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Who Owns iShares Core S&P 500 ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Core S&P 500 ETF.
Who crossed 5% of IVV →Managers holding
200
as of 2026-09-30
Reported value
$5.8B
summed across filings
Shares held
7.6M
Added vs trimmed
93 / 83
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Farther Finance Advisors, LLCETF947.4K shadded | $725.5M |
| Avidian Wealth Enterprises, LLCCORE S&P500 ETF694.2K shtrimmed | $531.6M |
| Bank of FinlandCORE S&P500 ETF380.5K shtrimmed | $291.4M |
| Legacy Private Trust Co.CORE S&P500 ETF323.7K shtrimmed | $247.9M |
| ARMSTRONG ADVISORY GROUP, INCCORE S&P500 ETF319.3K shadded | $244.6M |
| Valeo Financial Advisors, LLCETF337.8K shadded | $194.2M |
| Leverty Financial Group, LLCCORE S&P500 ETF250.4K shtrimmed | $191.7M |
| EASTERN BANKCORE S&P500 ETF233.2K shadded | $178.6M |
| Bangor Savings BankCORE S&P500 ETF222.9K shtrimmed | $170.7M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF221.7K shadded | $169.8M |
| Wealth Group LtdCORE S&P500 ETF153.6K shtrimmed | $118.7M |
| RTD Financial Advisors, Inc.CORE S&P500 ETF153K shadded | $117.2M |
| HWG Holdings LPCOM127.3K shadded | $97.5M |
| Central Pacific Bank - Trust DivisionCORE S&P500 ETF115.6K shtrimmed | $88.5M |
| WALLER FINANCIAL PLANNING GROUP, INCCORE S&P500 ETF113K shadded | $86.5M |
| Roth Financial Partners LLCCORE S&P500 ETF102.4K shtrimmed | $78.4M |
| COLTON GROOME FINANCIAL ADVISORS, LLCCORE S&P500 ETF101.7K shadded | $77.9M |
| SigFig Wealth Management, LLCCORE S&P500 ETF96K shadded | $73.5M |
| KFA Private Wealth Group, LLCCORE S&P500 ETF92.5K shtrimmed | $70.8M |
| FINANCIAL MANAGEMENT NETWORK INCCORE S&P500 ETF91.1K shtrimmed | $70.4M |
| MKD WEALTH COACHES, LLCCORE S&P500 ETF88.6K shadded | $67.9M |
| GoalFusion Wealth Management, LLCCORE S&P500 ETF83.7K shadded | $64.1M |
| Apeiron RIA LLCCORE S&P500 ETF81.4K shadded | $62.5M |
| Capital Advisors Wealth Management, LLCCORE S&P500 ETF69.9K shadded | $53.5M |
| Apella Capital, LLCCORE S&P500 ETF68.1K shadded | $53.1M |
| RFG - Bristol Wealth Advisors, LLCCORE S&P500 ETF67.2K shadded | $51.5M |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.CORE S&P 500 ETF65.6K shtrimmed | $50.2M |
| Adirondack Capital Advisors, LLCCORE S&P500 ETF64.1K shadded | $49.1M |
| Capital Planning LLCExchange Traded Fund61.3K shtrimmed | $46.9M |
| CoreCap Advisors, LLCETF59.8K shadded | $45.8M |
| David J Yvars GroupCORE S&P500 ETF59.4K shadded | $45.5M |
| ZynergyRetirementPlanningLLCCORE S&P500 ETF58.1K shtrimmed | $44.5M |
| CYPRESS FINANCIAL PLANNING LLCCORE S&P500 ETF55.4K shadded | $42.4M |
| Gradient Investments LLCCORE S&P500 ETF54.3K shtrimmed | $41.6M |
| Lee, Kelleher & Klein Wealth ManagementCORE S&P500 ETF50.9K shadded | $39M |
