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 4,078 institutions that hold shares in the stock, with a total of 745 Million shares, which have been reported (via 13F filing form) to have a value of $495 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
177,199
shares
|
$118 Million
0.64% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
177,090
shares
|
$118 Million
12.0% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
175,538
shares
|
$117 Million
0.48% of portfolio
|
Q2 2025
Added 33.06%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
172,387
shares
|
$114 Million
1.85% of portfolio
|
Q2 2025
Reduced 19.61%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
171,964
shares
|
$114 Million
26.63% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
171,543
shares
|
$114 Million
6.2% of portfolio
|
Q2 2024
Added 10.68%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
170,359
shares
|
$113 Million
3.68% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
169,462
shares
|
$113 Million
1.58% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
169,174
shares
|
$112 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
168,405
shares
|
$112 Million
2.37% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
167,934
shares
|
$112 Million
24.11% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
167,542
shares
|
$111 Million
2.37% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Chandler Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
167,501
shares
|
$111 Million
18.4% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
166,332
shares
|
$110 Million
6.0% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
165,607
shares
|
$110 Million
4.29% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
164,595
shares
|
$109 Million
5.7% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
164,373
shares
|
$109 Million
2.91% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
164,213
shares
|
$109 Million
8.8% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
163,446
shares
|
$109 Million
13.77% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
163,252
shares
|
$108 Million
4.74% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Century Link Investment Management CO
|
Oct 15, 2025 Q3 2025 |
163,204
shares
|
$108 Million
100.0% of portfolio
|
Q2 2025
Added 41.55%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
163,014
shares
|
$108 Million
5.53% of portfolio
|
Q2 2025
Reduced 38.75%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
162,717
shares
|
$108 Million
1.95% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
160,956
shares
|
$107 Million
21.31% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
160,788
shares
|
$107 Million
5.82% of portfolio
|
Q2 2025
Reduced 1.37%
|