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

iShares Core S&P 500 ETF logo
$624.65 -10.25 (-1.61%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$624.24 -0.41 (-0.07%)
As of 08/1/2025 07:59 PM Eastern
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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)
2752
Total
Institutional Inflows
(last 12 months)
$140.28B
Number of
Institutional Sellers
(last 12 months)
2247
Total
Institutional Outflows
(last 12 months)
$43.06B
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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
8/1/2025Oarsman Capital Inc.29,012$18.01M2.8%-1.1%0.003%
8/1/2025Corrado Advisors LLC2,287$1.42M0.9%+4.3%0.000%
8/1/2025Bank of Jackson Hole Trust7,654$4.75M2.7%+2.5%0.001%
8/1/2025Motco6,329$4.02M0.4%-57.9%0.001%
8/1/2025Biltmore Family Office LLC5,107$3.17M0.5%-1.4%0.001%
8/1/2025Bull Oak Capital LLC104,627$64.96M29.6%+8.5%0.010%
8/1/2025PCA Investment Advisory Services Inc.59,721$37.08M15.6%+13.1%0.006%
8/1/2025Milestone Asset Management Group LLC7,381$4.58M3.4%+9.2%0.001%
8/1/2025SwitchPoint Financial Planning LLC1,785$1.11M0.9%+197.5%0.000%
8/1/2025Ferguson Shapiro LLC334$207K0.1%N/A0.000%
8/1/2025James Investment Research Inc.3,360$2.09M0.2%+3.1%0.000%
8/1/2025Planning Directions Inc.611$379K0.2%-16.3%0.000%
8/1/2025Redmond Asset Management LLC1,636$1.02M0.2%-5.6%0.000%
8/1/2025Mizuho Markets Americas LLC73,929$45.90M1.4%-63.2%0.007%
8/1/2025Zhang Financial LLC26,633$16.54M0.8%+6.1%0.003%
8/1/2025Capital Investment Counsel LLC2,605$1.62M0.3%-4.5%0.000%
8/1/2025New York Life Investment Management LLC23,854$14.81M0.1%+62.4%0.002%
8/1/2025Private Wealth Partners LLC8,421$5.23M0.4%-5.5%0.001%
8/1/2025Heritage Wealth Management Inc. Texas1,115$692K0.3%+96.3%0.000%
8/1/2025Integral Investment Advisors Inc.1,136$706K0.2%+13.5%0.000%
8/1/2025Wincap Financial LLC8,008$4.97M4.0%+47.2%0.001%
8/1/2025First National Trust Co23,836$14.80M0.6%-0.7%0.002%
8/1/2025Redwood Park Advisors LLC456$283K0.2%-13.1%0.000%
8/1/2025Purkiss Capital Advisors LLC551$342K0.2%-3.8%0.000%
8/1/2025Clark Asset Management LLC4,465$2.77M0.4%+2.3%0.000%
8/1/2025Tevis Investment Management385$239K0.2%-37.8%0.000%
8/1/2025Centerpoint Advisors LLC130,112$80.79M27.4%+3.3%0.013%
8/1/2025May Hill Capital LLC81,710$50.73M16.7%-7.0%0.008%
8/1/2025Petra Financial Advisors Inc.788$489K0.3%+2.2%0.000%
8/1/2025Equita Financial Network Inc.748$464K0.2%-94.5%0.000%
8/1/2025GWN Securities Inc.18,841$11.76M2.2%-76.0%0.002%
8/1/2025Taylor Financial Group Inc.797$495K0.3%-2.8%0.000%
8/1/2025Advisory Alpha LLC2,844$1.77M0.1%-6.2%0.000%
8/1/2025Rossby Financial LCC3,685$2.29M0.8%-2.5%0.000%
8/1/2025SYM FINANCIAL Corp1,080$671K0.1%N/A0.000%
8/1/2025Facet Wealth Inc.6,330$4.02M0.1%-6.1%0.001%
8/1/2025Shilanski & Associates Inc.1,322$821K0.2%-2.0%0.000%
8/1/2025United Capital Management of KS Inc.4,429$2.75M0.4%-3.7%0.000%
