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

iShares Core S&P 500 ETF logo
$645.74 +6.76 (+1.06%)
Closing price 08/12/2025 04:10 PM Eastern
Extended Trading
$647.03 +1.29 (+0.20%)
As of 04:59 AM 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)
2817
Total
Institutional Inflows
(last 12 months)
$141.05B
Number of
Institutional Sellers
(last 12 months)
2291
Total
Institutional Outflows
(last 12 months)
$56.29B
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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
8/12/2025Country Trust Bank135,913$84.39M1.9%-3.7%0.013%
8/12/2025Blueprint Financial Advisors LLC10,687$6.64M2.1%N/A0.001%
8/12/2025Richmond Investment Services LLC3,483$2.16M0.5%+387.8%0.000%
8/12/2025J.W. Cole Advisors Inc.116,004$72.03M1.5%+66.2%0.012%
8/12/2025Manchester Capital Management LLC4,672$2.90M0.4%+23.9%0.000%
8/12/2025Armor Investment Advisors LLC44,106$27.39M10.3%+3.9%0.004%
8/12/2025SlateStone Wealth LLC3,114$1.93M0.2%-3.9%0.000%
8/12/2025Associated Banc Corp24,446$15.18M0.4%+2.0%0.002%
8/12/2025Financial Advocates Investment Management23,079$14.33M1.2%-2.5%0.002%
8/12/2025Verity & Verity LLC1,040$646K0.1%-27.2%0.000%
8/12/2025Southeast Asset Advisors LLC2,170$1.35M0.2%+3.1%0.000%
8/12/2025Columbia Bank20,055$12.50M3.8%-17.1%0.002%
8/12/2025Laurel Wealth Advisors LLC2,748,222$1.71B1.1%+63,164.8%0.273%
8/12/2025RiverFront Investment Group LLC207,214$128.66M2.5%-59.6%0.021%
8/12/2025Edmond DE Rothschild Holding S.A.5,115$3.18M0.1%-31.7%0.001%
8/12/2025American Asset Management Inc.400$248K0.2%N/A0.000%
8/12/2025NDVR Inc.352$219K0.2%N/A0.000%
8/12/2025FreeGulliver LLC3,170$1.97M0.9%+11.5%0.000%
8/12/2025Steward Partners Investment Advisory LLC426,028$264.52M2.1%+6.5%0.042%
8/12/2025South Plains Financial Inc.6,481$4.02M2.8%+2.2%0.001%
8/12/2025Kaye Capital Management65,555$40.70M15.7%-5.9%0.007%
8/12/2025Quadcap Wealth Management LLC9,262$5.75M0.7%+1.1%0.001%
8/12/2025Insigneo Advisory Services LLC14,592$9.06M0.8%+13.2%0.001%
8/12/2025CreativeOne Wealth LLC63,523$39.44M1.0%+6.6%0.006%
8/12/2025Maripau Wealth Management LLC4,522$2.81M1.4%-38.0%0.000%
8/12/2025Fiducient Advisors LLC99,351$61.69M7.6%+2.3%0.010%
8/12/2025Atlantic Family Wealth LLC50,875$31.59M27.5%+0.9%0.005%
8/12/2025Summit Global Investments3,047$1.89M0.1%+160.2%0.000%
8/12/2025Ameritas Investment Partners Inc.113,435$70.43M2.2%+3.0%0.011%
8/12/2025Vawter Financial Ltd.866$538K6.1%-90.6%0.000%
8/12/2025TCP Asset Management LLC122,574$76.11M15.1%+3.6%0.012%
8/12/2025Intellus Advisors LLC1,452$902K0.1%+138.4%0.000%
8/12/2025Global Retirement Partners LLC139,698$86.74M2.1%N/A0.014%
8/12/2025Weik Capital Management3,715$2.31M0.9%+0.5%0.000%
8/12/2025Eisler Capital Management Ltd.1,112,500$690.63M4.2%+34.1%0.110%
8/12/2025Waterloo Capital L.P.73,758$45.80M3.7%+16.3%0.007%
8/12/2025Walled Lake Planning & Wealth Management LLC4,588$2.85M0.9%-17.0%0.000%
8/12/2025Eley Financial Management Inc38,633$23.99M9.2%+7.3%0.004%
8/12/2025Prudential Financial Inc.5,084,700$3.16B4.1%-45.0%0.505%
8/12/2025Coldstream Capital Management Inc.743,974$461.93M7.6%-2.7%0.074%
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8/12/2025Forum Private Client Group LLC16,803$10.43M4.0%+5.9%0.002%
8/12/2025Legacy Financial Group Inc.2,115$1.31M0.4%+64.1%0.000%
8/12/2025Rock Creek Group LP38,818$24.10M2.8%N/A0.004%
8/12/2025Centric Wealth Management5,124$3.28M0.8%-1.9%0.001%
8/12/2025Boston Research & Management Inc.29,623$18.39M4.4%-2.7%0.003%
8/12/2025Titleist Asset Management LLC5,667$3.52M0.3%+11.4%0.001%
8/12/2025Barnes Pettey Financial Advisors LLC5,120$3.18M2.1%-0.5%0.001%
8/12/2025Shakespeare Wealth Management LLC1,466$910K0.2%+1.4%0.000%
8/12/2025Barings LLC1,585,258$978.83M22.8%-0.9%0.157%
8/12/2025Vestor Capital LLC2,274$1.41M0.0%-95.4%0.000%
8/12/2025Cynosure Group LLC44,817$27.83M3.2%+4.5%0.004%
8/12/2025Soundwatch Capital LLC1,507,952$936.29M4.3%+474.9%0.150%
8/12/2025American Century Companies Inc.60,904$37.82M0.0%-79.0%0.006%
8/12/2025Nemes Rush Group LLC5,389$3.35M0.4%-39.9%0.001%
