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

iShares Core S&P 500 ETF logo
$648.50 +9.80 (+1.53%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$649.05 +0.55 (+0.09%)
As of 08/22/2025 07:54 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares Core S&P 500 ETF (NYSEARCA:IVV)

Current
Institutional Ownership
Percentage
70.12%
Number of
Institutional Buyers
(last 12 months)
2864
Total
Institutional Inflows
(last 12 months)
$139.07B
Number of
Institutional Sellers
(last 12 months)
2336
Total
Institutional Outflows
(last 12 months)
$62.92B
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IVV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2025 TT Capital Management LLC9,135$5.28M1.7%N/A0.001%
8/22/2025 Cim Investment Management Inc.124,350$77.21M14.7%-51.9%0.012%
8/20/2025 Thompson Davis & CO. Inc.379$235K0.1%N/A0.000%
8/20/2025 Forefront Wealth Partners LLC27,578$16.32M10.9%+25.4%0.003%
8/20/2025 Coppell Advisory Solutions LLC8,020$4.95M0.6%N/A0.001%
8/19/2025 B. Riley Wealth Advisors Inc.59,254$36.79M1.7%N/A0.006%
8/19/2025 Newbridge Financial Services Group Inc.14,799$9.19M1.5%+13.5%0.001%
8/19/2025 Cape Investment Advisory Inc.2,807$1.74M0.6%+35.9%0.000%
8/19/2025 MRP Capital Investments LLC11,220$6.97M4.8%+2.5%0.001%
8/19/2025 Advisory Services Network LLC172,387$109.45M1.8%-19.6%0.017%
8/19/2025 Cim LLC5,829$3.62M0.5%-0.4%0.001%
8/19/2025 Anchor Investment Management LLC488$303K0.0%+33.0%0.000%
8/19/2025 Asset Dedication LLC5,719$3.55M0.3%+0.4%0.001%
8/19/2025 Element Pointe Advisors LLC258,153$160.29M38.8%-7.6%0.026%
8/19/2025 Hohimer Wealth Management LLC11,799$7.33M1.3%+34.3%0.001%
8/19/2025 Pitcairn Co.14,513$9.01M0.6%+17.1%0.001%
8/18/2025 Old North State Trust LLC4,519$2.81M1.9%+12.6%0.000%
8/18/2025 Tyler Stone Wealth Management36,010$22.36M3.6%-1.5%0.004%
8/18/2025 Tactive Advisors LLC996$618K0.2%N/A0.000%
8/18/2025 N.E.W. Advisory Services LLC1,243$772K0.1%-15.1%0.000%
8/18/2025 Geneos Wealth Management Inc.197,471$122.61M3.0%+28.5%0.020%
8/18/2025 Hollencrest Capital Management71,167$44.19M1.9%-5.2%0.007%
8/18/2025 Westwood Holdings Group Inc.71,942$44.67M0.3%+2.2%0.007%
8/18/2025 Kestra Investment Management LLC6,187$3.84M0.1%+1.7%0.001%
8/18/2025 Second Line Capital LLC2,675$1.66M0.4%-9.1%0.000%
8/16/2025 AMS Capital Ltda56,983$35.38M13.4%-6.8%0.006%
8/16/2025 Parr Mcknight Wealth Management Group LLC54,396$33.77M4.6%-0.9%0.005%
8/16/2025 Teachers Insurance & Annuity Association of America41,074$25.50M31.8%-1.0%0.004%
8/16/2025 Evergreen Capital Management LLC25,899$16.08M0.5%+9.2%0.003%
8/15/2025 Strategic Investment Advisors MI1,135$705K0.1%+10.1%0.000%
8/15/2025 High Falls Advisors Inc57,857$35.92M7.9%-45.0%0.006%
8/15/2025 Tower Research Capital LLC TRC 29,084$18.06M0.5%N/A0.003%
8/15/2025 First Heartland Consultants Inc.9,046$5.62M0.5%-20.5%0.001%
8/15/2025 Brooks Moore & Associates Inc.1,525$968K0.5%-11.6%0.000%
8/15/2025 Synergy Financial Group LTD661$410K0.3%+2.5%0.000%
8/15/2025 Global View Capital Management LLC6,157$3.82M1.2%+214.0%0.001%
8/15/2025 Security National Bank of SO Dak930$577K0.3%-55.2%0.000%
8/15/2025 Sugar Maple Asset Management LLC15,140$9.40M7.3%+17.2%0.002%
8/15/2025 SkyView Investment Advisors LLC79,982$49.39M7.1%+0.6%0.008%
8/15/2025 Asset Allocation Strategies LLC1,676$1.04M0.2%-51.5%0.000%
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8/15/2025 FFT Wealth Management LLC158,346$100.62M19.8%+1.2%0.016%
8/15/2025 LGL Partners LLC38,445$24.43M10.8%-10.2%0.004%
8/15/2025 Semmax Financial Advisors Inc.313$200K0.1%+6.1%0.000%
8/15/2025 Resources Management Corp CT ADV3,873$2.40M0.3%-5.7%0.000%
8/15/2025 Fairfield Bush & CO.450$279K0.2%-8.7%0.000%
