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

iShares Core S&P 500 ETF logo
$540.19 -1.33 (-0.25%)
Closing price 04/15/2025 04:10 PM Eastern
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$533.90 -6.29 (-1.16%)
As of 04:09 AM 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)
2583
Total
Institutional Inflows
(last 12 months)
$107.97B
Number of
Institutional Sellers
(last 12 months)
1890
Total
Institutional Outflows
(last 12 months)
$31.91B
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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
4/15/2025FMB Wealth Management2,181$1.23M0.7%+3.7%0.000%
4/15/2025Kelly Financial Services LLC67,380$37.86M13.2%-2.4%0.007%
4/15/2025Members Wealth LLC36,849$20.71M15.6%+22.6%0.004%
4/15/2025Sapient Capital LLC14,907$8.38M0.2%+4.4%0.001%
4/15/2025Balanced Wealth Group LLC1,971$1.11M0.5%-3.2%0.000%
4/15/2025Greenwood Capital Associates LLC39,049$21.94M3.0%-30.2%0.004%
4/15/2025Braun Bostich & Associates Inc.397$223K0.2%-10.8%0.000%
4/15/2025First United Bank & Trust6,748$3.79M1.4%+2.6%0.001%
4/15/2025GPS Wealth Strategies Group LLC17,371$9.76M1.3%+30.1%0.002%
4/15/2025Fifth Third Bancorp1,689,117$949.12M3.6%-1.0%0.164%
4/15/2025Two West Capital Advisors LLC6,231$3.35M2.8%+7.8%0.001%
4/15/2025Simon Quick Advisors LLC112,729$63.34M3.6%-6.7%0.011%
4/15/2025Axecap Investments LLC1,045$587K0.5%-40.2%0.000%
4/15/2025Arvest Investments Inc.33,875$19.04M3.0%-9.0%0.003%
4/15/2025Zhang Financial LLC25,112$14.11M0.7%+3.5%0.002%
4/15/2025Paladin Advisory Group LLC6,880$3.87M3.1%+10.3%0.001%
4/15/2025Noble Wealth Management PBC1,169$657K0.4%-46.2%0.000%
4/15/2025Flywheel Private Wealth LLC6,337$3.56M3.2%-1.7%0.001%
4/15/2025Chris Bulman Inc909$511K0.3%-30.2%0.000%
4/15/2025Magnolia Private Wealth LLC4,831$2.72M1.5%+86.0%0.000%
4/15/2025Visionary Horizons LLC424$238K0.2%+19.8%0.000%
4/15/2025McKinley Carter Wealth Services Inc.167,606$94.18M5.8%-8.5%0.016%
4/15/2025Trinity Financial Advisors LLC4,409$2.48M0.5%+1,094.9%0.000%
4/15/2025Transform Wealth LLC27,910$15.68M0.9%+96.7%0.003%
4/15/2025Ironwood Financial llc96,928$54.46M11.7%+0.0%0.009%
4/15/2025Focus Financial Network Inc.189,775$106.63M4.4%+0.7%0.018%
4/15/2025InTrack Investment Management Inc6,038$3.39M3.1%+40.8%0.001%
4/15/2025Donaldson Capital Management LLC2,822$1.59M0.1%+88.6%0.000%
4/15/2025Foresight Capital Management Advisors Inc.7,048$3.96M2.5%+0.3%0.001%
4/15/2025Ellenbecker Investment Group334,832$188.14M33.8%-8.3%0.033%
4/15/2025Fiduciary Advisors Inc.3,525$1.98M2.0%-2.7%0.000%
4/15/2025Northeast Investment Management7,543$4.24M0.2%-6.8%0.001%
4/15/2025Leonard Rickey Investment Advisors P.L.L.C.1,952$1.06M0.2%-2.1%0.000%
4/15/2025USA Financial Formulas60,692$34.10M5.6%-2.6%0.006%
4/15/2025My Legacy Advisors LLC15,934$8.95M3.5%-3.9%0.002%
4/15/2025Curbstone Financial Management Corp4,462$2.51M0.5%-16.8%0.000%
4/15/2025Alhambra Investment Management LLC405$228K0.1%-5.8%0.000%
4/15/2025Strategic Equity Management4,580$2.57M1.1%+6.5%0.000%
4/15/2025CX Institutional92,636$52.05M2.0%-0.4%0.009%
4/15/2025Latko Wealth Management Ltd.72,756$40.88M26.5%-3.1%0.007%
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4/15/2025Kozak & Associates Inc.222$120K0.0%-36.6%0.000%
4/15/2025MV Capital Management Inc.117,097$65.80M7.1%-13.1%0.011%
4/15/2025Integrated Advisors Network LLC177,815$99.91M5.0%+3.4%0.017%
4/15/2025Integral Investment Advisors Inc.1,001$563K0.2%+6.9%0.000%
4/15/2025Orgel Wealth Management LLC487,398$273.87M7.1%+7.1%0.047%
4/15/2025Atwood & Palmer Inc.1,760$989K0.1%-17.1%0.000%
4/15/2025Collier Financial1,022$574K0.5%-93.2%0.000%
4/15/2025SG Americas Securities LLC2,500,000$1.40B4.6%+11,329.6%0.243%
4/15/2025Financial Council LLC8,481$4.77M2.6%-3.7%0.001%
4/15/2025Curated Wealth Partners LLC14,031$7.88M1.0%+17.0%0.001%
4/15/2025Corrigan Financial Inc.5,104$2.87M0.6%+2.4%0.000%
4/15/2025Parsons Capital Management Inc. RI24,626$13.84M0.8%-1.4%0.002%