8/12/2025Private Management Group Inc.995$618K0.0%-2.0%0.000%
8/12/2025Riverstone Advisors LLC83,985$52.15M28.2%+11.6%0.008%
8/12/2025Cowa LLC5,006$3.11M1.2%+1.8%0.000%
8/12/2025Camden National Bank2,383$1.48M0.2%+1.1%0.000%
8/12/2025Meridian Wealth Advisors LLC108,820$67.57M10.7%-2.6%0.011%
8/12/2025WealthBridge Capital Management LLC61,475$38.17M9.7%+3.3%0.006%
8/12/2025Richard W. Paul & Associates LLC6,626$4.11M1.5%-1.5%0.001%
8/12/2025New World Advisors LLC83,437$51.81M11.0%+26.9%0.008%
8/12/2025 Cozad Asset Management Inc.2,214$1.38M0.1%+8.5%0.000%
8/12/2025Rhumbline Advisers81,357$50.52M0.0%-23.8%0.008%
8/12/2025AlphaCore Capital LLC27,357$16.99M0.6%+93.1%0.003%
8/12/2025Sfmg LLC53,416$33.17M2.5%-78.8%0.005%
8/12/2025Cooper Haims Advisors LLC27,568$17.12M8.4%+16.3%0.003%
8/12/2025Blueprint Investment Partners LLC27,478$17.06M3.0%+10.7%0.003%
8/12/2025Journey Strategic Wealth LLC513,539$318.86M10.3%-2.1%0.051%
8/12/2025Fidato Wealth LLC13,563$8.42M6.0%-1.6%0.001%
8/12/2025Legal & General Group Plc1,200$745K0.0%-89.2%0.000%
8/12/2025Franklin Resources Inc.906,504$562.93M0.1%-4.5%0.090%
8/12/2025Archer Investment Corp3,266$2.03M0.5%+2.3%0.000%
8/12/2025Graham Capital Wealth Management LLC428$266K0.3%-35.2%0.000%
8/12/2025Watchman Group Inc.599$372K0.1%N/A0.000%
8/12/2025White Pine Capital LLC15,485$9.62M3.1%+4.2%0.002%
8/12/2025MAI Capital Management1,724,153$1.07B7.4%+5.0%0.171%
8/12/2025Ames National Corp55,284$34.33M22.3%+2.8%0.005%
8/12/2025JPMorgan Chase & Co.28,271,587$17.55B1.1%+18.3%2.807%
8/12/2025Archvest Wealth Advisors Inc.17,148$10.65M9.3%+11.8%0.002%
8/12/2025Power Wealth Management LLC10,145$6.30M2.4%-2.0%0.001%
8/12/2025Wealth Advisors of Iowa LLC8,743$5.43M2.0%-0.2%0.001%
8/12/2025Bank Julius Baer & Co. Ltd Zurich7,795$4.84M0.1%-43.2%0.001%
8/12/2025ADE LLC29,781$18.49M9.8%-0.4%0.003%
8/12/2025Garrett Wealth Advisory Group LLC1,247$774K0.2%-37.7%0.000%
8/12/2025NorthStar Asset Management LLC NJ 7,115$4.42M1.2%-11.2%0.001%
8/12/2025Tarbox Family Office Inc.376,451$233.74M35.2%+1.4%0.037%
8/12/2025Prudential PLC373,511$231.91M1.4%+3.6%0.037%
8/12/2025BWM Planning LLC16,175$10.04M3.5%+0.3%0.002%
8/12/2025Absolute Capital Management LLC3,688$2.29M1.2%-44.1%0.000%
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8/12/2025Howe & Rusling Inc.75,888$47.12M3.5%+18.5%0.008%
8/12/2025Main Management Fund Advisors LLC657,900$408.49M48.7%+8.9%0.065%
8/12/2025Weaver Consulting Group7,465$4.64M1.3%-1.2%0.001%
8/12/2025EFG Asset Management Americas Corp.10,010$6.22M1.1%+11.6%0.001%
8/12/2025NFP Retirement Inc.401,775$249.46M16.5%-11.1%0.040%
8/12/2025PKS Advisory Services LLC75,705$47.01M11.6%-0.3%0.008%
8/12/2025GDS Wealth Management6,224$3.86M0.3%+1.4%0.001%
8/12/2025Main Management LLC297$184K0.0%-39.1%0.000%
8/12/2025Athena Investment Management2,330$1.45M0.8%-1.4%0.000%
8/12/2025Amtrust Financial Services Inc.150,300$93.32M33.1%+14.0%0.015%
(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, 3,885 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), JPMorgan Chase & Co. ($17.55B), New Vernon Capital Holdings II LLC ($13.92B), Marshall Wace LLP ($13.90B), Creative Planning ($13.80B), 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 3,452 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), Marshall Wace LLP ($10.93M), Envestnet Asset Management Inc. ($9.60M), 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 243,453,504 shares in the last 24 months. This purchase volume represents approximately $141.12B in transactions.

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

Of the 2,291 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), Prudential Financial Inc. ($4.16M), Northwestern Mutual Wealth Management Co. ($3.94M), 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 95,318,755 shares in the last 24 months. This volume of shares sold represents approximately $56.55B in transactions.



This page (NYSEARCA:IVV) was last updated on 8/13/2025 by MarketBeat.com Staff
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