 |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
130,306
shares
|
$88 Million
27.06% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
130,277
shares
|
$88 Million
1.33% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
129,884
shares
|
$87.7 Million
15.3% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
129,176
shares
|
$87.2 Million
4.84% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
128,909
shares
|
$87.1 Million
5.2% of portfolio
|
Q3 2025
Added 16.98%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
128,515
shares
|
$86.8 Million
1.83% of portfolio
|
Q3 2025
Added 430.97%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
128,483
shares
|
$86.8 Million
1.63% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
127,876
shares
|
$86.4 Million
36.7% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
127,650
shares
|
$86.2 Million
0.05% of portfolio
|
Q3 2025
Added 109.59%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
127,629
shares
|
$86.2 Million
0.48% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
127,626
shares
|
$86.2 Million
3.97% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
127,416
shares
|
$86 Million
2.23% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
126,289
shares
|
$85.3 Million
5.15% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
125,919
shares
|
$85 Million
8.89% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
125,533
shares
|
$84.8 Million
18.8% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
125,197
shares
|
$84.5 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
125,192
shares
|
$84.5 Million
35.9% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
New England Professional Planning Group Inc.
|
Oct 14, 2025 Q3 2025 |
125,125
shares
|
$84.5 Million
36.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
124,938
shares
|
$84.4 Million
3.43% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
124,576
shares
|
$84.1 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
124,034
shares
|
$83.8 Million
22.93% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
123,864
shares
|
$83.6 Million
15.56% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
123,825
shares
|
$83.6 Million
12.85% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
123,805
shares
|
$83.6 Million
3.32% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
123,035
shares
|
$83.1 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.77%
|
|