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

iShares Core S&P 500 ETF logo
$599.79 -6.72 (-1.11%)
Closing price 06/13/2025 04:10 PM Eastern
Extended Trading
$599.97 +0.18 (+0.03%)
As of 06/13/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
2714
Total
Institutional Inflows
(last 12 months)
$137.60B
Number of
Institutional Sellers
(last 12 months)
2120
Total
Institutional Outflows
(last 12 months)
$33.42B
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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
6/13/2025Optima Capital LLC515$290K0.2%-91.5%0.000%
6/6/2025 Bontempo Ohly Capital Mgmt LLC84,941$47.73M23.0%-14.7%0.009%
6/5/2025 Cim LLC5,851$3.29M0.5%-14.3%0.001%
6/5/2025 Osterweis Capital Management Inc.100$56K0.0%-34.2%0.000%
6/4/2025 First Hawaiian Bank400,356$224.96M11.1%-65.8%0.041%
6/3/2025 CBIZ Investment Advisory Services LLC50,030$28.11M1.4%+55.8%0.005%
6/3/2025 Invst LLC77,355$43.47M5.9%-15.0%0.008%
6/2/2025 Cim Investment Management Inc.258,636$148.79M34.0%+99.8%0.026%
6/2/2025 Modern Wealth Management LLC59,113$33.22M1.1%+28.2%0.006%
5/29/2025 Nova Wealth Management Inc.589$331K0.3%+5.7%0.000%
5/29/2025 Wilshire Advisors LLC237,694$133.56M46.7%+37.8%0.024%
5/29/2025 Plum Street Advisors LLC7,020$3.94M1.9%-0.6%0.001%
5/29/2025 Apeiron RIA LLC3,683$2.07M0.6%-89.9%0.000%
5/28/2025 Jones Financial Companies Lllp14,282,483$7.97B7.1%+18.5%1.437%
5/28/2025 Birmingham Capital Management Co. Inc. AL4,768$2.68M1.0%-2.9%0.000%
5/28/2025 GK Wealth Management LLC1,183$665K0.8%+1.5%0.000%
5/28/2025 Wealth Management Associates Inc.18,826$10.58M4.5%+5.3%0.002%
5/28/2025 Intrua Financial LLC11,426$6.42M0.9%+97.6%0.001%
5/27/2025 Jacobi Capital Management LLC12,596$7.08M0.5%-7.0%0.001%
5/27/2025 Advisors Capital Management LLC141,056$79.26M1.2%+15.3%0.014%
5/27/2025 SWS Partners52,884$29.72M9.3%-1.5%0.005%
5/22/2025 Rollins Financial Advisors LLC1,841$1.03M0.2%-8.4%0.000%
5/22/2025 Mattson Financial Services LLC220$124K0.0%N/A0.000%
5/22/2025 BOS Asset Management LLC7,815$4.39M1.5%-10.1%0.001%
5/22/2025 Kilter Group LLC55,008$30.91M20.2%-6.1%0.006%
5/21/2025 Indiana Trust & Investment Management Co3,460$1.94M0.7%+6.9%0.000%
5/21/2025 MBL Wealth LLC2,127$1.20M0.1%+10.1%0.000%
5/21/2025 McAdam LLC38,001$21.35M1.3%-8.7%0.004%
5/21/2025 Geneos Wealth Management Inc.153,625$86.32M2.9%+7.4%0.015%
5/21/2025 Schmidt P J Investment Management Inc.7,448$4.19M0.8%-7.4%0.001%
5/21/2025 CBM Financial LLC54,129$32.11M26.4%N/A0.005%
5/20/2025 Blue Rock Wealth Management LLC828$465K0.4%-2.7%0.000%
5/20/2025 Fortis Capital Advisors LLC17,253$9.70M2.0%+476.3%0.002%
5/20/2025 Belpointe Asset Management LLC30,363$17.06M0.9%+98.8%0.003%
5/20/2025 Focus Partners Wealth649,627$365.03M0.9%+2.4%0.065%
5/20/2025 Flaharty Asset Management LLC50$28K0.0%N/A0.000%
5/20/2025 Nepc LLC15,178$8.53M0.2%+0.2%0.002%
5/20/2025 Integrity Alliance LLC.266,150$149.55M5.9%+66.5%0.027%
5/20/2025 Anchor Investment Management LLC367$206K0.0%-8.3%0.000%
5/20/2025 Glenview Trust co304,114$170.88M3.3%+0.0%0.031%
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5/20/2025 Chokshi & Queen Wealth Advisors Inc62,355$35.04M21.4%+0.1%0.006%
5/20/2025 Aspen Investment Management Inc5,792$3.25M1.5%+1.9%0.001%
5/20/2025 Japan Science & Technology Agency1,170,800$657.87M10.1%N/A0.118%
5/19/2025 SageView Advisory Group LLC44,663$25.10M1.1%-0.1%0.004%
5/19/2025 Advisory Alpha LLC3,031$1.70M0.1%+3.6%0.000%
5/19/2025 Trinity Financial Advisors LLC1,337$722K0.3%+262.3%0.000%
5/19/2025 Game Plan Financial Advisors LLC166$93K0.0%+19.4%0.000%
5/19/2025 Alaethes Wealth LLC5,402$3.04M1.1%-4.8%0.001%
5/19/2025 SCS Capital Management LLC117,636$66.10M0.8%N/A0.012%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,420,607$798.24M0.2%+15.5%0.143%
5/19/2025 Legacy Advisory Services LLC6,967$3.92M3.3%N/A0.001%
5/16/2025 Windsor Advisory Group LLC9,801$5.51M7.1%+19,502.0%0.001%
5/16/2025 Prostatis Group LLC7,140$4.01M1.3%+1.2%0.001%
5/16/2025 Hancock Prospecting Pty Ltd364,361$204.73M4.4%+233.1%0.037%
5/16/2025 American Trust641$360K0.1%-93.5%0.000%
5/16/2025 McIlrath & Eck LLC5,893$3.31M0.4%-0.3%0.001%
5/16/2025 Empowered Funds LLC17,509$9.84M0.1%+111.2%0.002%