4/15/2025Home Federal Bank of Tennessee225,089$126.48M37.4%+2.1%0.022%
4/15/2025SJS Investment Consulting Inc.2,227$1.25M0.2%+33.2%0.000%
4/15/2025Sonora Investment Management Group LLC4,503$2.53M0.2%-5.6%0.000%
4/15/2025Paragon Advisors LLC1,563$878K0.3%+16.6%0.000%
4/15/2025Ameliora Wealth Management Ltd.18,038$10.14M3.8%+1.2%0.002%
4/15/2025Accurate Wealth Management LLC2,854$1.53M0.3%-26.6%0.000%
4/15/2025Fiduciary Financial Group LLC1,390$733K0.2%+8.4%0.000%
4/15/2025Simplicity Wealth LLC83,044$46.66M3.6%+56.9%0.008%
4/15/2025West Paces Advisors Inc.5,960$3.35M0.8%+3.5%0.001%
4/15/2025 GAMMA Investing LLC7,321$4.11M0.3%+16.4%0.001%
4/15/2025Wealthcare Capital Management LLC4,129$2.32M0.2%-5.6%0.000%
4/15/2025Wealthcare Advisory Partners LLC59,700$33.55M0.9%+45.1%0.006%
4/15/2025Signet Financial Management LLC12,591$7.08M1.0%+50.8%0.001%
4/15/2025Fourpath Capital Management LLC1,089$612K0.1%-3.1%0.000%
4/15/2025Requisite Capital Management LLC121,275$68.14M15.4%-11.0%0.012%
4/14/2025 Harbor Capital Advisors Inc.44,551$25.03M1.1%+1,659.5%0.004%
4/14/2025 Truefg LLC9,420$5.29M1.7%-0.6%0.001%
4/14/2025 Regatta Capital Group LLC1,020$573K0.1%+14.0%0.000%
4/14/2025 Parisi Gray Wealth Management25,088$14.10M4.6%-2.7%0.002%
4/14/2025 Panoramic Capital Partners LLC46,775$26.28M24.6%+10.5%0.005%
4/14/2025 Objectivity Squared LLC1,491$801K0.7%+1.4%0.000%
4/14/2025 Octavia Wealth Advisors LLC3,486$1.96M0.2%+4.1%0.000%
4/14/2025 Muirfield Wealth Advisors LLC1,562$878K0.7%-23.2%0.000%
4/14/2025 Midland Wealth Advisors LLC354,721$199.32M11.7%-3.0%0.034%
4/14/2025 Investment Advisory Group LLC21,083$11.85M4.0%+2.6%0.002%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.2,324$1.23M0.5%+3.8%0.000%
4/14/2025 Tounjian Advisory Partners LLC6,662$3.74M0.7%N/A0.001%
4/14/2025 Northstar Advisory Group LLC10,769$6.05M4.0%-62.7%0.001%
4/14/2025 PFS Partners LLC10,816$6.08M3.2%+6.7%0.001%
4/14/2025 Farther Finance Advisors LLC400,853$225.99M5.8%+25.9%0.039%
4/14/2025 Daymark Wealth Partners LLC10,407$5.85M0.2%-6.0%0.001%
4/14/2025 Great Waters Wealth Management1,255$705K0.1%-7.5%0.000%
4/14/2025 Range Financial Group LLC2,469$1.39M0.6%-0.8%0.000%
4/14/2025 Portside Wealth Group LLC9,110$5.12M0.8%+7.3%0.001%
4/14/2025 Moss Adams Wealth Advisors LLC3,146$1.77M0.2%+28.9%0.000%
4/14/2025 Wiser Wealth Management Inc31,273$17.57M4.9%+8.9%0.003%
4/14/2025 NewSquare Capital LLC674$379K0.0%-22.9%0.000%
4/14/2025 Selective Wealth Management Inc.11,260$6.05M2.6%-1.0%0.001%
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4/14/2025 Toth Financial Advisory Corp2,411$1.36M0.2%-8.0%0.000%
4/14/2025 Baldwin Wealth Partners LLC MA16,373$9.20M0.6%+3.1%0.002%
4/14/2025 Fenimore Asset Management Inc1,200$674K0.0%-6.3%0.000%
4/14/2025 Courier Capital LLC124,718$70.08M4.6%+2.7%0.012%
4/14/2025 Wesbanco Bank Inc.25,763$14.48M0.5%+0.7%0.003%
4/14/2025 Centricity Wealth Management LLC7,498$4.21M3.8%+2.8%0.001%
4/14/2025 Outlook Wealth Advisors LLC32,315$18.16M5.1%+8.9%0.003%
4/14/2025 McDonough Capital Management Inc530$298K0.2%+14.2%0.000%
4/14/2025 First Citizens Bank & Trust Co.165,413$92.95M1.6%-0.7%0.016%
4/14/2025 Sherman Asset Management Inc.34,633$19.46M18.6%+3.8%0.003%
(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, 3,757 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 3,306 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 364,996,048 shares in the last 24 months. This purchase volume represents approximately $186.34B in transactions.

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

Of the 2,502 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 107,666,500 shares in the last 24 months. This volume of shares sold represents approximately $53.93B in transactions.


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This page (NYSEARCA:IVV) was last updated on 4/16/2025 by MarketBeat.com Staff
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