| Ballew Advisors, IncCORE S&P500 ETF49.8K shtrimmed | $38.5M |
| CAMELOT TECHNOLOGY ADVISORS, INC.CORE S&P500 ETF48.7K shtrimmed | $37.3M |
| ACIMA PRIVATE WEALTH, LLCETF45.3K shadded | $34.7M |
| Matrix Trust CoS&P 500 INDEX44.8K shtrimmed | $34.3M |
| Venture Visionary Partners LLCCORE S&P500 ETF44K shadded | $33.7M |
| MOODY NATIONAL BANK TRUST DIVISIONCORE S&P500 ETF44K shheld | $33.7M |
| Buska Wealth Management, LLCCORE S&P500 ETF42.7K shtrimmed | $32.7M |
| Grove Bank & TrustCORE S&P500 ETF42.3K shtrimmed | $32.4M |
| Emergent Wealth Advisors, LLCCORE S&P500 ETF33.6K shtrimmed | $25.7M |
| YHB Investment Advisors, Inc.CORE S&P500 ETF32.7K shadded | $25.1M |
| Wealth Enhancement Trust Services, Inc.CORE S&P500 ETF32.7K shadded | $25M |
| Bank of New HampshireCORE S&P500 ETF31.6K shadded | $24.2M |
| AVAII WEALTH MANAGEMENT, LLCCORE S&P500 ETF31.2K shtrimmed | $24.1M |
| Retirement Wealth Solutions LLCCORE S&P500 ETF31K shadded | $23.7M |
| Taylor & Morgan Wealth Management, LLCCORE S&P500 ETF29.9K shadded | $22.9M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCORE S&P500 ETF28.2K shtrimmed | $21.6M |
| Acropolis Investment Management, LLCCORE S&P500 ETF26.6K shtrimmed | $20.4M |
| Worth Asset Management, LLCETF26.1K shadded | $20M |
| American National Bank of TexasExchange Traded Fund25.8K shadded | $19.8M |
| Box Hill Private Wealth LLCCORE S&P500 ETF25.7K shadded | $19.7M |
| Breakwater Capital GroupCORE S&P500 ETF25.6K shadded | $19.6M |
| Baring Financial LLCCORE S&P500 ETF24.8K shadded | $19M |
| Sound Income Strategies, LLCCORE S&P500 ETF23.8K shadded | $18.5M |
| SAPIENT CAPITAL LLCCORE S&P500 ETF23.6K shtrimmed | $18M |
| Gerald Baker Financial Group LLCCORE S&P500 ETF23.3K shadded | $17.8M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund22.9K shtrimmed | $17.5M |
| Balefire, LLCCORE S&P500 ETF21.8K shadded | $16.7M |
| PARK NATIONAL CORP /OH/Com21.6K shtrimmed | $16.5M |
| Post Resch Tallon Group Inc.CORE S&P500 ETF21.1K shadded | $16.2M |
| Peterson Wealth Advisors, LLCCORE S&P500 ETF20.6K shtrimmed | $15.8M |
| Shulman DeMeo Asset Management LLCCORE S&P500 ETF19.4K shtrimmed | $15.1M |
| Wedmont Private CapitalCORE S&P500 ETF19K shadded | $14.8M |
| AMERICAN NATIONAL BANK & TRUSTCORE S&P500 ETF17.5K shadded | $13.4M |
| jvl associates llcCORE S&P500 ETF16.4K shtrimmed | $12.6M |
| First Heartland Consultants, Inc.CORE S&P500 ETF15.4K shtrimmed | $11.8M |
| CHAPIN DAVIS, INC.CORE S&P500 ETF15.2K shadded | $11.6M |
| TITLEIST ASSET MANAGEMENT, LLCCORE S&P500 ETF15K shadded | $11.5M |
| Successful Portfolios LLCCORE S&P500 ETF14.3K shtrimmed | $11.1M |
| Mendota Financial Group, LLCCORE S&P500 ETF13.1K shtrimmed | $10M |
