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 |
|---|---|---|---|---|---|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
413,758
shares
|
$279 Million
9.83% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
404,550
shares
|
$273 Million
2.02% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
403,917
shares
|
$273 Million
14.55% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Australian Super Pty LTD
|
Nov 12, 2025 Q3 2025 |
403,717
shares
|
$273 Million
1.32% of portfolio
|
Q3 2025
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
403,171
shares
|
$272 Million
24.79% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
390,881
shares
|
$264 Million
34.08% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
390,322
shares
|
$264 Million
2.31% of portfolio
|
Q3 2025
Added 36.74%
|
|
|
Taiyo Life Insurance CO
|
Nov 04, 2025 Q3 2025 |
385,475
shares
|
$260 Million
22.61% of portfolio
|
Q2 2023
Reduced 10.87%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
384,700
shares
|
$260 Million
10.63% of portfolio
|
Q3 2025
Reduced 21.65%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
382,840
shares
|
$259 Million
1.17% of portfolio
|
Q3 2025
Added 40.59%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
380,945
shares
|
$257 Million
1.35% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
379,808
shares
|
$256 Million
21.78% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
379,752
shares
|
$256 Million
7.29% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
379,364
shares
|
$256 Million
4.73% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
375,360
shares
|
$253 Million
3.78% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
375,050
shares
|
$253 Million
11.13% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
373,601
shares
|
$252 Million
56.96% of portfolio
|
Q2 2022
Added 92.61%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
372,307
shares
|
$251 Million
3.77% of portfolio
|
Q3 2025
Added 21.48%
|
|
|
Ashford Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
371,344
shares
|
$251 Million
55.0% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
370,961
shares
|
$251 Million
12.43% of portfolio
|
Q3 2025
Added 167.85%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
370,896
shares
|
$250 Million
39.18% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Nov 05, 2025 Q3 2025 |
369,902
shares
|
$250 Million
35.62% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
365,266
shares
|
$247 Million
3.44% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
361,284
shares
|
$244 Million
7.52% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
355,853
shares
|
$240 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.08%
|
|