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 |
|---|---|---|---|---|---|
|
Wynn Capital, LLC
Augusta, GA |
Oct 07, 2025 Q3 2025 |
331
shares
|
$219,777
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
330
shares
|
$219,113
0.16% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
330
shares
|
$219,113
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobs & CO
|
Oct 01, 2025 Q3 2025 |
329
shares
|
$218,449
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
329
shares
|
$218,449
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Oct 27, 2025 Q3 2025 |
329
shares
|
$218,449
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Gunderson Capital Management Inc.
|
Oct 22, 2025 Q3 2025 |
328
shares
|
$217,785
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
328
shares
|
$217,785
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
327
shares
|
$217,121
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
327
shares
|
$217,121
0.09% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
326
shares
|
$216,457
0.15% of portfolio
|
Q3 2025
Reduced 22.75%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
325
shares
|
$215,793
0.01% of portfolio
|
Q2 2023
Reduced 66.77%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
325
shares
|
$215,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
324
shares
|
$215,129
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
324
shares
|
$215,129
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
323
shares
|
$214,465
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
323
shares
|
$214,465
0.1% of portfolio
|
Q2 2025
Reduced 19.65%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
323
shares
|
$214,465
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
322
shares
|
$213,801
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
321
shares
|
$213,137
0.17% of portfolio
|
Q2 2025
Added 53.59%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
318
shares
|
$211,145
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
318
shares
|
$211,145
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
314
shares
|
$208,489
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
313
shares
|
$207,825
0.0% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
313
shares
|
$207,825
0.06% of portfolio
|
Q3 2025
New holding
|