| Gallagher Capital Advisors, LLCCORE S&P500 ETF12.9K shtrimmed | $9.9M |
| Asempa Wealth AdvisorsCORE S&P500 ETF11.4K shadded | $8.8M |
| MRA Advisory GroupCORE S&P500 ETF11.4K shtrimmed | $8.7M |
| DKM Wealth Management, Inc.CORE S&P500 ETF11.3K shtrimmed | $8.7M |
| Cassilly Financial Group LLCCORE S&P500 ETF11K shadded | $8.4M |
| Galvin, Gaustad & Stein, LLCCORE S&P500 ETF10.8K shadded | $8.3M |
| Aletheian Wealth Advisors LLCCORE S&P500 ETF10.8K shtrimmed | $8.3M |
| STEPH & COCORE S&P500 ETF9.9K shtrimmed | $7.6M |
| Graves Light Lenhart Wealth, Inc.CORE S&P500 ETF9.4K shtrimmed | $7.2M |
| Trust CoETF9.1K shtrimmed | $6.9M |
| Sunburst Financial Group, LLCCORE S&P500 ETF8.8K shtrimmed | $6.7M |
| Cooper Financial GroupCORE S&P500 ETF8.7K shtrimmed | $6.7M |
| KWMG, LLCCORE S&P500 ETF8.5K shadded | $6.5M |
| Cadent Capital Advisors, LLCCORE S&P500 ETF8.2K shtrimmed | $6.3M |
| Sprinkle Financial Consultants LLCCORE S&P500 ETF8.1K shtrimmed | $6.2M |
| GAMMA Investing LLCETF8.1K shadded | $6.2M |
| Atlas Brown,Inc.ETF8K shadded | $6.1M |
| JUNCTURE WEALTH STRATEGIES, LLCCORE S&P500 ETF7.5K shadded | $5.7M |
| DAVIDSON TRUST COEquities7.4K shadded | $5.7M |
| ROCKLAND TRUST COCORE S&P500 ETF7K shtrimmed | $5.3M |
| McNaughton Wealth Management, LLCCORE S&P500 ETF6.9K shtrimmed | $5.3M |
| Investors Research CorpCORE S&P500 ETF6.9K shadded | $5.3M |
| BOS Asset Management, LLCCORE S&P500 ETF6.7K shheld | $5.1M |
| Weaver Consulting GroupCORE S&P500 ETF6.7K shtrimmed | $5.1M |
| DIVERSIFIED MANAGEMENT INCCORE S&P500 ETF6.5K shtrimmed | $5M |
| Ayalon Insurance Comp Ltd.ETP6.4K shadded | $4.9M |
| O'Keefe Stevens Advisory, Inc.CORE S&P500 ETF6.2K shtrimmed | $4.8M |
| Everhart Financial Group, Inc.CORE S&P500 ETF6.1K shtrimmed | $4.7M |
| McAlister, Sweet & Associates, Inc.CORE S&P500 ETF6K shtrimmed | $4.6M |
| Kaydan Wealth Management, Inc.CORE S&P500 ETF6K shtrimmed | $4.6M |
| Bath Savings Trust CoExchange Traded Fund5.9K shadded | $4.5M |
| GILPIN WEALTH MANAGEMENT, LLCCORE S&P500 ETF5.3K shtrimmed | $4.1M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCCORE S&P500 ETF5.1K shtrimmed | $3.9M |
| Lincoln Capital LLCCORE S&P500 ETF4.9K shadded | $3.8M |
| Pacifica Partners Inc.CORE S&P500 ETF4.7K shadded | $3.6M |
| Athena Wealth Management, LLCCORE S&P500 ETF4.7K shtrimmed | $3.6M |
| CENTRAL BANK & TRUST COEquities4.6K shadded | $3.6M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4.4K shtrimmed | $3.3M |
| Factor Wealth Management LTDCORE S&P500 ETF4.3K shadded | $3.3M |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCORE S&P500 ETF4.3K shheld | $3.3M |
| VALLEY WEALTH MANAGERS, INC.ETF4.3K shadded | $3.3M |
| CapWealth Advisors, LLCETF4.1K shtrimmed | $3.2M |
| Delta Wealth Advisors LLCCORE S&P500 ETF4.1K shtrimmed | $3.2M |
