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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
3,379
shares
|
$2.28 Million
1.57% of portfolio
|
Q3 2025
Added 16.52%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
3,375
shares
|
$2.28 Million
0.17% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
3,374
shares
|
$2.28 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,367
shares
|
$2.27 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,359
shares
|
$2.27 Million
0.37% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
3,341
shares
|
$2.26 Million
0.6% of portfolio
|
Q4 2025
Reduced 12.1%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
3,339
shares
|
$2.25 Million
0.53% of portfolio
|
Q3 2025
Added 51.36%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
3,338
shares
|
$2.25 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
3,334
shares
|
$2.25 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,334
shares
|
$2.25 Million
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
3,327
shares
|
$2.25 Million
0.15% of portfolio
|
Q4 2025
Added 4.39%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
3,325
shares
|
$2.25 Million
0.02% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
3,325
shares
|
$2.25 Million
2.19% of portfolio
|
Q3 2025
Added 18.45%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
3,325
shares
|
$2.25 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
3,323
shares
|
$2.24 Million
1.19% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
3,322
shares
|
$2.24 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
3,319
shares
|
$2.24 Million
1.93% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
3,316
shares
|
$2.24 Million
0.97% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,313
shares
|
$2.24 Million
0.22% of portfolio
|
Q3 2025
Added 90.73%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
3,313
shares
|
$2.24 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
3,312
shares
|
$2.24 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
3,312
shares
|
$2.24 Million
3.75% of portfolio
|
Q3 2025
Reduced 14.24%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
3,302
shares
|
$2.23 Million
0.16% of portfolio
|
Q3 2025
Added 16.47%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
3,284
shares
|
$2.22 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,280
shares
|
$2.22 Million
1.28% of portfolio
|
Q3 2025
Added 0.37%
|
|