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 |
|---|---|---|---|---|---|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 14, 2025 Q3 2025 |
721,865
shares
|
$487 Million
33.36% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
719,462
shares
|
$486 Million
3.23% of portfolio
|
Q3 2025
Added 20.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
704,663
shares
|
$476 Million
2.3% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
664,364
shares
|
$449 Million
10.64% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
661,365
shares
|
$447 Million
0.75% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
661,308
shares
|
$447 Million
13.75% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
660,367
shares
|
$446 Million
2.19% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
655,738
shares
|
$443 Million
23.3% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
655,545
shares
|
$443 Million
20.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
655,390
shares
|
$443 Million
6.63% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
653,313
shares
|
$441 Million
0.38% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
651,144
shares
|
$440 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
650,447
shares
|
$439 Million
2.44% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
645,448
shares
|
$436 Million
3.37% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
638,360
shares
|
$431 Million
8.65% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
635,696
shares
|
$429 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
635,609
shares
|
$429 Million
0.96% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
629,717
shares
|
$425 Million
46.12% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Matson Money. Inc.
|
Nov 03, 2025 Q3 2025 |
626,530
shares
|
$423 Million
13.99% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
619,601
shares
|
$418 Million
2.49% of portfolio
|
Q3 2025
Added 45.44%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
618,683
shares
|
$418 Million
16.5% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
612,156
shares
|
$413 Million
33.92% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Genworth Financial Inc
|
Oct 27, 2025 Q3 2025 |
601,470
shares
|
$406 Million
92.08% of portfolio
|
Q1 2023
Added 17.17%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
598,429
shares
|
$404 Million
12.47% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
595,807
shares
|
$402 Million
6.02% of portfolio
|
Q3 2025
Added 7.57%
|
|