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 |
|---|---|---|---|---|---|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
85,771
shares
|
$57 Million
27.53% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
85,699
shares
|
$56.9 Million
16.6% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
85,541
shares
|
$56.8 Million
8.29% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
85,408
shares
|
$56.7 Million
4.03% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
85,298
shares
|
$56.6 Million
11.27% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
85,129
shares
|
$56.5 Million
8.7% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
85,000
shares
|
$56.4 Million
0.12% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
84,914
shares
|
$56.4 Million
27.16% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
84,800
shares
|
$56.3 Million
6.87% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Aaf Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
84,766
shares
|
$56.3 Million
24.27% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Oct 07, 2025 Q3 2025 |
84,758
shares
|
$56.3 Million
56.52% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
84,694
shares
|
$56.2 Million
11.55% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
84,658
shares
|
$56.2 Million
1.46% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
84,567
shares
|
$56.2 Million
0.08% of portfolio
|
Q2 2025
Added 29.63%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
84,341
shares
|
$56 Million
4.89% of portfolio
|
Q2 2025
Reduced 40.54%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
84,164
shares
|
$55.9 Million
2.29% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Riverstone Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
83,985
shares
|
$55.8 Million
28.24% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
83,981
shares
|
$55.8 Million
2.25% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
83,437
shares
|
$55.4 Million
11.02% of portfolio
|
Q2 2025
Added 26.88%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
83,408
shares
|
$55.4 Million
1.93% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
82,975
shares
|
$55.1 Million
9.37% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Aug 13, 2025 Q2 2025 |
82,937
shares
|
$55.1 Million
41.25% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
82,899
shares
|
$55 Million
17.09% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
82,796
shares
|
$55 Million
7.09% of portfolio
|
Q2 2025
Reduced 21.26%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
82,522
shares
|
$54.8 Million
18.18% of portfolio
|
Q3 2025
Added 4.92%
|