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 |
|---|---|---|---|---|---|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
3,625
shares
|
$2.45 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
3,623
shares
|
$2.45 Million
1.01% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
3,614
shares
|
$2.44 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 20, 2026 Q4 2025 |
3,612
shares
|
$2.44 Million
0.26% of portfolio
|
Q4 2025
Added 8.63%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
3,611
shares
|
$2.44 Million
1.39% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
3,611
shares
|
$2.44 Million
0.33% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
3,606
shares
|
$2.44 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
3,603
shares
|
$2.43 Million
2.71% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
3,601
shares
|
$2.43 Million
0.29% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
3,600
shares
|
$2.43 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
3,599
shares
|
$2.43 Million
1.18% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Trinity Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
3,589
shares
|
$2.42 Million
0.89% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,579
shares
|
$2.42 Million
1.18% of portfolio
|
Q3 2025
Reduced 26.82%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
3,565
shares
|
$2.41 Million
0.47% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
3,563
shares
|
$2.41 Million
0.22% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
3,563
shares
|
$2.41 Million
0.38% of portfolio
|
Q3 2025
Reduced 20.09%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 16, 2026 Q4 2025 |
3,551
shares
|
$2.4 Million
0.98% of portfolio
|
Q4 2025
Reduced 2.34%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
3,545
shares
|
$2.39 Million
0.89% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
3,537
shares
|
$2.39 Million
0.34% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
3,535
shares
|
$2.39 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
3,535
shares
|
$2.39 Million
0.37% of portfolio
|
Q4 2025
Added 5.27%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
3,533
shares
|
$2.39 Million
0.41% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
3,533
shares
|
$2.39 Million
0.89% of portfolio
|
Q3 2025
Reduced 38.7%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
3,532
shares
|
$2.39 Million
0.87% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 21, 2026 Q4 2025 |
3,524
shares
|
$2.38 Million
0.72% of portfolio
|
Q2 2025
Added 1.85%
|
|