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

iShares Core S&P 500 ETF logo
$605.70 +5.44 (+0.91%)
As of 01/21/2025 04:10 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)
2159
Total
Institutional Inflows
(last 12 months)
$62.03B
Number of
Institutional Sellers
(last 12 months)
1711
Total
Institutional Outflows
(last 12 months)
$27.94B
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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
1/21/2025OLIO Financial Planning749$441K0.2%-18.4%0.000%
1/21/2025SWP Financial LLC38,319$22.56M13.6%+26.7%0.004%
1/21/2025Requisite Capital Management LLC136,313$80.24M16.4%-6.1%0.016%
1/21/20251834 Investment Advisors Co.10,294$6.06M0.8%-11.7%0.001%
1/21/2025Novare Capital Management LLC59,624$35.10M3.0%+1.5%0.007%
1/21/2025MKT Advisors LLC2,960$1.78M0.8%-3.0%0.000%
1/21/2025M3 Advisory Group LLC8,069$4.75M3.4%+3.6%0.001%
1/21/2025Harrell Investment Partners LLC1,496$881K0.2%-2.2%0.000%
1/21/2025Clarendon Private LLC2,118$1.25M1.3%N/A0.000%
1/21/2025Avaii Wealth Management LLC45,001$26.49M13.0%+3.2%0.005%
1/21/2025Flagship Private Wealth LLC43,159$25.41M12.2%+9.8%0.005%
1/21/2025Fort Henry Capital LLC63,719$37.51M26.8%-5.3%0.007%
1/21/2025Rockwood Wealth Management LLC8,682$5.13M0.6%+17.9%0.001%
1/21/2025Crescent Grove Advisors LLC106,722$62.83M6.2%-2.5%0.012%
1/21/2025RTD Financial Advisors Inc.149,431$87.97M11.3%-0.4%0.017%
1/21/2025Park Edge Advisors LLC604$356K0.1%+3.2%0.000%
1/21/2025KFG Wealth Management LLC3,849$2.27M0.4%-2.1%0.000%
1/21/2025Jamison Private Wealth Management Inc.8,328$4.90M0.7%+4.7%0.001%
1/21/2025Team Hewins LLC1,815$1.07M0.5%N/A0.000%
1/21/2025Asio Capital LLC69,534$40.93M7.7%+3.9%0.008%
1/21/2025First Citizens Bank & Trust Co.166,582$98.06M1.5%+37.2%0.019%
1/21/2025Archford Capital Strategies LLC2,612$1.54M0.2%+2.5%0.000%
1/21/2025Investment Research & Advisory Group Inc.1,323$779K0.2%-1.5%0.000%
1/21/2025Duncan Williams Asset Management LLC434$255K0.1%+16.0%0.000%
1/21/2025Precedent Wealth Partners LLC20,778$12.23M4.0%-2.0%0.002%
1/21/2025Smith Chas P & Associates PA Cpas77,991$45.91M2.6%-3.4%0.009%
1/21/2025Affiance Financial LLC9,402$5.54M1.3%-3.5%0.001%
1/21/2025AlphaMark Advisors LLC24,313$14.31M6.2%-4.3%0.003%
1/21/2025Anderson Hoagland & Co.24,871$14.93M1.5%-0.1%0.003%
1/21/2025Patton Albertson Miller Group LLC34,052$20.05M2.7%+83.5%0.004%
1/21/2025Jacksonville Wealth Management LLC908$535K0.5%N/A0.000%
1/21/2025Merkkuri Wealth Advisors LLC6,361$3.75M3.0%-10.8%0.001%
1/21/2025Flagship Harbor Advisors LLC11,366$6.69M0.4%+7.6%0.001%
1/21/2025Juncture Wealth Strategies LLC2,674$1.57M0.6%+101.8%0.000%
1/21/2025Insight Inv LLC123$72K0.1%N/A0.000%
1/21/2025Stewardship Advisors LLC104,665$61.61M17.1%-0.7%0.012%
1/21/2025B.O.S.S. Retirement Advisors LLC9,175$5.40M1.5%+370.8%0.001%
1/21/2025First Bancorp Inc ME 6,452$3.80M2.6%-1.0%0.001%
1/21/2025Grange Capital LLC962$566K0.6%N/A0.000%
1/21/2025Toth Financial Advisory Corp2,621$1.54M0.2%+5.5%0.000%
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1/21/2025Strategic Investment Management LLC81,472$47.96M16.5%+19,674.8%0.009%
1/21/2025Cedar Mountain Advisors LLC418$246K0.1%N/A0.000%
1/21/2025Monte Financial Group LLC980$577K0.2%-4.6%0.000%
1/21/2025CFS Investment Advisory Services LLC42,562$25.06M2.2%-46.4%0.005%
1/21/2025GSB Wealth Management LLC36,483$21.48M5.5%+4.4%0.004%
1/21/2025Grimes & Company Inc.240,376$141.51M4.1%+0.6%0.028%
1/21/2025SJS Investment Consulting Inc.1,672$984K0.2%+94.2%0.000%
1/21/2025Fenimore Asset Management Inc1,280$754K0.0%-1.5%0.000%
1/21/2025Lantz Financial LLC56,809$33.44M8.9%-0.8%0.007%
1/21/2025Cyndeo Wealth Partners LLC24,418$14.37M1.0%+7.1%0.003%
1/21/2025Geneos Wealth Management Inc.143,020$84.19M2.9%+3.1%0.017%
1/21/2025Legacy Wealth Management Inc513,576$302.33M19.4%+1.9%0.060%
1/21/2025Dynamic Advisor Solutions LLC49,888$29.37M1.3%-60.6%0.006%
1/21/2025Aspiring Ventures LLC1,123$674K0.5%N/A0.000%
1/21/2025Accel Wealth Management2,577$1.52M0.6%-3.4%0.000%
1/21/2025Fifth Third Bancorp1,705,415$1.00B3.6%+1.6%0.198%
1/21/2025Chemung Canal Trust Co.24,571$14.46M3.0%-1.2%0.003%
