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

iShares Core S&P 500 ETF logo
$593.33 +6.50 (+1.11%)
(As of 12/20/2024 05:45 PM ET)
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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)
2127
Total
Institutional Inflows
(last 12 months)
$54.51B
Number of
Institutional Sellers
(last 12 months)
1706
Total
Institutional Outflows
(last 12 months)
$21.75B
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IVV Institutional Buying and Selling by Quarter

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
12/19/2024 Independent Solutions Wealth Management LLC925$534K0.1%+44.1%0.000%
12/18/2024 Syntax Research Inc.20,824$12.01M8.1%+1.3%0.002%
12/16/2024 SMART Wealth LLC1,262$728K0.3%+32.4%0.000%
12/13/2024 B. Riley Wealth Advisors Inc.205,338$117.57M3.3%-3.6%0.024%
12/12/2024 Brass Tax Wealth Management Inc.9,141$5.27M2.0%-1.3%0.001%
12/11/2024 1ST Source Bank3,256$1.88M0.1%-6.0%0.000%
12/11/2024 Alternative Investment Advisors LLC.127,445$73.51M38.7%+8.3%0.015%
12/10/2024 Birmingham Capital Management Co. Inc. AL6,593$3.80M1.4%-2.4%0.001%
12/10/2024 Garden State Investment Advisory Services LLC3,193$1.84M0.5%-10.0%0.000%
12/6/2024 Retirement Systems of Alabama29,331$16.92M0.1%-0.5%0.003%
12/3/2024 Garde Capital Inc.1,876$1.08M0.1%-3.3%0.000%
12/3/2024 Denver PWM LLC3,848$2.22M0.8%-2.5%0.000%
12/3/2024 Boulder Wealth Advisors LLC46,409$26.77M14.5%N/A0.005%
12/2/2024 Beaird Harris Wealth Management LLC19,105$11.02M1.0%+2.5%0.002%
11/29/2024 American Trust2,473$1.43M0.1%-10.0%0.000%
11/27/2024 Franklin Resources Inc.922,718$541.07M0.2%+0.2%0.107%
11/26/2024 Peapack Gladstone Financial Corp63,504$36.63M0.5%+27.6%0.007%
11/25/2024 Synovus Financial Corp36,046$20.79M0.2%-9.9%0.004%
11/25/2024 Tidal Investments LLC603,983$348.39M3.6%+20.2%0.070%
11/25/2024 Cim Investment Management Inc.125,803$72.57M21.5%+1.7%0.015%
11/25/2024 Destination Wealth Management128,401$74.06M2.3%-0.1%0.015%
11/25/2024 Wilmington Savings Fund Society FSB102,332$59.03M1.1%+14.4%0.012%
11/25/2024 Broadview Financial Management LLC25,872$14.92M10.1%-2.7%0.003%
11/25/2024 Sfmg LLC247,405$142.71M11.6%+1.1%0.029%
11/25/2024 World Investment Advisors LLC33,296$19.21M0.5%+3.2%0.004%
11/25/2024 Sanctuary Advisors LLC542,388$324.59M2.1%-12.4%0.063%
11/25/2024 Pine Valley Investments Ltd Liability Co24,109$13.91M0.8%-1.2%0.003%
11/22/2024 Stock Yards Bank & Trust Co.150,054$86.55M2.8%-4.5%0.017%
11/22/2024 Eaton Financial Holdings Company LLC17,021$9.82M4.0%N/A0.002%
11/22/2024 Fulcrum Equity Management373$215K0.2%N/A0.000%
11/21/2024 Tudor Financial Inc.6,911$3.99M2.5%N/A0.001%
11/21/2024 SkyView Investment Advisors LLC79,815$46.04M7.7%+1.1%0.009%
11/20/2024 SOA Wealth Advisors LLC.4,330$2.50M0.5%-6.4%0.001%
11/20/2024 Advisory Resource Group17,126$9.88M2.1%-4.3%0.002%
11/19/2024 McIlrath & Eck LLC6,048$3.49M0.4%+4.2%0.001%
11/19/2024 Invst LLC129,296$74.58M9.0%-32.8%0.015%
