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iShares Core S&P 500 ETF (IVV) Institutional Ownership

iShares Core S&P 500 ETF logo
$577.96 +1.24 (+0.22%)
Closing price 03/25/2025 04:10 PM Eastern
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$578.64 +0.68 (+0.12%)
As of 03/25/2025 07:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core S&P 500 ETF (NYSEARCA:IVV)

Number of
Institutional Buyers
(last 12 months)
2582
Total
Institutional Inflows
(last 12 months)
$104.87B
Number of
Institutional Sellers
(last 12 months)
1863
Total
Institutional Outflows
(last 12 months)
$32.39B
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IVV Institutional Buying and Selling by Quarter

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iShares Core S&P 500 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/25/2025Life Line Wealth Management LLC72,162$42.48M15.2%+1.0%0.007%
3/24/2025Avant Financial Advisors LLC1,211$713K0.6%N/A0.000%
3/24/2025Fulcrum Equity Management344$202K0.2%-7.8%0.000%
3/24/2025Mascagni Wealth Management Inc.938$552K0.5%N/A0.000%
3/21/2025Prostatis Group LLC7,054$4.15M1.2%+30.9%0.001%
3/21/2025Nestegg Advisors Inc.1,147$691K0.7%N/A0.000%
3/19/2025M1 Capital Management LLC5,546$3.27M1.8%N/A0.001%
3/19/2025Northeast Planning Associates INC. NH690$406K0.4%N/A0.000%
3/19/2025DSG Capital Advisors LLC1,445$851K0.2%N/A0.000%
3/19/2025Chancellor Financial Group WB LP11,298$6.65M5.4%N/A0.001%
3/18/2025Objective Capital Management LLC24,853$14.63M9.8%-7.1%0.003%
3/18/2025Triton Wealth Management PLLC380$226K0.1%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC6,512,721$3.83B7.3%+5.5%0.676%
3/17/2025 NorthCrest Asset Manangement LLC6,938$4.08M0.1%+79.5%0.001%
3/17/2025Members Wealth LLC30,066$18.23M13.7%N/A0.003%
3/14/2025Tableaux LLC3,342$1.97M1.6%N/A0.000%
3/14/2025Keystone Financial Services LLC6,348$3.74M3.4%N/A0.001%
3/13/2025PKO Investment Management Joint Stock Co350,531$206.35M25.7%N/A0.035%
3/12/2025 Centaurus Financial Inc.5,070$2.99M0.2%+14.6%0.001%
3/12/2025 Wealthedge Investment Advisors LLC12,152$7.15M3.2%N/A0.001%
3/11/2025 Lighthouse Financial LLC15,446$9.09M7.4%N/A0.002%
3/11/2025 Anchor Pointe Wealth Management LLC5,159$3.05M4.0%N/A0.001%
3/10/2025 SpringVest Wealth Management LLC1,320$777K0.7%N/A0.000%
3/10/2025 Old North State Trust LLC4,012$2.36M1.5%+791.6%0.000%
3/10/2025 Capstone Triton Financial Group LLC4,885$2.88M1.8%-1.6%0.000%
3/7/2025 Aegis Wealth Management LLC28,079$16.53M11.2%N/A0.003%
3/6/2025 Copia Wealth Management2,364$1.39M1.3%N/A0.000%
3/6/2025 IronOak Wealth LLC.634$373K0.4%N/A0.000%
3/6/2025 Elite Financial Inc.29,171$17.17M9.3%N/A0.003%
3/6/2025 Arcadia Wealth Management Inc.2,575$1.52M1.3%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC487$286K0.1%N/A0.000%
3/6/2025 Kilter Group LLC58,585$34.49M22.4%N/A0.006%
3/6/2025 TFR Capital LLC.9,959$5.86M2.9%N/A0.001%
3/6/2025 AG Asset Advisory LLC540$318K0.3%N/A0.000%
3/6/2025 Plotkin Financial Advisors LLC343$202K0.1%N/A0.000%
3/5/2025 Berkeley Inc9,910$5.83M3.0%-0.6%0.001%
3/5/2025 Castle Rock Wealth Management LLC887$543K0.1%-4.9%0.000%
3/5/2025 Probity Advisors Inc.575$338K0.1%-6.2%0.000%
3/4/2025 Birmingham Capital Management Co. Inc. AL4,908$2.89M1.1%-25.6%0.000%
3/4/2025 Buska Wealth Management LLC93,661$55.14M17.6%+6.2%0.009%
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3/4/2025 Smith Shellnut Wilson LLC ADV30,486$17.95M7.9%+15.8%0.003%
3/3/2025 SK Wealth Management LLC4,201$2.47M1.3%+12.8%0.000%
3/3/2025 American Investment Services Inc.1,615$951K0.2%-1.8%0.000%
2/28/2025 BridgePort Financial Solutions LLC51,934$30.53M14.0%N/A0.005%
