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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
188
shares
|
$124,828
0.02% of portfolio
|
Q1 2024
Reduced 65.12%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
180
shares
|
$119,516
0.06% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
180
shares
|
$119,516
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
177
shares
|
$117,524
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
177
shares
|
$117,524
0.09% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
175
shares
|
$116,196
0.07% of portfolio
|
Q2 2025
Reduced 27.39%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
174
shares
|
$115,532
0.04% of portfolio
|
Q3 2025
Reduced 20.18%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
174
shares
|
$115,532
0.02% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
173
shares
|
$114,868
0.01% of portfolio
|
Q3 2025
Added 41.8%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
171
shares
|
$113,540
0.08% of portfolio
|
Q3 2025
Reduced 42.62%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
166
shares
|
$110,220
0.05% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
165
shares
|
$109,556
0.05% of portfolio
|
Q2 2025
Added 101.22%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Oct 16, 2025 Q3 2025 |
159
shares
|
$105,572
0.07% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
159
shares
|
$105,572
0.06% of portfolio
|
Q2 2024
Added 183.93%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
154
shares
|
$102,252
0.03% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
148
shares
|
$98,269
0.05% of portfolio
|
Q2 2025
Reduced 99.84%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
140
shares
|
$92,957
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
138
shares
|
$91,629
0.04% of portfolio
|
Q2 2025
Added 51.65%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
138
shares
|
$91,629
0.07% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
135
shares
|
$89,637
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
133
shares
|
$88,309
0.03% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Strategic Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
132
shares
|
$87,645
0.05% of portfolio
|
Q2 2025
Reduced 67.96%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
131
shares
|
$86,981
0.03% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
129
shares
|
$85,653
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
129
shares
|
$85,653
0.04% of portfolio
|
Q3 2025
Reduced 31.75%
|