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 |
|---|---|---|---|---|---|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
126
shares
|
$83,661
0.02% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
125
shares
|
$82,997
0.01% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
123
shares
|
$81,669
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
119
shares
|
$79,013
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
118
shares
|
$78,349
0.01% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
113
shares
|
$75,029
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
112
shares
|
$74,365
0.01% of portfolio
|
Q2 2025
Added 460.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
109
shares
|
$72,373
0.58% of portfolio
|
Q2 2025
Reduced 69.47%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
107
shares
|
$71,045
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
103
shares
|
$68,389
0.04% of portfolio
|
Q3 2023
Added 1.98%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$66,398
0.03% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
100
shares
|
$66,398
0.02% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
100
shares
|
$66,398
0.0% of portfolio
|
Q1 2025
Reduced 34.21%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
100
shares
|
$66,398
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
99
shares
|
$65,734
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
97
shares
|
$64,406
0.03% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
96
shares
|
$63,742
0.0% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
96
shares
|
$63,742
0.01% of portfolio
|
Q3 2024
Added 35.21%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
95
shares
|
$63,078
0.04% of portfolio
|
Q4 2022
Reduced 88.82%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
94
shares
|
$62,414
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
94
shares
|
$62,414
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
91
shares
|
$60,422
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
90
shares
|
$59,758
0.06% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
86
shares
|
$57,102
0.01% of portfolio
|
Q3 2022
Reduced 11.34%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$53,118
0.18% of portfolio
|
Q3 2024
New holding
|