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 |
|---|---|---|---|---|---|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
388
shares
|
$257,624
0.13% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
387
shares
|
$256,960
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
387
shares
|
$256,960
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
386
shares
|
$256,296
0.07% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Tevis Investment Management
|
Aug 01, 2025 Q2 2025 |
385
shares
|
$255,632
0.16% of portfolio
|
Q2 2025
Reduced 37.8%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
382
shares
|
$253,640
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
382
shares
|
$253,640
0.15% of portfolio
|
Q1 2024
Reduced 9.48%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
380
shares
|
$252,312
0.05% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
380
shares
|
$252,312
0.18% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
379
shares
|
$251,648
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
378
shares
|
$250,984
0.17% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
377
shares
|
$250,320
0.02% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
377
shares
|
$250,320
0.18% of portfolio
|
Q2 2025
Added 171.22%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
377
shares
|
$250,320
0.23% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Oct 22, 2025 Q3 2025 |
375
shares
|
$248,992
0.0% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
375
shares
|
$248,992
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
375
shares
|
$248,992
0.1% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2025 Q3 2025 |
369
shares
|
$245,008
0.1% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
369
shares
|
$245,008
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
368
shares
|
$244,344
0.1% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
368
shares
|
$244,344
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
368
shares
|
$244,344
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
368
shares
|
$244,344
0.09% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
368
shares
|
$244,344
0.29% of portfolio
|
Q4 2024
Reduced 29.5%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
368
shares
|
$244,344
0.19% of portfolio
|
Q3 2025
Added 0.27%
|