1/21/2025Firethorn Wealth Partners LLC17,970$10.58M5.3%-7.1%0.002%
1/21/2025Eclectic Associates Inc. ADV866$510K0.2%N/A0.000%
1/21/2025Goelzer Investment Management Inc.247,578$145.74M8.5%-1.0%0.029%
1/21/2025Gradient Investments LLC454$267K0.0%-34.0%0.000%
1/21/2025Curated Wealth Partners LLC11,991$7.06M0.8%+8.3%0.001%
1/21/2025Benin Management CORP2,850$1.68M0.5%+1.6%0.000%
1/21/2025Sachetta LLC3,330$1.96M0.8%+1.1%0.000%
1/21/2025CX Institutional93,015$54.76M2.2%+0.7%0.011%
1/21/2025Rodgers & Associates LTD2,598$1.53M0.2%-1.4%0.000%
1/21/2025Encompass More Asset Management5,219$3.07M1.0%N/A0.001%
1/21/2025Impact Partnership Wealth LLC2,550$1.50M0.3%+141.7%0.000%
1/21/2025Patriot Investment Management Group Inc.19,917$11.73M0.9%-5.4%0.002%
1/21/2025St. Johns Investment Management Company LLC6,856$4.04M1.9%-0.9%0.001%
1/21/2025Sound Income Strategies LLC9,383$5.52M0.3%-12.0%0.001%
1/21/2025LexAurum Advisors LLC2,932$1.73M0.3%+45.4%0.000%
1/21/2025RFG Advisory LLC53,057$31.23M0.9%-3.7%0.006%
1/21/2025ONE Advisory Partners LLC72,028$42.40M18.8%-2.6%0.008%
1/21/2025Shilanski & Associates Inc.609$358K0.1%N/A0.000%
1/21/2025Motive Wealth Advisors23,427$13.79M7.4%-1.2%0.003%
1/21/2025MFA Wealth Services19,954$11.75M9.4%N/A0.002%
1/21/2025One Wealth Management Investment & Advisory Services LLC4,749$2.80M4.4%-2.1%0.001%
1/21/2025McGlone Suttner Wealth Management Inc.2,921$1.72M0.3%+18.2%0.000%
1/21/2025Financial Partners Group LLC975$574K0.2%+15.0%0.000%
1/21/2025Cornerstone Wealth Management LLC79,311$46.69M3.2%-1.3%0.009%
1/21/2025Heritage Wealth Management Inc. Texas500$294K0.2%-33.3%0.000%
1/21/2025Brighton Jones LLC39,685$23.36M0.7%-4.1%0.005%
1/21/2025Lincoln Capital Corp7,650$4.50M1.9%-1.4%0.001%
1/21/2025Hengehold Capital Management LLC30,995$18.25M1.7%+7.9%0.004%
1/21/2025Seneca House Advisors1,100$647K0.3%+6.6%0.000%
1/21/2025Astoria Strategic Wealth Inc.11,039$6.50M1.9%+0.3%0.001%
1/21/2025Montecito Bank & Trust25,589$15.06M2.6%+3.1%0.003%
1/17/2025 Cerro Pacific Wealth Advisors LLC3,795$2.19M0.7%-0.8%0.000%
1/17/2025 New Century Financial Group LLC9,366$5.57M2.4%-21.8%0.001%
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1/17/2025 Apeiron RIA LLC36,609$21.55M6.0%+3.6%0.004%
1/17/2025 Veracity Capital LLC1,611$948K0.3%+7.9%0.000%
1/17/2025 Secure Asset Management LLC27,859$16.40M2.5%+9.2%0.003%
1/17/2025 Verde Capital Management639$376K0.1%+30.9%0.000%
1/17/2025 Seros Financial LLC492$269K0.2%N/A0.000%
1/17/2025 Red Door Wealth Management LLC18,233$10.73M1.6%+4.0%0.002%
1/17/2025 Arkansas Financial Group Inc.57,680$33.96M5.5%+2.0%0.007%
1/17/2025 Madrona Financial Services LLC53,243$31.34M8.5%+15.7%0.006%
1/17/2025 Galvin Gaustad & Stein LLC7,367$4.34M0.4%-16.6%0.001%
1/17/2025 Vantagepoint Investment Advisers LLC166,970$98.29M15.7%-56.1%0.019%
(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, 3,356 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. ($12.07B), 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 2,945 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), JPMorgan Chase & Co. ($19.57M), International Assets Investment Management LLC ($18.91M), Providence Capital Advisors LLC ($11.39M), Envestnet Asset Management Inc. ($10.82M), Marshall Wace LLP ($10.49M), 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 281,262,247 shares in the last 24 months. This purchase volume represents approximately $132.99B in transactions.

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

Of the 2,389 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. ($4.72M), Citigroup Inc. ($4.10M), Northwestern Mutual Wealth Management Co. ($3.94M), and Soundwatch Capital LLC ($2.87M).

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

Institutional investors have sold a total of 106,019,952 shares in the last 24 months. This volume of shares sold represents approximately $50.92B in transactions.


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This page (NYSEARCA:IVV) was last updated on 1/22/2025 by MarketBeat.com Staff
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