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 |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
4,298
shares
|
$2.9 Million
0.31% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
4,293
shares
|
$2.9 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
4,283
shares
|
$2.89 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Efficient Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
4,281
shares
|
$2.89 Million
0.17% of portfolio
|
Q4 2025
Added 2.22%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
4,275
shares
|
$2.89 Million
1.95% of portfolio
|
Q4 2022
New holding
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
4,264
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
4,261
shares
|
$2.88 Million
1.06% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
4,254
shares
|
$2.87 Million
0.38% of portfolio
|
Q4 2025
Reduced 0.51%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
4,251
shares
|
$2.87 Million
1.13% of portfolio
|
Q3 2025
Added 74.79%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,244
shares
|
$2.87 Million
0.54% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
4,222
shares
|
$2.85 Million
1.17% of portfolio
|
Q4 2025
Added 16.5%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
4,211
shares
|
$2.84 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jan 21, 2026 Q4 2025 |
4,208
shares
|
$2.84 Million
1.07% of portfolio
|
Q4 2025
Added 570.06%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,179
shares
|
$2.82 Million
0.9% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
4,174
shares
|
$2.82 Million
1.64% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,169
shares
|
$2.82 Million
0.86% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
4,153
shares
|
$2.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 22.4%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
4,145
shares
|
$2.8 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
4,141
shares
|
$2.8 Million
0.28% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 14, 2026 Q4 2025 |
4,132
shares
|
$2.79 Million
3.09% of portfolio
|
Q4 2025
Reduced 8.69%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
4,132
shares
|
$2.79 Million
1.31% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
4,128
shares
|
$2.79 Million
0.6% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,111
shares
|
$2.78 Million
0.77% of portfolio
|
Q3 2025
Added 124.15%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
4,107
shares
|
$2.77 Million
0.03% of portfolio
|
Q3 2025
Added 27.35%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
4,104
shares
|
$2.77 Million
1.63% of portfolio
|
Q3 2024
Reduced 95.22%
|
|