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 |
|---|---|---|---|---|---|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
3,522
shares
|
$2.38 Million
0.66% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,504
shares
|
$2.37 Million
0.37% of portfolio
|
Q2 2023
Reduced 4.91%
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
3,494
shares
|
$2.36 Million
0.15% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
3,494
shares
|
$2.36 Million
0.67% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
3,483
shares
|
$2.35 Million
1.53% of portfolio
|
Q3 2025
Reduced 49.28%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
3,477
shares
|
$2.35 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
3,466
shares
|
$2.34 Million
0.29% of portfolio
|
Q3 2025
Reduced 54.54%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
3,462
shares
|
$2.34 Million
0.29% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
3,462
shares
|
$2.34 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
3,457
shares
|
$2.33 Million
0.66% of portfolio
|
Q3 2025
Reduced 22.66%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,447
shares
|
$2.33 Million
0.39% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
3,447
shares
|
$2.33 Million
0.1% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,433
shares
|
$2.32 Million
0.23% of portfolio
|
Q2 2023
Added 12.15%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
3,432
shares
|
$2.32 Million
1.2% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
3,428
shares
|
$2.31 Million
0.58% of portfolio
|
Q4 2025
Added 33.8%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,421
shares
|
$2.31 Million
0.41% of portfolio
|
Q1 2024
Reduced 26.64%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
3,413
shares
|
$2.3 Million
1.24% of portfolio
|
Q2 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,410
shares
|
$2.3 Million
0.19% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
3,410
shares
|
$2.3 Million
1.23% of portfolio
|
Q4 2025
Reduced 10.97%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
3,401
shares
|
$2.3 Million
1.31% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
3,395
shares
|
$2.29 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
3,395
shares
|
$2.29 Million
0.14% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,386
shares
|
$2.29 Million
0.52% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
3,385
shares
|
$2.29 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
3,380
shares
|
$2.28 Million
0.33% of portfolio
|
Q3 2025
Added 9.74%
|
|