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

iShares Core S&P 500 ETF logo
$602.87 -10.59 (-1.73%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$603.33 +0.46 (+0.08%)
As of 02/21/2025 07:56 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)

Number of
Institutional Buyers
(last 12 months)
2550
Total
Institutional Inflows
(last 12 months)
$104.20B
Number of
Institutional Sellers
(last 12 months)
1854
Total
Institutional Outflows
(last 12 months)
$32.34B
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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
2/22/2025 American Trust9,830$5.79M0.4%+297.5%0.001%
2/21/2025Ascent Group LLC17,875$10.52M0.8%-18.9%0.002%
2/21/2025WNY Asset Management LLC6,871$4.05M0.5%+17.1%0.001%
2/21/2025Fidelity D & D Bancorp Inc.354$208K0.2%N/A0.000%
2/21/2025Putney Financial Group LLC80$47K0.0%N/A0.000%
2/21/2025Aurdan 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%
2/21/2025Vermillion 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%
2/20/2025Griffith & Werner Inc.1,012$596K0.4%N/A0.000%
2/20/2025Sunbeam Capital Management LLC8,958$5.27M11.3%N/A0.001%
2/20/2025Michels Family Financial LLC6,599$3.89M3.6%N/A0.001%
2/20/2025Westfuller Advisors LLC16,094$9.47M6.0%+11.3%0.002%
2/20/2025Peak Retirement Planning Inc.789$465K0.3%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC730$430K0.1%-29.3%0.000%
2/20/2025Revisor 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%
2/19/2025 Richmond Investment Services LLC727$428K0.2%N/A0.000%
2/19/2025 Columbia River Financial Group LLC449$264K0.2%N/A0.000%
2/19/2025 North Star Asset Management Inc.3,687$2.17M0.1%+8.5%0.000%
2/19/2025 Invst LLC90,986$53.56M6.5%-29.6%0.011%
2/19/2025 Retirement Planning Group LLC NY1,564$920K1.0%N/A0.000%
2/19/2025 Pinney & Scofield Inc.1,134$668K0.5%N/A0.000%
2/19/2025 University of Texas Texas AM Investment Management Co.429,762$252.99M29.9%+2,635.9%0.050%
2/19/2025 Parr Mcknight Wealth Management Group LLC57,259$33.71M4.8%N/A0.007%
2/19/2025 WCG Wealth Advisors LLC52,357$30.82M2.0%+1.5%0.006%
2/19/2025 Public Employees Retirement System of Ohio413,175$243.23M0.8%N/A0.048%
2/18/2025 Wick Capital Partners LLC33,163$19.52M5.8%+3.2%0.004%
2/18/2025 McMill Wealth Management9,337$5.50M2.2%N/A0.001%
2/18/2025 Western Wealth Management LLC2,493$1.47M0.4%-93.0%0.000%
2/18/2025 Investment Management Corp VA ADV14,874$8.76M7.8%N/A0.002%
2/18/2025 Helium Advisors LLC6,654$3.92M3.1%N/A0.001%
2/18/2025 BIP Alliance LLC961$566K0.2%N/A0.000%
2/18/2025 Breakthru Advisory Services LLC29,601$17.43M15.8%N/A0.003%
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2/18/2025 Sunbelt Securities Inc.36,538$21.59M1.9%-3.8%0.004%
2/18/2025 GTS Securities LLC51,603$30.37M1.5%+7.7%0.006%
2/18/2025 Fourth Dimension Wealth LLC520$306K0.2%N/A0.000%
2/18/2025 Stonebridge Financial Planning Group LLC10,238$6.03M2.7%-0.2%0.001%
2/18/2025 Vise Technologies Inc.21,872$12.88M1.1%+137.0%0.003%
2/18/2025 Pettinga Financial Advisors LLC70,373$41.43M9.4%-2.2%0.008%
2/18/2025 Retirement Planning Group LLC11,792$6.94M0.3%+1.3%0.001%
2/18/2025 AAF Wealth Management LLC75,215$44.28M22.5%+1.9%0.009%
2/18/2025 Navalign LLC1,391$819K0.2%-4.3%0.000%
2/18/2025 Connecticut Wealth Management LLC17,721$10.43M0.5%-6.8%0.002%
2/18/2025 Headinvest LLC3,771$2.22M0.4%-3.7%0.000%
2/18/2025 City National Bank of Florida MSD47,081$27.72M25.3%N/A0.005%
2/18/2025 JT Stratford LLC11,479$6.77M1.1%+7.6%0.001%
2/18/2025 Cornerstone Advisory LLC65,700$40.25M4.6%-1.8%0.008%
2/18/2025 Nepc LLC15,150$8.92M0.2%+0.2%0.002%
2/18/2025 Mosaic Family Wealth Partners LLC2,184$1.29M0.2%-14.6%0.000%
