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 |
|---|---|---|---|---|---|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
3,279
shares
|
$2.21 Million
0.39% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 16, 2026 Q4 2025 |
3,278
shares
|
$2.21 Million
0.22% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
3,277
shares
|
$2.21 Million
1.77% of portfolio
|
Q3 2025
Added 50.46%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
3,274
shares
|
$2.21 Million
0.59% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
3,272
shares
|
$2.21 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
3,265
shares
|
$2.2 Million
2.04% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Nov 13, 2025 Q3 2025 |
3,255
shares
|
$2.2 Million
0.33% of portfolio
|
Q2 2025
Added 66.24%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,245
shares
|
$2.19 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
3,243
shares
|
$2.19 Million
1.01% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
3,241
shares
|
$2.19 Million
0.23% of portfolio
|
Q4 2025
Added 2.5%
|
|
|
Scott Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
3,239
shares
|
$2.19 Million
0.49% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
3,239
shares
|
$2.19 Million
0.05% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
3,236
shares
|
$2.19 Million
0.6% of portfolio
|
Q3 2025
Reduced 17.85%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
3,227
shares
|
$2.18 Million
0.33% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
3,218
shares
|
$2.17 Million
0.18% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
3,218
shares
|
$2.17 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
3,211
shares
|
$2.17 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
3,208
shares
|
$2.17 Million
0.19% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
3,207
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2025
Added 29.26%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,206
shares
|
$2.17 Million
1.11% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
3,201
shares
|
$2.16 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Forbes J M & CO LLP
|
Jan 21, 2026 Q4 2025 |
3,197
shares
|
$2.16 Million
0.17% of portfolio
|
Q4 2025
Added 2.3%
|
|
|
F&V Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
3,194
shares
|
$2.16 Million
0.32% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
3,192
shares
|
$2.16 Million
0.17% of portfolio
|
Q2 2022
Added 0.54%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
3,183
shares
|
$2.15 Million
1.29% of portfolio
|
Q3 2025
Reduced 9.32%
|
|