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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
313
shares
|
$207,825
0.05% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
312
shares
|
$207,161
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
310
shares
|
$205,833
0.07% of portfolio
|
Q3 2025
Reduced 80.69%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
309
shares
|
$205,169
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
308
shares
|
$204,505
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
308
shares
|
$204,505
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
308
shares
|
$204,505
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
307
shares
|
$203,841
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
306
shares
|
$203,177
0.14% of portfolio
|
Q3 2025
Reduced 34.05%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
305
shares
|
$202,513
0.01% of portfolio
|
Q3 2025
Added 1933.33%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
304
shares
|
$201,849
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
304
shares
|
$201,849
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
304
shares
|
$201,849
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
302
shares
|
$200,521
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
301
shares
|
$199,857
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
300
shares
|
$199,194
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
300
shares
|
$199,194
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
297
shares
|
$197,202
0.1% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
292
shares
|
$193,882
0.06% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
290
shares
|
$192,554
0.09% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
287
shares
|
$190,562
0.11% of portfolio
|
Q3 2025
Reduced 40.46%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
282
shares
|
$187,242
0.07% of portfolio
|
Q2 2024
Added 475.51%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
274
shares
|
$181,930
0.12% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
273
shares
|
$181,266
0.04% of portfolio
|
Q2 2023
Added 84.46%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
270
shares
|
$179,274
0.1% of portfolio
|
Q2 2025
Added 8.0%
|