8/1/2025Liberty Wealth Management LLC39,841$24.74M3.9%-10.0%0.004%
8/1/2025Wealth Watch Advisors INC1,098$682K0.4%+1.5%0.000%
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8/1/2025Teacher Retirement System of Texas511,779$317.76M1.3%-80.2%0.051%
8/1/2025Transcend Capital Advisors LLC19,418$12.06M0.9%+0.1%0.002%
8/1/2025Cobblestone Capital Advisors LLC NY4,109$2.55M0.1%-4.0%0.000%
8/1/2025Bessemer Group Inc.1,005,552$624.35M1.0%+1.3%0.100%
8/1/2025Koss Olinger Consulting LLC12,684$7.88M0.6%-4.9%0.001%
8/1/2025Schmidt P J Investment Management Inc.7,733$4.80M0.8%+3.8%0.001%
8/1/2025Financial Counselors Inc.14,109$8.76M12.4%-84.7%0.001%
8/1/2025Brookwood Investment Group LLC7,300$4.53M0.7%-33.1%0.001%
8/1/2025Yukon Wealth Management Inc.42,394$26.32M9.4%+22.6%0.004%
8/1/2025GoalVest Advisory LLC352$219K0.1%-54.1%0.000%
8/1/2025First Command Advisory Services Inc.10,004,720$6.21B53.5%+0.6%0.993%
8/1/2025Pasadena Private Wealth LLC1,109$688K0.1%-31.5%0.000%
8/1/2025Banco Santander S.A.91,390$56.74M0.5%+44.3%0.009%
8/1/2025Ashton Thomas Private Wealth LLC69,225$42.98M1.5%-24.9%0.007%
8/1/2025Delta Investment Management LLC21,463$13.33M2.6%+10.4%0.002%
8/1/2025Riverwater Partners LLC4,667$2.90M1.4%+17.9%0.000%
8/1/2025Envestnet Asset Management Inc.28,368,848$17.61B5.1%-20.5%2.815%
8/1/2025Chilton Capital Management LLC6,751$4.19M0.2%+35.6%0.001%
7/31/2025 Nisa Investment Advisors LLC7,654,221$4.75B21.4%+16.1%0.760%
7/31/2025 Wealthfront Advisers LLC1,085$674K0.0%+19.6%0.000%
7/31/2025 Resonant Capital Advisors LLC158,138$98.19M6.3%+6.0%0.016%
7/31/2025 Perissos Private Wealth Management LLC18,915$11.74M9.3%+2,074.1%0.002%
7/31/2025 Atlatl Advisers LLC2,432$1.51M0.7%-50.0%0.000%
7/31/2025 Prudent Man Advisors LLC6,756$4.20M1.3%-3.1%0.001%
7/31/2025 Cosner Financial Group LLC21,684$13.46M7.5%+4.0%0.002%
7/31/2025 Orion Capital Management LLC36,385$22.59M8.6%+7.6%0.004%
7/31/2025 Guardian Wealth Advisors LLC535$332K0.2%-9.8%0.000%
7/31/2025 VestGen Investment Management2,491$1.55M1.1%-43.8%0.000%
7/31/2025 Ballast Advisors LLC2,151$1.34M0.4%+7.1%0.000%
7/31/2025 University of Texas Texas AM Investment Management Co.9,049$5.62M0.9%+12.1%0.001%
7/31/2025 Forte Asset Management LLC11,263$6.99M3.6%-9.3%0.001%
7/31/2025 Ingalls & Snyder LLC19,066$11.84M0.4%+13.3%0.002%
7/31/2025 Schoolcraft Capital LLC58,885$36.56M7.5%-3.0%0.006%
7/31/2025 Whipplewood Advisors LLC3,322$2.06M1.1%+6,679.6%0.000%
7/31/2025 Schneider Downs Wealth Management Advisors LP5,555$3.45M0.5%-1.9%0.001%
7/31/2025 Ndwm LLC66,824$41.49M30.4%+1.7%0.007%
7/31/2025 Interchange Capital Partners LLC10,039$6.22M1.4%-29.3%0.001%
7/31/2025 Brighton Jones LLC45,994$28.56M0.8%+9.5%0.005%
7/31/2025 Waldron Private Wealth LLC34,036$21.13M0.9%-1.6%0.003%
7/31/2025 Dodds Wealth LLC1,592$989K0.3%-17.0%0.000%
7/31/2025 Leavell Investment Management Inc.17,012$10.56M0.5%-1.0%0.002%
7/31/2025 Burke & Herbert Bank & Trust Co.11,194$6.95M1.6%-0.3%0.001%