11/19/2024 Ballentine Capital Advisors Inc678$391K0.2%-3.8%0.000%
11/19/2024 Discipline Wealth Solutions LLC4,555$2.63M1.4%+1,089.3%0.001%
11/19/2024 M&T Bank Corp1,415,334$816.39M2.7%+0.4%0.164%
11/19/2024 Hohimer Wealth Management LLC6,866$3.96M0.9%+16.1%0.001%
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11/18/2024 Soltis Investment Advisors LLC44,135$25.46M2.5%+4.6%0.005%
11/18/2024 Rehmann Capital Advisory Group63,248$36.48M2.4%-0.3%0.007%
11/18/2024 TD Private Client Wealth LLC61,224$35.32M1.0%-43.9%0.007%
11/18/2024 Hobbs Group Advisors LLC1,035$597K0.2%+8.5%0.000%
11/18/2024 Arete Wealth Advisors LLC12,327$7.08M0.6%-39.9%0.001%
11/18/2024 Asset Allocation Strategies LLC2,341$1.35M0.4%+514.4%0.000%
11/18/2024 Sunbelt Securities Inc.37,968$21.90M2.1%+0.3%0.004%
11/18/2024 Toronto Dominion Bank2,788$1.61M0.0%+1.4%0.000%
11/18/2024 Continental Investors Services Inc.4,150$2.37M4.9%-5.6%0.000%
11/18/2024 Coldstream Capital Management Inc.747,214$432.05M9.3%+6.4%0.087%
11/18/2024 Strait & Sound Wealth Management LLC582$336K0.2%-16.9%0.000%
11/18/2024 Mittelman Wealth Management1,211$699K0.4%-2.0%0.000%
11/18/2024 Orion Capital Management LLC29,033$16.75M8.1%+12.3%0.003%
11/18/2024 GG Group Ventures LLC522$311K0.5%-24.0%0.000%
11/18/2024 JDM Financial Group LLC24,772$14.29M7.8%-23.2%0.003%
11/15/2024 MidWestOne Financial Group Inc.6,989$4.03M0.6%+0.6%0.001%
11/15/2024 Frisch Financial Group Inc.1,313$757K0.2%-5.4%0.000%
11/15/2024 Clarity Asset Management Inc.319$184K0.1%+9.2%0.000%
11/15/2024 Brophy Wealth Management LLC1,972$1.14M0.4%N/A0.000%
11/15/2024 High Falls Advisors Inc121,409$70.03M16.0%-11.5%0.014%
11/15/2024 Resources Management Corp CT ADV4,244$2.45M0.3%-3.9%0.000%
11/15/2024 M&T Bank Corp1,415,334$816.39M2.3%+0.4%0.164%
11/15/2024 Executive Wealth Management LLC3,404$1.96M0.2%N/A0.000%
11/15/2024 Barclays PLC617,167$355.99M0.1%+1,001.4%0.072%
11/15/2024 Continuum Advisory LLC15,699$9.36M1.2%-1.0%0.002%
11/15/2024 LRI Investments LLC78$47K0.0%-25.7%0.000%
11/15/2024 Drucker Wealth 3.0 LLC1,032$595K0.1%-21.3%0.000%
11/15/2024 Hamilton Capital LLC2,075$1.19M0.1%+5.5%0.000%
11/15/2024 EWA LLC7,996$4.77M1.7%+1,134.0%0.001%
11/15/2024 Cape Cod Five Cents Savings Bank165,392$90.51M8.6%-3.6%0.019%
11/15/2024 Glass Jacobson Investment Advisors llc4,572$2.64M0.9%+49.3%0.001%
11/15/2024 Raab & Moskowitz Asset Management LLC8,158$4.71M1.2%-0.6%0.001%
11/15/2024 MML Investors Services LLC2,237,258$1.29B4.7%-1.4%0.259%
11/15/2024 Legacy Investment Solutions LLC163$98K0.1%N/A0.000%
11/15/2024 Headinvest LLC3,915$2.26M0.4%-7.7%0.000%
11/15/2024 Northeast Financial Consultants Inc15,778$9.10M0.4%+2.7%0.002%
11/15/2024 Mosaic Financial Group LLC22,608$13.04M9.3%+0.3%0.003%
11/15/2024 Main Management LLC336$194K0.0%+43.0%0.000%
11/15/2024 Dunhill Financial LLC377$217K0.1%+55.1%0.000%
11/15/2024 Bontempo Ohly Capital Mgmt LLC101,759$58.70M26.8%+0.9%0.012%
11/15/2024 MCIA Inc740$444K0.1%-18.4%0.000%
