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

iShares Core S&P 500 ETF logo
$661.30 -2.87 (-0.43%)
Closing price 04:10 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)
2867
Total
Institutional Inflows
(last 12 months)
$138.81B
Number of
Institutional Sellers
(last 12 months)
2338
Total
Institutional Outflows
(last 12 months)
$63.63B
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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
9/12/2025 Valeo Financial Advisors LLC223,578$138.82M3.0%+8.3%0.022%
9/11/2025 Milestones Private Investment Advisors LLC1,498$930K0.7%N/A0.000%
9/10/2025 WT Wealth Management1,468$911K0.3%-4.2%0.000%
9/9/2025 NWF Advisory Services Inc.27,534$17.10M2.0%+7.0%0.003%
9/8/2025 Alternative Investment Advisors LLC.196,575$122.05M60.6%+28.4%0.020%
9/4/2025 Reynders McVeigh Capital Management LLC844$524K0.0%+23.4%0.000%
9/4/2025 SevenBridge Financial Group LLC595$384K0.1%-6.2%0.000%
9/4/2025 ZynergyRetirementPlanningLLC57,059$35.43M23.8%+5.2%0.006%
9/4/2025 Osaic Holdings Inc.1,721,592$1.07B1.9%+5.3%0.171%
9/3/2025 American Trust10,203$6.34M0.6%+1,491.7%0.001%
9/3/2025 Ballentine Capital Advisors Inc638$396K0.2%-5.5%0.000%
8/29/2025 Evolution Wealth Management Inc.3,010$1.87M2.3%N/A0.000%
8/29/2025 Centaurus Financial Inc.4,713$2.93M0.2%-12.5%0.000%
8/27/2025 Cypress Capital Advisors LLC20,405$12.67M7.9%+17.7%0.002%
8/27/2025 Tribridge Partners Financial LLC502$312K0.2%N/A0.000%
8/27/2025 Barnes Wealth Management Group Inc11,510$7.15M4.2%-35.7%0.001%
8/27/2025 Orion Porfolio Solutions LLC381,056$236.60M2.0%-30.0%0.038%
8/26/2025 Thrivent Financial for Lutherans285,486$177.26M0.4%-78.0%0.028%
8/25/2025 Silverlake Wealth Management LLC930$578K0.2%+57.9%0.000%
8/25/2025 Hilltop Partners LLC721$448K0.1%+28.8%0.000%
8/25/2025 Fulcrum Equity Management1,512$939K1.0%N/A0.000%
8/25/2025 BLVD Private Wealth LLC462$287K0.3%N/A0.000%
8/22/2025 TT Capital Management LLC9,135$5.28M1.7%N/A0.001%
8/22/2025 Cim Investment Management Inc.124,350$77.21M14.7%-51.9%0.012%
8/20/2025 Thompson Davis & CO. Inc.379$235K0.1%N/A0.000%
8/20/2025 Forefront Wealth Partners LLC27,578$16.32M10.9%+25.4%0.003%
8/20/2025 Coppell Advisory Solutions LLC8,020$4.95M0.6%N/A0.001%
8/19/2025 B. Riley Wealth Advisors Inc.59,254$36.79M1.7%N/A0.006%
8/19/2025 Newbridge Financial Services Group Inc.14,799$9.19M1.5%+13.5%0.001%
8/19/2025 Cape Investment Advisory Inc.2,807$1.74M0.6%+35.9%0.000%
8/19/2025 MRP Capital Investments LLC11,220$6.97M4.8%+2.5%0.001%
8/19/2025 Advisory Services Network LLC172,387$109.45M1.8%-19.6%0.017%
8/19/2025 Cim LLC5,829$3.62M0.5%-0.4%0.001%
8/19/2025 Anchor Investment Management LLC488$303K0.0%+33.0%0.000%
8/19/2025 Asset Dedication LLC5,719$3.55M0.3%+0.4%0.001%
8/19/2025 Element Pointe Advisors LLC258,153$160.29M38.8%-7.6%0.026%
8/19/2025 Hohimer Wealth Management LLC11,799$7.33M1.3%+34.3%0.001%
8/19/2025 Pitcairn Co.14,513$9.01M0.6%+17.1%0.001%