7/31/2025 CVA Family Office LLC35,141$21.82M3.1%-1.2%0.003%
7/31/2025 TSA Wealth Managment LLC22,995$14.28M5.2%-2.3%0.002%
7/31/2025 Brian Low Financial Group LLC497$309K0.3%N/A0.000%
7/31/2025 B & T Capital Management DBA Alpha Capital Management539$335K0.1%-22.2%0.000%
7/31/2025 BIP Wealth LLC14,972$9.30M0.6%+9.6%0.001%
7/31/2025 Rational Advisors Inc.68,575$42.58M4.2%-37.2%0.007%
7/31/2025 City State Bank1,022$635K0.2%+2.5%0.000%
7/31/2025 Focus Partners Advisor Solutions LLC29,906$18.57M0.2%+0.5%0.003%
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7/31/2025 Fielder Capital Group LLC688$427K0.1%-3.2%0.000%
7/31/2025 Northstar Asset Management Inc.485$301K0.1%-9.0%0.000%
7/31/2025 NatWest Group plc13,975$8.68M2.6%-0.1%0.001%
7/31/2025 Mycio Wealth Partners LLC31,123$19.32M4.5%-1.2%0.003%
7/31/2025 Hobart Private Capital LLC4,146$2.57M0.6%-5.8%0.000%
7/31/2025 Allied Investment Advisors LLC563$350K0.1%-10.2%0.000%
7/31/2025 Ranch Capital Advisors Inc.474$294K0.1%-13.7%0.000%
7/31/2025 Richards Merrill & Peterson Inc.538$334K0.2%+6.5%0.000%
7/31/2025 Glass Jacobson Investment Advisors llc3,759$2.33M0.9%-19.0%0.000%
7/31/2025 Carrera Capital Advisors5,007$3.11M0.6%-18.5%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, 3,867 institutional investors and hedge funds held shares of iShares Core S&P 500 ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($17.61B), Northwestern Mutual Wealth Management Co. ($17.59B), New Vernon Capital Holdings II LLC ($13.92B), Marshall Wace LLP ($13.90B), JPMorgan Chase & Co. ($13.43B), Creative Planning ($12.33B), 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 3,430 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: New Vernon Capital Holdings II LLC ($24.73M), JPMorgan Chase & Co. ($24.08M), International Assets Investment Management LLC ($18.84M), Envestnet Asset Management Inc. ($11.06M), Nisa Investment Advisors LLC ($10.94M), Marshall Wace LLP ($10.93M), and Wealthfront Advisers LLC ($8.53M).

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

Institutional investors have bought a total of 243,789,846 shares in the last 24 months. This purchase volume represents approximately $140.28B in transactions.

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

Of the 2,243 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), Envestnet Asset Management Inc. ($8.44M), Northwestern Mutual Wealth Management Co. ($3.94M), Nisa Investment Advisors LLC ($3.28M), JPMorgan Chase & Co. ($2.74M), Teacher Retirement System of Texas ($2.09M), and Envestnet Portfolio Solutions Inc. ($1.64M).

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

Institutional investors have sold a total of 73,727,165 shares in the last 24 months. This volume of shares sold represents approximately $43.06B in transactions.



This page (NYSEARCA:IVV) was last updated on 8/2/2025 by MarketBeat.com Staff
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