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

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$532.41
+6.45 (+1.23%)
(As of 05/15/2024 ET)
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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)
2146
Total
Institutional Inflows
(last 12 months)
$79.91B
Number of
Institutional Sellers
(last 12 months)
1667
Total
Institutional Outflows
(last 12 months)
$18.84B
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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
5/15/2024Ascent Group LLC23,097$12.14M1.1%+1.5%0.003%
5/15/2024SVB Wealth LLC226,196$118.92M2.7%+6.9%0.026%
5/15/2024 Transcendent Capital Group LLC10,937$5.75M3.2%+24.6%0.001%
5/15/2024Flow Traders U.S. LLC12,519$6.58M0.4%-55.4%0.001%
5/15/2024Mount Yale Investment Advisors LLC72,711$38.23M2.9%-31.3%0.008%
5/15/2024Evergreen Wealth Solutions LLC423$222K0.2%-6.0%0.000%
5/15/2024Beaird Harris Wealth Management LLC18,854$9.91M1.0%-5.7%0.002%
5/15/2024Talisman Wealth Advisors LLC1,695$891K1.1%+60.1%0.000%
5/15/2024Manhattan West Asset Management LLC27,847$14.64M3.5%+23.2%0.003%
5/15/2024CoreFirst Bank & Trust6,546$3.44M2.2%+36.9%0.001%
5/15/2024Price T Rowe Associates Inc. MD52,842$27.78M0.0%+8.0%0.006%
5/15/2024BOKF NA111,085$58.31M1.1%-1.0%0.013%
5/15/2024Kestra Advisory Services LLC592,930$311.72M2.1%+7.8%0.069%
5/15/2024Beck Capital Management LLC1,989$1.05M0.3%+23.8%0.000%
5/15/2024Steel Grove Capital Advisors LLC29,011$15.25M0.4%+2.2%0.003%
5/15/2024Cornerstone Partners Capital Management LLC1,715,386$901.83M60.5%+3.7%0.199%
5/15/2024 Lazard Asset Management LLC337,449$177.41M0.2%+1.0%0.039%
5/15/2024 University of Wisconsin Foundation55,443$29.15M32.9%+55.1%0.006%
5/15/2024 LRI Investments LLC105$55K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.138,974$73.06M0.0%+49.1%0.016%
5/15/2024 Linscomb Wealth Inc.343,532$180.61M9.3%-0.6%0.040%
5/15/2024 Truvestments Capital LLC3,369$1.77M0.7%-7.7%0.000%
5/15/2024 Keeley Teton Advisors LLC78,897$41.48M5.1%+3.0%0.009%
5/15/2024 Stonebridge Capital Advisors LLC58,651$30.83M2.8%+7.8%0.007%
5/14/2024 Biltmore Family Office LLC5,013$2.64M0.5%+1.3%0.001%
5/14/2024 Westwood Holdings Group Inc.22,177$11.66M0.1%-3.5%0.003%
5/14/2024 JT Stratford LLC9,843$5.18M1.0%-18.8%0.001%
5/14/2024 Capital Group Private Client Services Inc.5,938$3.12M0.0%-33.8%0.001%
5/14/2024 Sheaff Brock Investment Advisors LLC467$246K0.0%-7.2%0.000%
5/14/2024 Cadence Bank4,235$2.23M0.2%-3.0%0.000%
5/14/2024 First Commonwealth Financial Corp PA 173,047$90.98M24.1%+2.2%0.020%
5/14/2024 Axxcess Wealth Management LLC27,624$14.52M0.4%-0.4%0.003%
5/14/2024 EP Wealth Advisors LLC79,346$41.71M0.5%-1.7%0.009%
5/14/2024 OLD Mission Capital LLC21,998$11.57M0.2%N/A0.003%
5/14/2024 Wellington Wealth Strategies LLC.5,277$2.77M1.3%N/A0.001%
5/14/2024 Element Pointe Advisors LLC265,135$139.39M34.6%+54.3%0.031%
5/14/2024 Freestone Capital Holdings LLC543,232$285.59M10.6%+1.2%0.063%