| Decker Wealth Management LLCCORE S&P500 ETF3.9K shheld | $3M |
| TOMPKINS FINANCIAL CORPCORE S&P500 ETF3.8K shheld | $2.9M |
| BAKER TILLY WEALTH MANAGEMENT, LLCCORE S&P500 ETF3.8K shtrimmed | $2.9M |
| TOTH FINANCIAL ADVISORY CORPCORE S&P500 ETF3.8K shadded | $2.9M |
| Plan A Wealth LLCCORE S&P500 ETF3.6K shadded | $2.8M |
| Financial Symmetry IncCOM3.5K shadded | $2.6M |
| EPIQ PARTNERS, LLCCORE S&P500 ETF3.4K shadded | $2.6M |
| Iowa State BankCom3.3K shheld | $2.5M |
| COLLECTIVE FAMILY OFFICE LLCCORE S&P500 ETF3.1K shadded | $2.4M |
| Arbor Wealth Advisors LLCCORE S&P500 ETF3.1K shadded | $2.4M |
| Intelligence Driven Advisers, LLCCORE S&P500 ETF3.1K shtrimmed | $2.3M |
| Roan Capital PartnersCORE S&P500 ETF3K shtrimmed | $2.3M |
| RIVERSEDGE ADVISORS, LLCCORE S&P500 ETF2.9K shtrimmed | $2.2M |
| WoodTrust Financial CorpOTHER2.9K shadded | $2.2M |
| FIRST COMMUNITY TRUST NACORE S&P500 ETF2.8K shtrimmed | $2.1M |
| Hummer Financial Advisory Services IncCORE S&P500 ETF2.8K shheld | $2.1M |
| Violich Capital Management, Inc.COM2.6K shadded | $2M |
| Veracity Capital LLCCORE S&P500 ETF2.6K shtrimmed | $2M |
| Hardin Capital Partners, LLCCORE S&P500 ETF2.5K shadded | $1.9M |
| INSPIRION WEALTH ADVISORS, LLCCORE S&P500 ETF2.4K shadded | $1.9M |
| LAWOOD & COExchange Traded Fund2.4K shtrimmed | $1.9M |
| Montz Harcus Wealth Management LLCCORE S&P500 ETF2.4K shadded | $1.8M |
| ATWOOD & PALMER INCCOM2.3K shadded | $1.7M |
| REINHART PARTNERS, LLC.COM2.2K shheld | $1.7M |
| Dickmeyer Boyce Financial Management, Inc.CORE S&P500 ETF2.1K shadded | $1.6M |
| Insight Wealth Strategies, LLCCORE S&P500 ETF2.1K shtrimmed | $1.6M |
| TrueWealth Advisors, LLCCORE S&P500 ETF1.9K shadded | $1.4M |
| SACKS & ASSOCIATES, LLCCORE S&P500 ETF1.9K shtrimmed | $1.4M |
| Hamilton Capital, LLCCORE S&P500 ETF1.8K shtrimmed | $1.4M |
| Trinity Financial Advisors LLCCORE S&P500 ETF1.8K shtrimmed | $1.4M |
| Prosperity Planning, Inc.CORE S&P500 ETF1.8K shadded | $1.4M |
| Aventus Investment Advisors, Inc.ETF1.8K shheld | $1.4M |
| Councilor Wealth, LLCCORE S&P500 ETF1.8K shadded | $1.4M |
| Bill Few Associates, Inc.CORE S&P500 ETF1.7K shadded | $1.3M |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCORE S&P500 ETF1.7K shheld | $1.3M |
| Sincerus Advisory, LLCCORE S&P500 ETF1.7K shtrimmed | $1.3M |
| THRYVE WEALTH MANAGEMENT LLCCORE S&P500 ETF1.5K shadded | $1.2M |
| Lake Hills Wealth Management, LLCCORE S&P500 ETF1.5K shheld | $1.2M |
| Vilga Financial Planning LLCCORE S&P500 ETF1.5K shadded | $1.2M |
| Towneley Capital Management, Inc / DECORE S&P500 ETF1.5K shtrimmed | $1.1M |
| Monument Capital ManagementCORE S&P500 ETF1.5K shadded | $1.1M |
| Pathway Financial Advisors LLCCORE S&P500 ETF1.5K shheld | $1.1M |
