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 |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
122,913
shares
|
$83 Million
25.21% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
122,758
shares
|
$82.9 Million
0.37% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
122,609
shares
|
$82.8 Million
10.25% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
122,518
shares
|
$82.7 Million
3.75% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
122,084
shares
|
$82.4 Million
2.12% of portfolio
|
Q3 2025
Added 76.36%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
120,761
shares
|
$81.6 Million
4.7% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
120,112
shares
|
$81.1 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
120,080
shares
|
$81.1 Million
1.92% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
119,888
shares
|
$81 Million
7.39% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
119,794
shares
|
$80.9 Million
20.81% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
119,775
shares
|
$80.9 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
118,892
shares
|
$80.3 Million
5.45% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
118,781
shares
|
$80.2 Million
10.36% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
118,728
shares
|
$80.2 Million
14.35% of portfolio
|
Q3 2025
Added 284.41%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
118,547
shares
|
$80.1 Million
2.26% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
117,610
shares
|
$79.4 Million
8.17% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
117,478
shares
|
$79.3 Million
13.67% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
117,191
shares
|
$79.1 Million
15.5% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
116,962
shares
|
$79 Million
1.55% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
116,751
shares
|
$78.8 Million
13.46% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
116,116
shares
|
$78.4 Million
14.2% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
115,237
shares
|
$77.8 Million
17.66% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
114,699
shares
|
$77.5 Million
6.56% of portfolio
|
Q3 2022
Reduced 20.67%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
114,691
shares
|
$77.5 Million
4.73% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
114,465
shares
|
$77.3 Million
0.03% of portfolio
|
Q3 2025
Added 0.36%
|
|