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 |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
269
shares
|
$178,610
0.04% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
268
shares
|
$177,946
0.04% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
267
shares
|
$177,282
0.04% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
257
shares
|
$170,642
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
254
shares
|
$168,650
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
253
shares
|
$167,986
0.09% of portfolio
|
Q3 2025
Added 16.59%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
251
shares
|
$166,658
0.1% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
250
shares
|
$165,995
0.01% of portfolio
|
Q1 2023
Reduced 35.9%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
243
shares
|
$161,347
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
238
shares
|
$158,027
0.09% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
237
shares
|
$157,363
0.0% of portfolio
|
Q3 2025
Reduced 30.7%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
234
shares
|
$155,371
0.05% of portfolio
|
Q1 2025
Added 84.25%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
227
shares
|
$150,723
0.05% of portfolio
|
Q2 2025
Added 28.98%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
226
shares
|
$150,059
0.02% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
222
shares
|
$147,403
0.03% of portfolio
|
Q1 2025
Reduced 36.57%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
217
shares
|
$144,083
2.77% of portfolio
|
Q2 2025
Reduced 60.9%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
216
shares
|
$143,419
0.07% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
210
shares
|
$139,435
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
209
shares
|
$138,771
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
199
shares
|
$132,132
0.05% of portfolio
|
Q3 2022
Reduced 20.4%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
197
shares
|
$130,804
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
196
shares
|
$130,140
0.08% of portfolio
|
Q1 2025
Added 59.35%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
195
shares
|
$129,476
0.03% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
192
shares
|
$127,484
0.09% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
191
shares
|
$126,820
0.06% of portfolio
|
Q4 2024
New holding
|