5/16/2025 AAF Wealth Management LLC76,861$43.19M23.3%+2.2%0.008%
5/16/2025 Northeast Financial Consultants Inc16,504$9.27M0.4%+3.2%0.002%
5/16/2025 Axiom Investors LLC DE2,600$1.46M0.0%+73.3%0.000%
5/16/2025 Ascent Group LLC30,965$17.40M0.7%+73.2%0.003%
5/16/2025 Arete Wealth Advisors LLC18,085$10.16M0.7%+1.6%0.002%
5/16/2025 Great Lakes Advisors LLC130,152$73.13M0.7%-14.0%0.013%
5/16/2025 Signature Estate & Investment Advisors LLC27,012$15.18M0.4%-1.3%0.003%
5/16/2025 Ashton Thomas Private Wealth LLC92,162$51.79M2.0%-3.3%0.009%
5/16/2025 Kestra Investment Management LLC6,084$3.42M0.1%+76.5%0.001%
5/16/2025 Resources Management Corp CT ADV4,107$2.31M0.3%-1.6%0.000%
5/16/2025 Cape Investment Advisory Inc.2,066$1.16M0.5%-5.7%0.000%
5/16/2025 ROSS JOHNSON & Associates LLC555$312K5.4%+4,169.2%0.000%
5/16/2025 Jones Financial Companies Lllp14,644,144$7.86B7.2%+21.5%1.473%
5/16/2025 CKW Financial Group671,159$378.39M47.3%-0.4%0.068%
5/16/2025 Legacy Wealth Managment LLC ID1,637$920K0.7%+694.7%0.000%
5/16/2025 Obsidian Personal Planning Solutions LLC758$423K0.2%-5.4%0.000%
5/16/2025 Coordinated Financial Services Inc. CO29,336$16.48M12.6%N/A0.003%
5/16/2025 Talon Private Wealth LLC3,600$2.02M0.3%-13.6%0.000%
5/16/2025 Tolleson Wealth Management Inc.4,923$2.77M0.5%+5.7%0.000%
5/16/2025 Sepio Capital LP7,165$4.03M0.3%-1.5%0.001%
5/16/2025 Raab & Moskowitz Asset Management LLC7,785$4.37M1.1%-4.3%0.001%
5/16/2025 Redwood Financial Network Corp1,520$854K0.7%+9.4%0.000%
5/16/2025 Richwood Investment Advisors LLC35,917$20.18M17.2%+3.1%0.004%
5/16/2025 Rise Advisors LLC371$208K0.1%+11.4%0.000%
5/16/2025 Ruggaard & Associates LLC8,149$4.58M2.0%+8.5%0.001%
5/16/2025 Passaic Partners LLC42,456$23.86M3.6%+38.1%0.004%
5/16/2025 Permanens Capital L.P.559$314K0.1%N/A0.000%
5/16/2025 Pinnacle Family Advisors LLC22,020$12.37M6.7%-22.8%0.002%
5/16/2025 Plancorp LLC4,672$2.63M0.1%+3.8%0.000%
5/16/2025 Nepc LLC15,178$8.53M0.2%+0.2%0.002%
5/16/2025 National Wealth Management Group LLC13,246$7.44M4.9%+10.3%0.001%
5/16/2025 Nearwater Capital Markets Ltd1,000,000$561.90M16.0%-4.9%0.101%
5/16/2025 New Vernon Capital Holdings II LLC24,775,295$13.92B62.7%+53,779.2%2.492%
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5/16/2025 NewEdge Advisors LLC816,279$458.67M2.7%-0.8%0.082%
5/16/2025 Millennium Management LLC9,308,270$5.23B2.8%+67.7%0.936%
5/16/2025 Integrated Wealth Concepts LLC346,830$194.88M2.3%-4.4%0.035%
5/16/2025 Ironvine Capital Partners LLC356$200K0.0%N/A0.000%
5/16/2025 Jentner Corp4,079$2.29M0.7%-1.0%0.000%
5/16/2025 Gotham Asset Management LLC272,869$153.33M1.3%+18.2%0.027%
5/16/2025 Granby Capital Management LLC17,000$9.55M5.1%-62.2%0.002%
5/16/2025 Greenline Partners LLC16,113$9.05M1.3%+5,343.6%0.002%
5/16/2025 Hall Laurie J Trustee892$501K0.2%-44.4%0.000%
5/16/2025 Hancock Whitney Corp394,933$221.91M7.2%-2.8%0.040%
(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, 3,850 institutional investors and hedge funds held shares of iShares Core S&P 500 ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($20.06B), 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 IVV's institutional investors.

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

Of the 3,396 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), 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), Marshall Wace LLP ($10.93M), 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 406,325,517 shares in the last 24 months. This purchase volume represents approximately $213.84B in transactions.

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

Of the 2,649 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), Envestnet Asset Management Inc. ($3.96M), Northwestern Mutual Wealth Management Co. ($3.94M), Soundwatch Capital LLC ($3.57M), Citigroup Inc. ($3.35M), and Nisa Investment Advisors LLC ($3.28M).

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

Institutional investors have sold a total of 108,348,147 shares in the last 24 months. This volume of shares sold represents approximately $57.21B in transactions.


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This page (NYSEARCA:IVV) was last updated on 6/15/2025 by MarketBeat.com Staff
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