5/14/2024 CreativeOne Wealth LLC53,033$27.88M1.1%+105.4%0.006%
5/14/2024 Delap Wealth Advisory LLC1,625$854K0.3%-52.1%0.000%
5/14/2024 Commonwealth Financial Services LLC63,233$33K0.0%-0.2%0.007%
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5/14/2024 Fayez Sarofim & Co401$211K0.0%-5.9%0.000%
5/14/2024 TFO Wealth Partners LLC5,429$2.85M0.6%-1.5%0.001%
5/14/2024 Sax Wealth Advisors LLC15,773$8.29M1.0%+4.8%0.002%
5/14/2024 Northwest Wealth Management LLC2,934$1.54M0.4%-5.9%0.000%
5/14/2024 Kraft Asset Management LLC872$459K0.4%-23.6%0.000%
5/14/2024 Crewe Advisors LLC144,433$75.93M8.8%+3.0%0.017%
5/14/2024 Leelyn Smith LLC408$214K0.0%N/A0.000%
5/14/2024 Evermay Wealth Management LLC51,884$27.28M4.1%+20.7%0.006%
5/14/2024 Titan Global Capital Management USA LLC43,367$22.80M3.6%+33.1%0.005%
5/14/2024 Karpus Management Inc.192,559$101.23M2.9%-15.7%0.022%
5/14/2024 InterOcean Capital Group LLC26,293$13.82M0.3%-3.0%0.003%
5/14/2024 Tiemann Investment Advisors LLC1,864$980K0.4%+4.7%0.000%
5/14/2024 Pitcairn Co.26,867$14.13M0.9%N/A0.003%
5/14/2024 Passaic Partners LLC36,060$18.96M2.7%N/A0.004%
5/14/2024 Oxford Financial Group LTD. LLC100,331$52.75M3.7%-4.0%0.012%
5/14/2024 Vaughan David Investments LLC IL651$342K0.0%-17.1%0.000%
5/14/2024 National Bank of Canada FI58,014$30.31M0.0%+26.8%0.007%
5/14/2024 RB Capital Management LLC626$329K0.1%N/A0.000%
5/14/2024 Lake Street Advisors Group LLC25,393$13.35M0.6%+50.9%0.003%
5/13/2024 Financial Gravity Asset Management Inc.13,243$6.96M1.8%-97.6%0.002%
5/13/2024 Bessemer Group Inc.1,104,410$580.62M1.0%-0.5%0.128%
5/13/2024 Atlanta Consulting Group Advisors LLC77,306$40.64M13.9%N/A0.009%
5/13/2024 Safeguard Investment Advisory Group LLC668$351K0.1%-15.7%0.000%
5/13/2024 Index Fund Advisors Inc.11,340$5.96M0.3%+0.6%0.001%
5/13/2024 Goepper Burkhardt LLC5,786$3.03M1.4%+147.2%0.001%
5/13/2024 Invesco LLC2,335$1.23M0.5%+4.6%0.000%
5/13/2024 O Shaughnessy Asset Management LLC15,367$8.08M0.1%+51.1%0.002%
5/13/2024 Ameritas Investment Partners Inc.98,501$51.79M1.8%-6.9%0.011%
5/13/2024 Alerus Financial NA5,062$2.66M0.2%+1.9%0.001%
5/13/2024 Rockport Wealth LLC698$367K0.1%N/A0.000%
5/13/2024 PAX Financial Group LLC94,339$49.60M10.0%-27.9%0.011%
5/11/2024 Spreng Capital Management Inc.75,461$39.67M21.3%+7.3%0.009%
5/11/2024 MAS Advisors LLC879$462K0.5%-2.2%0.000%
5/11/2024 Lcnb Corp2,719$1.43M0.5%+28.3%0.000%
5/11/2024 Trustmark National Bank Trust Department25,724$13.52M1.1%-0.4%0.003%
5/11/2024 Resurgent Financial Advisors LLC10,845$5.70M3.0%+34.6%0.001%
5/11/2024 Covestor Ltd80$42K0.0%+321.1%0.000%
5/11/2024 Elevatus Welath Management424$223K0.1%N/A0.000%
5/11/2024 Peak Asset Management LLC9,146$4.81M1.0%+4.0%0.001%
5/11/2024 Aufman Associates Inc7,112$3.74M2.6%+0.3%0.001%
5/11/2024 Beaumont Financial Advisors LLC92,851$48.81M4.0%+35.3%0.011%
5/11/2024 Exencial Wealth Advisors LLC65,473$34.42M1.3%-6.7%0.008%