| Green Ridge Wealth Planning LLCCORE S&P500 ETF1.4K shheld | $1.1M |
| LEGACY SOLUTIONS, LLCCORE S&P500 ETF1.4K shadded | $1.1M |
| HALL LAURIE J TRUSTEEEquities1.4K shheld | $1M |
| Great Waters Wealth ManagementCORE S&P500 ETF1.3K shadded | $1M |
| Heartwood Wealth Advisors LLCETF1.3K shheld | $1M |
| M.E. ALLISON & CO., INC.CORE S&P500 ETF1.3K shadded | $981.8K |
| ARGENT CAPITAL MANAGEMENT LLCCOM1.2K shadded | $952.7K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.CORE S&P500 ETF1.2K shadded | $947.4K |
| CONGRESS ASSET MANAGEMENT COCOM1.2K shadded | $934.3K |
| Horizons Wealth ManagementETF1.2K shtrimmed | $934.2K |
| GK Wealth Management LLCCORE S&P500 ETF1.1K shtrimmed | $858.3K |
| Castle Rock Wealth Management, LLCCORE S&P500 ETF1.1K shtrimmed | $857.4K |
| PROFESSIONAL ADVISORY SERVICES INCCOM1.1K shtrimmed | $835K |
| MJT & Associates Financial Advisory Group, Inc.ETF1.1K shheld | $830.2K |
| Exchange BankMUTUAL FUNDS/EQ1.1K shadded | $817.9K |
| Greenfield Savings BankCORE S&P500 ETF994 shadded | $761.3K |
| Davis Capital ManagementETF906 shadded | $693.9K |
| Fenimore Asset Management IncETF900 shheld | $689.3K |
| Williams & Novak Wealth Management, LLCCORE S&P500 ETF885 shadded | $677.9K |
| Adelphi Trust CoExchange Traded Fund823 shtrimmed | $630.3K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIETF819 shheld | $627.2K |
| Avidian Wealth Enterprises, LLCCORE S&P500 ETF800 shtrimmed | $612.7K |
| Mallini Complete Financial Planning LLCETF800 shheld | $612.7K |
| Family Legacy Financial Solutions, LLCCOM792 shheld | $606.7K |
| Longview Financial Advisors, Inc.ETF790 shheld | $605K |
| RVW Wealth, LLCCORE S&P500 ETF784 shtrimmed | $600.7K |
| Castleview Partners, LLCCORE S&P500 ETF752 shtrimmed | $575.9K |
| ECLECTIC ASSOCIATES INC /ADVCORE S&P500 ETF717 shadded | $549.1K |
| Echo45 Advisors LLCCORE S&P500 ETF713 shadded | $546.1K |
| Vann Equity Management LLCCORE S&P500 ETF705 shtrimmed | $539.7K |
| Emprise BankEquities699 shheld | $535.3K |
| Canandaigua National Trust Co of FloridaCom693 shtrimmed | $530.7K |
| TILIA FIDUCIARY PARTNERS, INC.ETF673 shadded | $515.7K |
| Elm3 Financial Group, LLCCORE S&P500 ETF659 shadded | $504.9K |
| TLWMCORE S&P500 ETF658 shadded | $503.9K |
| AVITY INVESTMENT MANAGEMENT INC.CORE S&P500 ETF654 shheld | $500.9K |
| Mirador Capital Partners LPCORE S&P500 ETF634 shheld | $485.2K |
| Kearns & Associates LLCCORE S&P500 ETF604 shtrimmed | $463.3K |
| Nautilus Advisors LLCCORE S&P500 ETF583 shadded | $446.5K |
| Attessa Capital LLCCORE S&P500 ETF553 shtrimmed | $423.5K |
| Kaizen Financial StrategiesCORE S&P500 ETF543 shtrimmed | $415.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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