2/18/2025 Pinnacle Financial Group LLC IL965$568K0.2%+27.6%0.000%
2/18/2025 Harmony Asset Management LLC511$301K0.1%-16.0%0.000%
2/18/2025 49 Wealth Management LLC7,931$4.67M0.7%-3.4%0.001%
2/18/2025 Orion Capital Management LLC31,626$18.62M8.2%+8.9%0.004%
2/18/2025 McIlrath & Eck LLC5,911$3.48M0.4%-2.3%0.001%
2/18/2025 JDM Financial Group LLC24,666$14.52M7.5%-0.4%0.003%
2/18/2025 Novem Group18,300$10.77M1.6%N/A0.002%
2/18/2025 MidWestOne Financial Group Inc.6,492$3.82M0.5%-7.1%0.001%
2/18/2025 Focus Partners Advisor Solutions LLC28,113$16.55M0.3%+3.3%0.003%
2/18/2025 First Heartland Consultants Inc.15,551$9.16M0.9%+6.0%0.002%
2/18/2025 Kolinsky Wealth Management LLC1,191$701K0.4%+42.0%0.000%
2/18/2025 Continuum Advisory LLC15,189$8.94M1.1%-3.2%0.002%
2/18/2025 Ames National Corp51,324$30.21M19.2%N/A0.006%
2/18/2025 NCM Capital Management LLC2,384$1.40M0.6%-2.0%0.000%
2/18/2025 Glen Eagle Advisors LLC17,632$10.38M1.7%+13.1%0.002%
2/18/2025 White Knight Strategic Wealth Advisors LLC1,280$754K0.3%N/A0.000%
2/18/2025 Mpwm Advisory Solutions LLC241$142K0.1%N/A0.000%
2/18/2025 Talisman Wealth Advisors LLC1,955$1.15M1.2%-22.9%0.000%
2/18/2025 Lantern Wealth Advisors LLC2,504$1.47M1.0%-3.1%0.000%
2/18/2025 Delta Investment Management LLC22,267$13.11M2.6%-7.2%0.003%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,230,000$724.08M0.2%-20.2%0.143%
2/17/2025 US Financial Advisors LLC55,665$32.77M10.1%+2.5%0.006%
2/17/2025 Vista Investment Management2,027$1.19M0.5%-1.5%0.000%
2/17/2025 Voloridge Investment Management LLC327,000$192.50M0.7%-53.0%0.038%
2/17/2025 Waverly Advisors LLC918,204$540.53M8.4%+5.9%0.106%
2/17/2025 Williams Jones Wealth Management LLC.17,254$10.16M0.1%-0.7%0.002%
2/17/2025 Willis Johnson & Associates Inc.30,475$17.94M1.4%-3.0%0.004%
2/17/2025 Wilshire Advisors LLC172,483$101.54M37.1%+29.0%0.020%
2/17/2025 Windsor Advisory Group LLC50$29K0.0%+100.0%0.000%
2/17/2025 Zurich Insurance Group Ltd FI10,270$6.08M0.0%N/A0.001%
2/17/2025 Vermillion & White Wealth Management Group LLC38,971$22.94M16.9%+9.3%0.005%
2/17/2025 Vident Advisory LLC10,789$6.35M0.1%+63.8%0.001%
2/17/2025 Vienna Asset Management LLC797$469K0.3%+56.0%0.000%
2/17/2025 Visionary Wealth Advisors88,852$52.31M3.1%-1.0%0.010%
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2/17/2025 Vivaldi Capital Management LP10,786$6.50M1.0%+14.8%0.001%
2/17/2025 Waters Parkerson & CO. LLC24,626$14.50M0.8%+34.3%0.003%
2/17/2025 Westwood Holdings Group Inc.69,196$40.73M0.3%+225.6%0.008%
2/17/2025 Wimmer Associates 1 LLC1,295$762K0.4%+3.6%0.000%
2/17/2025 St. Clair Advisors LLC190,926$112.40M32.3%N/A0.022%
2/17/2025 Two Sigma Investments LP560,100$329.72M0.7%+119.3%0.065%
2/17/2025 Texas Bank & Trust Co563$331K0.1%N/A0.000%
2/17/2025 Tidal Investments LLC686,748$404.28M3.2%+13.7%0.080%
2/17/2025 Triune Financial Partners LLC6,543$3.85M1.2%-0.4%0.001%
2/17/2025 Stonebrook Private Inc.945$556K0.1%-4.7%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, 3,713 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 3,271 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 356,900,504 shares in the last 24 months. This purchase volume represents approximately $181.58B in transactions.

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

Of the 2,483 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 107,565,755 shares in the last 24 months. This volume of shares sold represents approximately $53.75B in transactions.



This page (NYSEARCA:IVV) was last updated on 2/22/2025 by MarketBeat.com Staff
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