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

iShares Core S&P 500 ETF logo
$745.14 0.00 (0.00%)
As of 06/12/2026 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)
2991
Total
Institutional Inflows
(last 12 months)
$136.60B
Number of
Institutional Sellers
(last 12 months)
2394
Total
Institutional Outflows
(last 12 months)
$93.63B
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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
6/12/2026S&A Financial Services Inc.449$293K0.2%N/A0.000%
6/11/2026 LFG Wealth Partners LLC693$453K0.3%+62.3%0.000%
6/11/2026 Three Bearings Fiduciary Advisors Inc.1,918$1.25M1.2%-10.8%0.000%
6/10/2026 Curry Webb Wealth Management LLC53,507$34.95M16.5%N/A0.005%
6/10/2026 FAS Wealth Partners Inc.11,211$7.32M0.5%-2.1%0.001%
6/9/2026 Contango Wealth Management LLC17,866$11.67M13.6%-24.5%0.002%
6/9/2026 Rathbones Group PLC7,531$4.92M0.0%-3.3%0.001%
6/8/2026 First National Bank of Mount Dora Trust Investment Services1,210$790K0.2%-6.9%0.000%
6/8/2026 Pine Valley Investments Ltd Liability Co25,115$16.41M0.8%-0.8%0.002%
6/4/2026 Town Capital LLC16,525$10.79M8.7%+81.6%0.001%
6/3/2026 Wealthquest Corp2,814$1.84M0.1%-6.3%0.000%
6/3/2026 CoreFirst Bank & Trust6,345$4.15M2.2%+4.5%0.001%
6/3/2026 DBK Financial Counsel LLC2,913$1.90M1.4%-12.1%0.000%
6/3/2026 Stillwater Private Wealth LLC793$517K0.4%N/A0.000%
6/3/2026 DV Trading LLC2,583$1.69M0.0%+19.0%0.000%
6/3/2026 NewEdge Advisors LLC879,831$574.71M2.1%+9.5%0.080%
6/2/2026 Optiver Holding B.V.11,495$7.51M0.0%N/A0.001%
6/1/2026 First Nebraska Trust Co1,005$656K0.1%N/A0.000%
6/1/2026 Foguth Wealth Management LLC.1,107$723K0.1%+39.9%0.000%
6/1/2026 Concorde Asset Management LLC20,900$13.65M6.7%+1.1%0.002%
6/1/2026 Financial Solutions Advisory Group Inc.4,293$2.80M0.4%N/A0.000%
6/1/2026 Integrated Investment Consultants LLC12,630$8.25M1.8%-13.4%0.001%
6/1/2026 Keel Point LLC14,868$9.71M0.6%+55.8%0.001%
5/29/2026 Mullaney Keating & Wright Inc.4,808$3.14M1.7%+0.4%0.000%
5/29/2026 Ipsen Advisor Group LLC799$522K0.4%-3.6%0.000%
5/29/2026 Asset Dedication LLC5,329$3.48M0.2%+3.1%0.000%
5/28/2026 Cozad Asset Management Inc.2,307$1.51M0.1%-1.6%0.000%
5/28/2026 Lavelle Capital LP2,000$1.31M0.8%N/A0.000%
5/28/2026 Maripau Wealth Management LLC5,162$3.37M1.5%+19.7%0.000%
5/27/2026 Allen Capital Group LLC10,340$6.75M0.6%+0.2%0.001%
5/27/2026 Security Financial Services INC.631$412K0.1%+4.0%0.000%
5/27/2026 Westshore Wealth LLC1,050$686K0.2%+35.7%0.000%
5/26/2026 Serenity Investment Advisors631$412K0.2%+46.4%0.000%
5/26/2026 Glenmede Trust Co. NA173,890$113.59M0.6%+14.3%0.016%
5/26/2026 Summit Financial Wealth Advisors LLC5,577$3.64M0.5%+44.8%0.001%
5/26/2026 Ruggaard & Associates LLC5,774$3.77M1.5%-3.3%0.001%
5/26/2026 Axiom Investment Management LLC119$78K0.1%N/A0.000%
