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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
90,474
shares
|
$60.1 Million
3.34% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
90,236
shares
|
$59.9 Million
14.41% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
90,002
shares
|
$59.8 Million
3.79% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
90,000
shares
|
$59.8 Million
5.49% of portfolio
|
Q2 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
89,875
shares
|
$59.7 Million
4.66% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
89,856
shares
|
$59.7 Million
0.39% of portfolio
|
Q3 2025
Added 26.79%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
89,252
shares
|
$59.3 Million
8.76% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
89,226
shares
|
$59.2 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
88,940
shares
|
$59.1 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
88,839
shares
|
$59 Million
2.46% of portfolio
|
Q2 2025
Added 221.4%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
88,670
shares
|
$58.9 Million
19.87% of portfolio
|
Q1 2023
Reduced 16.57%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
88,303
shares
|
$58.6 Million
20.76% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
88,178
shares
|
$58.5 Million
1.25% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
87,896
shares
|
$58.4 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
87,814
shares
|
$58.3 Million
30.66% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
87,635
shares
|
$58.2 Million
5.87% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
87,516
shares
|
$58.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
87,135
shares
|
$57.9 Million
10.64% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Aug 13, 2025 Q2 2025 |
87,000
shares
|
$57.8 Million
24.5% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
86,582
shares
|
$57.5 Million
16.83% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
86,518
shares
|
$57.4 Million
3.9% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
86,203
shares
|
$57.2 Million
17.67% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
86,145
shares
|
$57.2 Million
8.55% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
86,133
shares
|
$57.2 Million
1.9% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
85,903
shares
|
$57 Million
17.76% of portfolio
|
Q3 2025
Added 5.37%
|