2/28/2025 Park Square Financial Group LLC196$115K0.1%N/A0.000%
2/28/2025 Menard Financial Group LLC251$148K0.1%N/A0.000%
2/28/2025 Brooklyn FI LLC5,864$3.47M0.6%N/A0.001%
2/27/2025 Fidelity D & D Bancorp Inc.354$208K0.1%N/A0.000%
2/27/2025 Skyline Advisors Inc.2,318$1.36M0.5%-0.9%0.000%
2/27/2025 REAP Financial Group LLC4,573$2.69M0.7%-2.0%0.000%
2/27/2025 ABLE Financial Group LLC2,149$1.27M0.4%-9.0%0.000%
2/27/2025 KMT Wealth Management LLC95,626$56.29M45.1%N/A0.010%
2/27/2025 Bernard Wealth Management Corp.480$283K0.1%N/A0.000%
2/27/2025 HWG Holdings LP85,870$50.55M16.6%-9.5%0.009%
2/27/2025 Pinnacle Wealth Planning Services Inc.8,357$4.92M0.7%+0.5%0.001%
2/27/2025 Carolinas Wealth Consulting LLC11,948$7.03M1.2%-0.2%0.001%
2/26/2025 LifeWealth Investments LLC1,170$689K0.5%N/A0.000%
2/26/2025 Capital A Wealth Management LLC476$280K0.5%N/A0.000%
2/26/2025 Financial Advisory Corp179,983$105.95M18.5%N/A0.018%
2/26/2025 Discipline Wealth Solutions LLC4,654$2.74M1.3%+2.2%0.000%
2/26/2025 LM Advisors LLC3,106$1.83M0.3%+2.6%0.000%
2/26/2025 Virtue Capital Management LLC3,918$2.31M0.5%-9.7%0.000%
2/26/2025 Advisor Resource Council1,723$1.01M0.7%-85.6%0.000%
2/25/2025 Leigh Baldwin & CO. LLC1,787$1.05M0.6%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.119,684$70.46M2.3%-41.7%0.014%
2/25/2025 Armis Advisers LLC15,777$9.29M1.1%N/A0.002%
2/25/2025 Shufro Rose & Co. LLC64,121$37.75M2.9%+89.6%0.007%
2/25/2025 Integrated Advisors Network LLC171,999$101.25M4.8%-1.5%0.020%
2/25/2025 Chokshi & Queen Wealth Advisors Inc62,264$36.65M22.7%N/A0.007%
2/24/2025 Instrumental Wealth LLC13,622$8.21M7.8%+3.1%0.002%
2/24/2025 Wilkins Miller Wealth Management LLC11,352$6.68M7.0%N/A0.001%
2/24/2025 Liberty Square Wealth Partners LLC1,628$997K0.4%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.32,755$19.28M0.4%+4.4%0.004%
2/24/2025 Ameriflex Group Inc.6,344$3.84M1.8%N/A0.001%
2/24/2025 United Advisor Group LLC4,065$2.39M0.5%-4.6%0.000%
2/24/2025 Sunbeam Capital Management LLC28,424$16.73M15.5%N/A0.003%
2/24/2025 Challenger Wealth Management872$513K0.4%N/A0.000%
2/22/2025 American Trust9,830$5.79M0.4%+297.5%0.001%
2/21/2025 Ascent Group LLC17,875$10.52M0.8%-18.9%0.002%
2/21/2025 WNY Asset Management LLC6,871$4.05M0.5%+17.1%0.001%
2/21/2025 Fidelity D & D Bancorp Inc.354$208K0.2%N/A0.000%
2/21/2025 Putney Financial Group LLC80$47K0.0%N/A0.000%
2/21/2025 Aurdan Capital Management LLC30,638$18.04M6.9%N/A0.004%
2/21/2025 Kayne Anderson Rudnick Investment Management LLC291,804$171.75M0.4%+5.2%0.034%
2/21/2025 Vermillion Wealth Management Inc.460$271K0.1%N/A0.000%
2/20/2025 Mackenzie Financial Corp171,654$101.05M0.1%-13.0%0.020%
2/20/2025 Forum Financial Management LP8,515$5.01M0.1%+1.9%0.001%
2/20/2025 Griffith & Werner Inc.1,012$596K0.4%N/A0.000%
2/20/2025 Sunbeam Capital Management LLC8,958$5.27M11.3%N/A0.001%
2/20/2025 Michels Family Financial LLC6,599$3.89M3.6%N/A0.001%
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2/20/2025 Westfuller Advisors LLC16,094$9.47M6.0%+11.3%0.002%
2/20/2025 Peak Retirement Planning Inc.789$465K0.3%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC730$430K0.1%-29.3%0.000%
2/20/2025 Revisor Wealth Management LLC565$333K0.3%-62.6%0.000%
2/19/2025 ARQ Wealth Advisors LLC3,456$2.03M0.8%+3.6%0.000%
2/19/2025 Orin Green Financial LLC53,593$31.55M13.9%-1.5%0.006%
2/19/2025 Toronto Dominion Bank2,825$1.66M0.0%+1.3%0.000%
2/19/2025 Three Cord True Wealth Management LLC445$262K0.2%N/A0.000%
2/19/2025 Warm Springs Advisors Inc.6,663$3.92M3.6%N/A0.001%
2/19/2025 Formidable Asset Management LLC3,363$1.98M0.3%+0.6%0.000%
(Data available from 1/1/2016 forward)