8/18/2025 Old North State Trust LLC4,519$2.81M1.9%+12.6%0.000%
8/18/2025 Tyler Stone Wealth Management36,010$22.36M3.6%-1.5%0.004%
8/18/2025 Tactive Advisors LLC996$618K0.2%N/A0.000%
8/18/2025 N.E.W. Advisory Services LLC1,243$772K0.1%-15.1%0.000%
8/18/2025 Geneos Wealth Management Inc.197,471$122.61M3.0%+28.5%0.020%
8/18/2025 Hollencrest Capital Management71,167$44.19M1.9%-5.2%0.007%
8/18/2025 Westwood Holdings Group Inc.71,942$44.67M0.3%+2.2%0.007%
8/18/2025 Kestra Investment Management LLC6,187$3.84M0.1%+1.7%0.001%
8/18/2025 Second Line Capital LLC2,675$1.66M0.4%-9.1%0.000%
8/16/2025 AMS Capital Ltda56,983$35.38M13.4%-6.8%0.006%
8/16/2025 Parr Mcknight Wealth Management Group LLC54,396$33.77M4.6%-0.9%0.005%
8/16/2025 Teachers Insurance & Annuity Association of America41,074$25.50M31.8%-1.0%0.004%
8/16/2025 Evergreen Capital Management LLC25,899$16.08M0.5%+9.2%0.003%
8/15/2025 Strategic Investment Advisors MI1,135$705K0.1%+10.1%0.000%
8/15/2025 High Falls Advisors Inc57,857$35.92M7.9%-45.0%0.006%
8/15/2025 Tower Research Capital LLC TRC 29,084$18.06M0.5%N/A0.003%
8/15/2025 First Heartland Consultants Inc.9,046$5.62M0.5%-20.5%0.001%
8/15/2025 Brooks Moore & Associates Inc.1,525$968K0.5%-11.6%0.000%
8/15/2025 Synergy Financial Group LTD661$410K0.3%+2.5%0.000%
8/15/2025 Global View Capital Management LLC6,157$3.82M1.2%+214.0%0.001%
8/15/2025 Security National Bank of SO Dak930$577K0.3%-55.2%0.000%
8/15/2025 Sugar Maple Asset Management LLC15,140$9.40M7.3%+17.2%0.002%
8/15/2025 SkyView Investment Advisors LLC79,982$49.39M7.1%+0.6%0.008%
8/15/2025 Asset Allocation Strategies LLC1,676$1.04M0.2%-51.5%0.000%
8/15/2025 FFT Wealth Management LLC158,346$100.62M19.8%+1.2%0.016%
8/15/2025 LGL Partners LLC38,445$24.43M10.8%-10.2%0.004%
8/15/2025 Semmax Financial Advisors Inc.313$200K0.1%+6.1%0.000%
8/15/2025 Resources Management Corp CT ADV3,873$2.40M0.3%-5.7%0.000%
8/15/2025 Fairfield Bush & CO.450$279K0.2%-8.7%0.000%
8/15/2025 Corient Private Wealth LLC3,031,962$1.88B2.4%-41.1%0.301%
8/15/2025 Puff Wealth Management LLC523$325K0.1%N/A0.000%
8/15/2025 Equitable Holdings Inc.624,312$387.64M3.2%+0.0%0.062%
8/15/2025 Ewing Morris & Co. Investment Partners Ltd.9,773$6.07M2.7%+45.1%0.001%
8/15/2025 ROSS JOHNSON & Associates LLC217$135K2.8%-60.9%0.000%
8/15/2025 Northeast Financial Consultants Inc16,948$10.52M0.4%+2.7%0.002%
8/15/2025 Chapman Financial Group LLC300$186K0.2%N/A0.000%
8/15/2025 FSB Premier Wealth Management Inc.1,885$1.17M0.4%+14.3%0.000%
8/15/2025 E Fund Management Co. Ltd.31,844$19.77M0.9%+7.0%0.003%
8/15/2025 Stonebridge Capital Advisors LLC74,554$46.29M3.5%+4.2%0.007%
8/15/2025 Captrust Financial Advisors3,878,929$2.41B5.4%+5.5%0.385%
8/15/2025 Blue Chip Partners LLC366$227K0.0%N/A0.000%
8/15/2025 Keel Point LLC6,845$4.25M0.3%+0.9%0.001%
8/15/2025 Alaethes Wealth LLC5,468$3.40M1.0%+1.2%0.001%
8/15/2025 Zuckerman Investment Group LLC1,162$721K0.1%+2.9%0.000%