11/15/2024 Orion Portfolio Solutions LLC430,921$248.56M5.4%-19.4%0.050%
11/15/2024 World Investment Advisors LLC459,979$265.33M1.5%+1,325.8%0.053%
11/15/2024 XTX Topco Ltd1,030$594K0.0%N/A0.000%
11/15/2024 Zacks Investment Management6,712$3.87M0.0%+43.3%0.001%
11/15/2024 Zega Financial LLC7,589$4.38M0.7%-1.4%0.001%
11/15/2024 National Bank of Canada FI48,659$28.07M0.0%-9.5%0.006%
11/15/2024 Glen Eagle Advisors LLC15,586$8.99M1.5%-0.6%0.002%
11/15/2024 EP Wealth Advisors LLC104,160$60.08M0.5%+30.2%0.012%
11/15/2024 Insigneo Advisory Services LLC7,350$4.24M0.4%+31.8%0.001%
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11/15/2024 Kovitz Investment Group Partners LLC439,700$253.63M1.6%+47.8%0.051%
11/15/2024 Voya Financial Advisors Inc.77,556$44.52M4.8%-7.2%0.009%
11/15/2024 Wellington Management Group LLP362,093$208.86M0.0%-2.7%0.042%
11/15/2024 Weaver Consulting Group7,703$4.44M1.4%-0.9%0.001%
11/15/2024 Two Sigma Advisers LP256,800$148.13M0.3%-12.9%0.030%
11/15/2024 Soros Fund Management LLC215,000$124.02M1.8%N/A0.025%
11/15/2024 State Street Corp527,418$304.23M0.0%+0.5%0.061%
11/15/2024 Stifel Financial Corp726,483$419.06M0.4%-3.8%0.084%
11/15/2024 Swmg LLC98,256$58.97M24.3%+3.3%0.011%
11/15/2024 Safe Harbor Fiduciary LLC57$33K0.0%N/A0.000%
(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, 3,327 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. ($19.73B), Northwestern Mutual Wealth Management Co. ($15.52B), Creative Planning ($12.33B), Marshall Wace LLP ($12.32B), JPMorgan Chase & Co. ($10.60B), and PNC Financial Services Group Inc. ($8.53B).Learn more on IVV's institutional investors.

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

Of the 2,906 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 ($53.37M), International Assets Investment Management LLC ($18.91M), JPMorgan Chase & Co. ($17.39M), Providence Capital Advisors LLC ($11.39M), Envestnet Asset Management Inc. ($10.82M), Marshall Wace LLP ($10.49M), and Envestnet Portfolio Solutions Inc. ($5.83M).

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

Institutional investors have bought a total of 271,478,056 shares in the last 24 months. This purchase volume represents approximately $126.34B in transactions.

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

Of the 2,360 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), Bank of America Corp DE ($7.93M), Envestnet Asset Management Inc. ($4.72M), Citigroup Inc. ($4.10M), Northwestern Mutual Wealth Management Co. ($3.94M), Soundwatch Capital LLC ($2.87M), and BlackRock Inc. ($2.67M).

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

Institutional investors have sold a total of 95,360,497 shares in the last 24 months. This volume of shares sold represents approximately $44.49B in transactions.


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This page (NYSEARCA:IVV) was last updated on 12/21/2024 by MarketBeat.com Staff
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