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 |
|---|---|---|---|---|---|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
3,750
shares
|
$2.53 Million
0.69% of portfolio
|
Q2 2022
Reduced 92.18%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,746
shares
|
$2.53 Million
0.19% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
3,743
shares
|
$2.53 Million
0.72% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
3,740
shares
|
$2.53 Million
0.47% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Weatherly Asset Management L. P.
|
Jan 15, 2026 Q4 2025 |
3,732
shares
|
$2.52 Million
0.2% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
3,732
shares
|
$2.52 Million
0.29% of portfolio
|
Q2 2022
Added 0.32%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
3,732
shares
|
$2.52 Million
1.32% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
3,730
shares
|
$2.52 Million
2.02% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
3,727
shares
|
$2.52 Million
0.21% of portfolio
|
Q3 2025
Added 33.68%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
3,719
shares
|
$2.51 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 25, 2025 Q3 2025 |
3,719
shares
|
$2.51 Million
0.81% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
3,715
shares
|
$2.51 Million
0.22% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
3,715
shares
|
$2.51 Million
0.32% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
3,712
shares
|
$2.51 Million
0.78% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
3,706
shares
|
$2.5 Million
1.46% of portfolio
|
Q3 2025
Reduced 18.05%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
3,697
shares
|
$2.5 Million
0.04% of portfolio
|
Q4 2025
Added 249.76%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
3,686
shares
|
$2.49 Million
0.34% of portfolio
|
Q4 2025
Added 5.37%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
3,683
shares
|
$2.49 Million
0.74% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
3,667
shares
|
$2.48 Million
0.27% of portfolio
|
Q4 2025
Reduced 9.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
3,666
shares
|
$2.48 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
3,648
shares
|
$2.46 Million
1.8% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3,647
shares
|
$2.46 Million
0.18% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
3,635
shares
|
$2.45 Million
0.26% of portfolio
|
Q4 2025
Reduced 7.46%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
3,630
shares
|
$2.45 Million
0.09% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
3,630
shares
|
$2.45 Million
0.25% of portfolio
|
Q4 2025
Added 1.82%
|
|