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 |
|---|---|---|---|---|---|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
3,899
shares
|
$2.63 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
3,896
shares
|
$2.63 Million
1.66% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
3,880
shares
|
$2.62 Million
0.13% of portfolio
|
Q3 2025
Reduced 10.72%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
3,873
shares
|
$2.62 Million
0.69% of portfolio
|
Q4 2025
Added 0.89%
|
|
|
Mayport, LLC
|
Jan 21, 2026 Q4 2025 |
3,872
shares
|
$2.61 Million
0.54% of portfolio
|
Q4 2025
Added 53.9%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,870
shares
|
$2.61 Million
2.51% of portfolio
|
Q2 2022
Reduced 22.74%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
3,861
shares
|
$2.61 Million
5.57% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
3,860
shares
|
$2.61 Million
0.93% of portfolio
|
Q2 2023
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,860
shares
|
$2.61 Million
0.18% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
3,849
shares
|
$2.6 Million
0.15% of portfolio
|
Q3 2025
Reduced 37.79%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
3,839
shares
|
$2.59 Million
1.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
3,837
shares
|
$2.59 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
3,834
shares
|
$2.59 Million
0.28% of portfolio
|
Q4 2025
Added 8.31%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
3,834
shares
|
$2.59 Million
0.87% of portfolio
|
Q3 2025
Added 208.2%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
3,833
shares
|
$2.59 Million
0.33% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
3,832
shares
|
$2.59 Million
0.21% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
3,832
shares
|
$2.59 Million
0.5% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
3,830
shares
|
$2.59 Million
1.88% of portfolio
|
Q3 2025
Reduced 16.01%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
3,815
shares
|
$2.58 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
3,813
shares
|
$2.57 Million
0.13% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,796
shares
|
$2.56 Million
0.31% of portfolio
|
Q4 2022
Reduced 10.89%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,796
shares
|
$2.56 Million
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
3,788
shares
|
$2.56 Million
1.73% of portfolio
|
Q4 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,782
shares
|
$2.55 Million
0.1% of portfolio
|
Q2 2022
Added 11.43%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
3,753
shares
|
$2.53 Million
1.0% of portfolio
|
Q3 2025
Added 10.41%
|
|