8/15/2025 Fidelity D & D Bancorp Inc.354$220K0.1%N/A0.000%
8/15/2025 Truefg LLC9,221$5.73M1.7%-2.1%0.001%
8/15/2025 Manhattan West Asset Management LLC16,651$10.34M2.4%-1.2%0.002%
8/15/2025 Lantern Wealth Advisors LLC2,062$1.28M0.7%N/A0.000%
8/15/2025 Vident Advisory LLC8,155$5.06M0.1%+4.5%0.001%
8/15/2025 Visionary Wealth Advisors92,894$57.68M2.9%+5.4%0.009%
8/15/2025 Voya Financial Advisors Inc.70,530$43.55M4.4%-0.3%0.007%
8/15/2025 Two Sigma Securities LLC5,490$3.41M0.4%-1.8%0.001%
8/15/2025 Talisman Wealth Advisors LLC2,406$1.49M1.3%+8.0%0.000%
8/15/2025 Tidal Investments LLC630,541$391.50M2.4%-7.4%0.063%
8/15/2025 Tolleson Wealth Management Inc.4,656$2.89M0.5%-5.4%0.000%
8/15/2025 Sherman Asset Management Inc.32,458$20.15M17.9%-6.3%0.003%
8/15/2025 Smartleaf Asset Management LLC22,931$14.16M1.2%+78.0%0.002%
8/15/2025 Snowden Capital Advisors LLC79,503$49.36M1.5%-22.8%0.008%
8/15/2025 Sompo Asset Management Co. Ltd.1,680$1.04M0.2%-50.5%0.000%
8/15/2025 Redwood Financial Network Corp1,789$1.11M0.8%+17.7%0.000%
8/15/2025 Redwood Investment Management LLC2,541$1.58M0.2%+26.7%0.000%
8/15/2025 Ruggaard & Associates LLC7,597$4.72M1.9%-6.8%0.001%
(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, 3,910 institutional investors and hedge funds held shares of iShares Core S&P 500 ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($20.17B), Envestnet Asset Management Inc. ($17.61B), JPMorgan Chase & Co. ($17.55B), New Vernon Capital Holdings II LLC ($13.92B), Creative Planning ($13.80B), Marshall Wace LLP ($13.30B), 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 3,487 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: JPMorgan Chase & Co. ($28.21M), New Vernon Capital Holdings II LLC ($24.73M), International Assets Investment Management LLC ($18.84M), Nisa Investment Advisors LLC ($10.94M), Envestnet Asset Management Inc. ($9.60M), Wealthfront Advisers LLC ($8.53M), and Proficio Capital Partners LLC ($8.12M).

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

Institutional investors have bought a total of 238,261,891 shares in the last 24 months. This purchase volume represents approximately $138.81B in transactions.

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

Of the 2,338 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), MKP Capital Management L.L.C. ($9.55M), Envestnet Asset Management Inc. ($8.44M), Capula Management Ltd ($7.72M), Prudential Financial Inc. ($4.16M), Nisa Investment Advisors LLC ($3.28M), and Bank of Montreal Can ($2.75M).

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

Institutional investors have sold a total of 106,028,196 shares in the last 24 months. This volume of shares sold represents approximately $63.63B in transactions.


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This page (NYSEARCA:IVV) was last updated on 9/16/2025 by MarketBeat.com Staff
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