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IVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVV shares?

During the previous two years, 3,752 institutional investors and hedge funds held shares of iShares Core S&P 500 ETF. The most heavily invested institutionals were BlackRock Inc. ($29.14B), Envestnet Asset Management Inc. ($19.74B), Northwestern Mutual Wealth Management Co. ($15.52B), Marshall Wace LLP ($13.90B), Creative Planning ($12.33B), JPMorgan Chase & Co. ($10.70B), and Wells Fargo & Company MN ($10.51B).Learn more on IVV's institutional investors.

Which institutional investors have been buying iShares Core S&P 500 ETF stock?

Of the 3,300 institutional investors that purchased iShares Core S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($53.35M), International Assets Investment Management LLC ($18.84M), JPMorgan Chase & Co. ($18.37M), Providence Capital Advisors LLC ($11.39M), Marshall Wace LLP ($10.93M), Envestnet Asset Management Inc. ($10.82M), and Nisa Investment Advisors LLC ($9.87M).

How much institutional buying is happening at iShares Core S&P 500 ETF?

Institutional investors have bought a total of 358,097,893 shares in the last 24 months. This purchase volume represents approximately $182.34B in transactions.

Which iShares Core S&P 500 ETF major shareholders have been selling company stock?

Of the 2,486 institutional investors that sold iShares Core S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Whalerock Point Partners LLC ($10.62M), International Assets Investment Management LLC ($10.24M), Bank of America Corp DE ($7.93M), Envestnet Asset Management Inc. ($3.96M), Northwestern Mutual Wealth Management Co. ($3.94M), JPMorgan Chase & Co. ($3.41M), and Citigroup Inc. ($3.35M).

How much institutional selling is happening at iShares Core S&P 500 ETF?

Institutional investors have sold a total of 107,595,084 shares in the last 24 months. This volume of shares sold represents approximately $53.78B in transactions.


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This page (NYSEARCA:IVV) was last updated on 3/26/2025 by MarketBeat.com Staff
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