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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
104,364
shares
|
$69.3 Million
3.3% of portfolio
|
Q4 2022
Reduced 11.86%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
104,287
shares
|
$69.2 Million
0.23% of portfolio
|
Q3 2025
Reduced 40.26%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
104,257
shares
|
$69.2 Million
23.06% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
103,591
shares
|
$68.8 Million
19.09% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
103,445
shares
|
$68.7 Million
4.77% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
103,334
shares
|
$68.6 Million
4.32% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
103,233
shares
|
$68.5 Million
6.54% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
26 North Partners LP
New York, NY |
Aug 14, 2025 Q2 2025 |
103,090
shares
|
$68.4 Million
100.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
102,601
shares
|
$68.1 Million
37.6% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
100,901
shares
|
$67 Million
1.82% of portfolio
|
Q2 2025
Added 58.93%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
100,546
shares
|
$66.8 Million
2.4% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
100,417
shares
|
$66.7 Million
21.94% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
100,415
shares
|
$66.7 Million
7.97% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
100,153
shares
|
$66.5 Million
5.54% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
100,130
shares
|
$66.5 Million
19.39% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
100,119
shares
|
$66.5 Million
5.74% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
100,041
shares
|
$66.4 Million
17.48% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
99,253
shares
|
$65.9 Million
22.28% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
99,055
shares
|
$65.8 Million
25.62% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
98,488
shares
|
$65.4 Million
7.44% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
98,438
shares
|
$65.4 Million
9.43% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
98,049
shares
|
$65.1 Million
1.13% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,786
shares
|
$64.9 Million
1.51% of portfolio
|
Q3 2022
Added 20.91%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
97,469
shares
|
$64.7 Million
2.98% of portfolio
|
Q2 2025
Added 23.12%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
97,127
shares
|
$64.5 Million
11.08% of portfolio
|
Q3 2025
Added 0.54%
|