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 |
|---|---|---|---|---|---|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
4,483
shares
|
$3.03 Million
2.13% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
4,481
shares
|
$3.03 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
4,462
shares
|
$3.01 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,458
shares
|
$3.01 Million
0.9% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
4,457
shares
|
$3.01 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,446
shares
|
$3 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
4,442
shares
|
$3 Million
1.11% of portfolio
|
Q3 2025
Reduced 14.41%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
4,441
shares
|
$3 Million
0.48% of portfolio
|
Q4 2025
Added 90.76%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
4,439
shares
|
$3 Million
1.19% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
4,438
shares
|
$3 Million
0.28% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jan 21, 2026 Q4 2025 |
4,437
shares
|
$3 Million
1.99% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,419
shares
|
$2.98 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
4,413
shares
|
$2.98 Million
1.39% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
4,409
shares
|
$2.98 Million
0.82% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,407
shares
|
$2.98 Million
0.06% of portfolio
|
Q2 2024
Added 4.51%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
4,401
shares
|
$2.97 Million
1.35% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
4,400
shares
|
$2.97 Million
0.41% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Jan 21, 2026 Q4 2025 |
4,395
shares
|
$2.97 Million
0.24% of portfolio
|
Q4 2025
Added 1.08%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
4,384
shares
|
$2.96 Million
1.65% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
4,367
shares
|
$2.95 Million
0.05% of portfolio
|
Q4 2025
Added 32.53%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,366
shares
|
$2.95 Million
0.17% of portfolio
|
Q4 2022
Reduced 44.05%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,355
shares
|
$2.94 Million
0.18% of portfolio
|
Q3 2025
Added 28.13%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
4,354
shares
|
$2.94 Million
1.15% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 20, 2026 Q4 2025 |
4,344
shares
|
$2.93 Million
0.66% of portfolio
|
Q4 2025
Added 162.79%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,331
shares
|
$2.92 Million
0.42% of portfolio
|
Q2 2025
Added 2.22%
|
|