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 4,075 institutions that hold shares in the stock, with a total of 746 Million shares, which have been reported (via 13F filing form) to have a value of $496 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
69
shares
|
$45,814
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
67
shares
|
$44,486
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
65
shares
|
$43,158
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
62
shares
|
$41,166
0.02% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
62
shares
|
$41,166
0.01% of portfolio
|
Q3 2025
Reduced 16.22%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
59
shares
|
$39,174
0.02% of portfolio
|
Q4 2023
Added 126.92%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
57
shares
|
$37,846
0.01% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
55
shares
|
$36,518
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
52
shares
|
$34,526
0.01% of portfolio
|
Q2 2025
Reduced 34.18%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
50
shares
|
$33,199
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
48
shares
|
$31,871
0.02% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$31,207
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
46
shares
|
$30,543
0.0% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
41
shares
|
$27,223
0.01% of portfolio
|
Q3 2025
Reduced 30.51%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
40
shares
|
$26,559
0.0% of portfolio
|
Q4 2022
Reduced 63.64%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
40
shares
|
$26,559
0.01% of portfolio
|
Q2 2025
Reduced 51.22%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
37
shares
|
$24,567
0.01% of portfolio
|
Q1 2025
Reduced 41.27%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
37
shares
|
$24,567
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
32
shares
|
$21,247
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
28
shares
|
$18,591
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
28
shares
|
$18,591
0.01% of portfolio
|
Q2 2025
Added 2700.0%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
26
shares
|
$17,263
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
24
shares
|
$15,935
0.01% of portfolio
|
Q4 2024
Reduced 35.14%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
24
shares
|
$15,935
0.01% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
24
shares
|
$15,935
0.01% of portfolio
|
Q4 2023
New holding
|