5/11/2024 Cynosure Group LLC44,906$23.61M4.2%+10.6%0.005%
5/11/2024 ESL Trust Services LLC107,410$56.47M14.8%-9.0%0.012%
5/11/2024 Orion Capital Management LLC25,650$13.49M7.2%+10.8%0.003%
5/11/2024 Continental Investors Services Inc.4,715$2.48M5.9%-3.4%0.001%
5/11/2024 Ironwood Investment Counsel LLC11,411$6.00M1.1%+6.2%0.001%
5/11/2024 Catalytic Wealth RIA LLC4,150$2.18M0.4%+36.1%0.000%
5/11/2024 Jacobi Capital Management LLC2,435$1.28M0.1%+4.6%0.000%
5/11/2024 Mark Sheptoff Financial Planning LLC567$298K0.2%+21.9%0.000%
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5/11/2024 Edgestream Partners L.P.17,000$8.94M0.4%+52.9%0.002%
5/11/2024 Hirtle Callaghan & Co LLC477,467$251.02M10.7%+325.0%0.055%
5/11/2024 Patten & Patten Inc. TN3,824$2.01M0.1%-0.6%0.000%
5/10/2024 Allstate Corp187,414$98.53M7.0%+7.5%0.022%
5/10/2024 Osaic Holdings Inc.1,578,281$830.13M1.9%-60.5%0.183%
5/10/2024 Rodgers & Associates LTD2,679$1.41M0.2%-4.6%0.000%
5/10/2024 Fiducient Advisors LLC96,743$50.86M10.1%+0.5%0.011%
5/10/2024 TIAA Trust National Association807,281$424.41M1.3%+3.7%0.094%
5/10/2024 Vanguard Group Inc.24,698$12.98M0.0%+10.0%0.003%
5/10/2024 Spirepoint Private Client LLC5,164$2.72M0.4%N/A0.001%
(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, 3,210 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. ($16.11B), Northwestern Mutual Wealth Management Co. ($10.75B), JPMorgan Chase & Co. ($10.60B), Bank of America Corp DE ($7.73B), Morgan Stanley ($7.55B), and Wells Fargo & Company MN ($6.34B).Learn more on IVV's institutional investors.

Which institutional investors have been buying iShares Core S&P 500 ETF stock?

Of the 2,846 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), Bank of America Corp DE ($29.30M), JPMorgan Chase & Co. ($17.39M), Providence Capital Advisors LLC ($11.41M), Envestnet Asset Management Inc. ($9.43M), International Assets Investment Management LLC ($8.68M), and Envestnet Portfolio Solutions Inc. ($5.83M).

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

Institutional investors have bought a total of 295,794,280 shares in the last 24 months. This purchase volume represents approximately $128.21B in transactions.

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

Of the 2,256 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: Bank of America Corp DE ($7.93M), Royal Bank of Canada ($7.03M), CFS Investment Advisory Services LLC ($6.27M), BlackRock Inc. ($4.97M), Envestnet Asset Management Inc. ($4.72M), Bluestem Financial Advisors LLC ($4.65M), and Citigroup Inc. ($4.10M).

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

Institutional investors have sold a total of 114,603,634 shares in the last 24 months. This volume of shares sold represents approximately $47.80B in transactions.


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This page (NYSEARCA:IVV) was last updated on 5/16/2024 by MarketBeat.com Staff

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