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 |
|---|---|---|---|---|---|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
440
shares
|
$292,151
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
438
shares
|
$290,823
0.19% of portfolio
|
Q4 2024
Reduced 80.79%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
438
shares
|
$290,823
0.07% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
438
shares
|
$290,823
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sicart Associates LLC
|
Oct 07, 2025 Q3 2025 |
436
shares
|
$289,495
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
436
shares
|
$289,495
0.08% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
436
shares
|
$289,495
0.18% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
435
shares
|
$288,831
0.07% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
435
shares
|
$288,831
0.28% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
433
shares
|
$287,503
0.03% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
433
shares
|
$287,503
0.05% of portfolio
|
Q4 2023
Reduced 17.99%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
431
shares
|
$286,175
0.12% of portfolio
|
Q3 2025
Added 20.06%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
430
shares
|
$285,511
0.14% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
428
shares
|
$284,183
0.11% of portfolio
|
Q3 2025
Added 38.51%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Aug 12, 2025 Q2 2025 |
428
shares
|
$284,183
0.42% of portfolio
|
Q2 2025
Reduced 35.15%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
428
shares
|
$284,183
0.01% of portfolio
|
Q2 2024
Reduced 58.0%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
428
shares
|
$284,183
0.13% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
426
shares
|
$282,855
0.2% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
424
shares
|
$281,527
0.13% of portfolio
|
Q4 2023
Reduced 31.39%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
424
shares
|
$281,527
0.21% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
423
shares
|
$280,863
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
422
shares
|
$280,199
0.15% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
421
shares
|
$279,535
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
421
shares
|
$279,535
0.03% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
421
shares
|
$279,535
0.21% of portfolio
|
Q4 2023
New holding
|