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 4,160 institutions that hold shares in the stock, with a total of 795 Million shares, which have been reported (via 13F filing form) to have a value of $537 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
4,628
shares
|
$3.13 Million
0.63% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
4,624
shares
|
$3.12 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Meyer Handelman CO
|
Jan 15, 2026 Q4 2025 |
4,606
shares
|
$3.11 Million
0.1% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
4,584
shares
|
$3.1 Million
0.8% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
4,583
shares
|
$3.09 Million
0.5% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,581
shares
|
$3.09 Million
0.14% of portfolio
|
Q3 2022
Added 17.92%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,580
shares
|
$3.09 Million
2.03% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
Jan 20, 2026 Q4 2025 |
4,576
shares
|
$3.09 Million
2.65% of portfolio
|
Q4 2025
New holding
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
4,559
shares
|
$3.08 Million
0.17% of portfolio
|
Q4 2025
Added 5.68%
|
|
|
Nyl Investors LLC
New York, NY |
Nov 04, 2025 Q3 2025 |
4,554
shares
|
$3.08 Million
1.05% of portfolio
|
Q2 2025
Reduced 20.4%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
4,554
shares
|
$3.08 Million
1.8% of portfolio
|
Q4 2025
Added 6.53%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
4,553
shares
|
$3.07 Million
0.18% of portfolio
|
Q3 2025
Added 102.9%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,551
shares
|
$3.07 Million
0.21% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
4,541
shares
|
$3.07 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
4,538
shares
|
$3.06 Million
1.04% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,527
shares
|
$3.06 Million
1.34% of portfolio
|
Q3 2025
Reduced 31.42%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,524
shares
|
$3.06 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
4,520
shares
|
$3.05 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
4,518
shares
|
$3.05 Million
1.87% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
4,517
shares
|
$3.05 Million
0.43% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
4,517
shares
|
$3.05 Million
0.99% of portfolio
|
Q3 2025
Added 22.58%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
4,513
shares
|
$3.05 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
4,512
shares
|
$3.05 Million
3.1% of portfolio
|
Q4 2025
Added 17.75%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,493
shares
|
$3.03 Million
0.85% of portfolio
|
Q2 2022
Added 10.07%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
4,486
shares
|
$3.03 Million
0.13% of portfolio
|
Q3 2025
Added 0.07%
|
|