8/15/2025 Corient Private Wealth LLC3,031,962$1.88B2.4%-41.1%0.301%
8/15/2025 Puff Wealth Management LLC523$325K0.1%N/A0.000%
8/15/2025 Equitable Holdings Inc.624,312$387.64M3.2%+0.0%0.062%
8/15/2025 Ewing Morris & Co. Investment Partners Ltd.9,773$6.07M2.7%+45.1%0.001%
8/15/2025 ROSS JOHNSON & Associates LLC217$135K2.8%-60.9%0.000%
8/15/2025 Northeast Financial Consultants Inc16,948$10.52M0.4%+2.7%0.002%
8/15/2025 Chapman Financial Group LLC300$186K0.2%N/A0.000%
8/15/2025 FSB Premier Wealth Management Inc.1,885$1.17M0.4%+14.3%0.000%
8/15/2025 E Fund Management Co. Ltd.31,844$19.77M0.9%+7.0%0.003%
8/15/2025 Stonebridge Capital Advisors LLC74,554$46.29M3.5%+4.2%0.007%
8/15/2025 Captrust Financial Advisors3,878,929$2.41B5.4%+5.5%0.385%
8/15/2025 Blue Chip Partners LLC366$227K0.0%N/A0.000%
8/15/2025 Keel Point LLC6,845$4.25M0.3%+0.9%0.001%
8/15/2025 Alaethes Wealth LLC5,468$3.40M1.0%+1.2%0.001%
8/15/2025 Zuckerman Investment Group LLC1,162$721K0.1%+2.9%0.000%
8/15/2025 Fidelity D & D Bancorp Inc.354$220K0.1%N/A0.000%
8/15/2025 Truefg LLC9,221$5.73M1.7%-2.1%0.001%
8/15/2025 Manhattan West Asset Management LLC16,651$10.34M2.4%-1.2%0.002%
8/15/2025 Lantern Wealth Advisors LLC2,062$1.28M0.7%N/A0.000%
8/15/2025 Vident Advisory LLC8,155$5.06M0.1%+4.5%0.001%
8/15/2025 Visionary Wealth Advisors92,894$57.68M2.9%+5.4%0.009%
8/15/2025 Voya Financial Advisors Inc.70,530$43.55M4.4%-0.3%0.007%
8/15/2025 Two Sigma Securities LLC5,490$3.41M0.4%-1.8%0.001%
8/15/2025 Talisman Wealth Advisors LLC2,406$1.49M1.3%+8.0%0.000%
8/15/2025 Tidal Investments LLC630,541$391.50M2.4%-7.4%0.063%
8/15/2025 Tolleson Wealth Management Inc.4,656$2.89M0.5%-5.4%0.000%
8/15/2025 Sherman Asset Management Inc.32,458$20.15M17.9%-6.3%0.003%
8/15/2025 Smartleaf Asset Management LLC22,931$14.16M1.2%+78.0%0.002%
8/15/2025 Snowden Capital Advisors LLC79,503$49.36M1.5%-22.8%0.008%
8/15/2025 Sompo Asset Management Co. Ltd.1,680$1.04M0.2%-50.5%0.000%
8/15/2025 Redwood Financial Network Corp1,789$1.11M0.8%+17.7%0.000%
8/15/2025 Redwood Investment Management LLC2,541$1.58M0.2%+26.7%0.000%
8/15/2025 Ruggaard & Associates LLC7,597$4.72M1.9%-6.8%0.001%
8/15/2025 Oxford Financial Group LTD. LLC90,474$56.18M3.3%-1.3%0.009%
8/15/2025 Orion Porfolio Solutions LLC380,976$236.55M1.7%-30.0%0.038%
8/15/2025 Paces Ferry Wealth Advisors LLC7,055$4.38M2.0%-8.1%0.001%
8/15/2025 Palisade Capital Management LP5,826$3.62M0.1%+3.4%0.001%
8/15/2025 MML Investors Services LLC1,982,044$1.23B3.6%-14.8%0.197%
8/15/2025 McIlrath & Eck LLC5,087$3.16M0.4%-13.7%0.001%
8/15/2025 Mendel Capital Management LLC2,105$1.31M0.7%-9.5%0.000%
8/15/2025 Michael & Susan Dell Foundation3,145,697$1.95B84.8%+4.9%0.312%
8/15/2025 Mission Creek Capital Partners Inc.10,915$6.78M1.4%-7.6%0.001%
8/15/2025 Modern Wealth Management LLC61,125$37.95M1.0%+3.4%0.006%
8/15/2025 Lazard Asset Management LLC318,798$197.94M0.3%-2.3%0.032%
8/15/2025 LM Advisors LLC2,736$1.70M0.2%-1.1%0.000%
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8/15/2025 London Co. of Virginia14,907$9.26M0.1%-55.5%0.001%
8/15/2025 HRT Financial LP4,375$2.72M0.0%N/A0.000%
8/15/2025 Helium Advisors LLC7,456$4.63M2.9%-4.3%0.001%
8/15/2025 Houlihan Financial Resource Group Ltd.10,357$6.51M2.7%-1.4%0.001%
8/15/2025 ICONIQ Capital LLC10,981$6.82M0.1%-5.3%0.001%
8/15/2025 IHT Wealth Management LLC100,901$62.65M1.7%+58.9%0.010%
8/15/2025 Fullerton Fund Management Co Ltd.13,878$8.62M0.3%+250.6%0.001%
8/15/2025 Great Valley Advisor Group Inc.30,126$18.71M0.4%-1.7%0.003%
8/15/2025 Gallagher Fiduciary Advisors LLC6,514$4.04M0.0%-8.0%0.001%
8/15/2025 Garden State Investment Advisory Services LLC4,045$2.52M0.6%+5.0%0.000%
(Data available from 1/1/2016 forward)

IVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVV shares?

During the previous two years, 3,904 institutional investors and hedge funds held shares of iShares Core S&P 500 ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($20.17B), Envestnet Asset Management Inc. ($17.61B), JPMorgan Chase & Co. ($17.55B), New Vernon Capital Holdings II LLC ($13.92B), Creative Planning ($13.80B), Marshall Wace LLP ($13.30B), and Wells Fargo & Company MN ($10.51B).Learn more on iShares Core S&P 500 ETF's institutional investors.

What percentage of iShares Core S&P 500 ETF's stock is owned by institutional investors?

70.12% of iShares Core S&P 500 ETF's stock is owned by institutional investors. Learn more on IVV's institutional investor holdings.

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

Of the 3,481 institutional investors that purchased iShares Core S&P 500 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($28.21M), New Vernon Capital Holdings II LLC ($24.73M), International Assets Investment Management LLC ($18.84M), Nisa Investment Advisors LLC ($10.94M), Envestnet Asset Management Inc. ($9.60M), Wealthfront Advisers LLC ($8.53M), and Proficio Capital Partners LLC ($8.12M).

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

Institutional investors have bought a total of 238,751,857 shares in the last 24 months. This purchase volume represents approximately $139.07B in transactions.

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

Of the 2,336 institutional investors that sold iShares Core S&P 500 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($10.24M), MKP Capital Management L.L.C. ($9.55M), Envestnet Asset Management Inc. ($8.44M), Capula Management Ltd ($7.72M), Prudential Financial Inc. ($4.16M), Nisa Investment Advisors LLC ($3.28M), and Bank of Montreal Can ($2.75M).

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

Institutional investors have sold a total of 104,893,964 shares in the last 24 months. This volume of shares sold represents approximately $62.92B in transactions.



This page (NYSEARCA:IVV) was last updated on 8/23/2025 by MarketBeat.com Staff
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