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 |
|---|---|---|---|---|---|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
123,864
shares
|
$82.2 Million
15.56% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
123,825
shares
|
$82.2 Million
12.85% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
123,035
shares
|
$81.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
122,913
shares
|
$81.6 Million
25.21% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
122,829
shares
|
$81.6 Million
26.94% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
122,609
shares
|
$81.4 Million
10.25% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
122,518
shares
|
$81.3 Million
3.75% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
122,339
shares
|
$81.2 Million
3.17% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
121,539
shares
|
$80.7 Million
7.3% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
121,194
shares
|
$80.5 Million
0.69% of portfolio
|
Q2 2025
Reduced 46.29%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
120,944
shares
|
$80.3 Million
1.04% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
120,761
shares
|
$80.2 Million
4.7% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
120,345
shares
|
$79.9 Million
0.37% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
120,080
shares
|
$79.7 Million
1.92% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
119,894
shares
|
$79.6 Million
1.13% of portfolio
|
Q2 2025
Added 29.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
119,522
shares
|
$79.4 Million
2.7% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
119,074
shares
|
$79.1 Million
20.44% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
119,012
shares
|
$79 Million
8.15% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
118,781
shares
|
$78.9 Million
10.36% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
118,734
shares
|
$78.8 Million
15.16% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
118,728
shares
|
$78.8 Million
14.35% of portfolio
|
Q3 2025
Added 284.41%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
118,041
shares
|
$78.4 Million
2.22% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
117,478
shares
|
$78 Million
13.67% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
116,751
shares
|
$77.5 Million
13.46% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
116,139
shares
|
$77.1 Million
2.73% of portfolio
|
Q2 2025
Added 3.89%
|