5/22/2026 Summitry LLC1,037$677K0.0%-30.3%0.000%
5/22/2026 WNY Asset Management LLC6,643$4.34M0.4%N/A0.001%
5/22/2026 Coastline Complete Wealth LLC8,394$5.48M3.4%+0.3%0.001%
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5/22/2026 Independent Wealth Advisors LLC454$296K0.3%+32.0%0.000%
5/22/2026 Wellington Grp LLC1,030$673K0.2%+13.1%0.000%
5/22/2026 Verus Capital Partners LLC49,228$32.16M2.2%+1.1%0.004%
5/21/2026 Raab & Moskowitz Asset Management LLC7,172$4.69M1.0%-4.4%0.001%
5/21/2026 GKV Capital Management Co. Inc.1,701$1.11M0.4%-9.4%0.000%
5/21/2026 Argent Capital Management LLC2,404$1.57M0.0%-62.0%0.000%
5/21/2026 Essential Partners LLC5,350$3.50M1.2%+5.3%0.000%
5/21/2026 Vestor Capital LLC70,219$45.87M3.3%+11,583.7%0.006%
5/21/2026 J. Derek Lewis & Associates Inc.1,412$923K0.2%+2.0%0.000%
5/21/2026 BankChampaign National Association104$68K0.1%N/A0.000%
5/21/2026 JDM Financial Group LLC20,997$13.71M2.9%-1.4%0.002%
5/20/2026 Hobbs Group Advisors LLC569$372K0.1%+7.8%0.000%
5/20/2026 Arete Wealth Advisors LLC12,709$8.30M0.5%-19.1%0.001%
5/20/2026 RMR Capital Management LLC1,498$979K0.7%-3.4%0.000%
5/20/2026 SOA Wealth Advisors LLC.3,551$2.32M0.2%-2.3%0.000%
5/20/2026 Leigh Baldwin & CO. LLC2,330$1.52M1.0%+2.9%0.000%
5/20/2026 TrueWealth Financial Partners634$414K0.2%N/A0.000%
5/19/2026 Western Wealth Management LLC44,876$29.31M1.1%+35.5%0.004%
5/19/2026 McIlrath & Eck LLC4,969$3.25M0.2%-3.6%0.000%
5/19/2026 Sonoma Allocations LLC51,544$34.08M11.8%-5.8%0.005%
5/19/2026 Eley Financial Management Inc37,988$24.81M8.7%-3.5%0.003%
5/19/2026 Orographic Financial Advisors LLC991$647K0.5%N/A0.000%
5/19/2026 Cim Investment Management Inc.124,650$81.42M21.7%-1.4%0.011%
5/19/2026 Silicon Valley Capital Partners1,804$1.18M0.1%-3.6%0.000%
5/19/2026 Cornerstone Wealth LLC TN1,904$1.36M0.8%N/A0.000%
5/19/2026 Bank of America Corp DE20,079,104$13.12B1.0%-7.5%1.818%
5/19/2026 Edgestream Partners L.P.4,997$3.26M0.1%-79.9%0.000%
5/19/2026 Vestwell Advisors LLC335,295$219.02M60.0%+13.9%0.030%
5/19/2026 Financial Insights Inc.1,875$1.23M0.4%-18.2%0.000%
5/19/2026 JTC Employer Solutions Trustee Ltd4,537$2.96M0.2%-35.4%0.000%
5/19/2026 Chesapeake Wealth Management16,478$10.76M3.3%+5.2%0.001%
5/19/2026 Janus Henderson Group PLC160,308$104.72M0.0%-12.2%0.015%
5/19/2026 Centaurus Financial Inc.4,964$3.24M0.2%+1.9%0.000%
5/19/2026 Cim LLC5,802$3.79M0.5%-10.8%0.001%
5/19/2026 Bull Harbor Capital LLC11,470$7.49M2.0%N/A0.001%
5/19/2026 Strategic Investment Advisors MI4,794$3.13M0.2%+73.6%0.000%
5/19/2026 Ashton Thomas Securities LLC29,665$19.37M2.4%N/A0.003%
5/19/2026 Arkadios Wealth Advisors163,612$106.87M1.7%+14.4%0.015%
5/19/2026 Arete Wealth Advisors LLC12,709$8.30M0.6%-19.1%0.001%
5/18/2026 Sunbelt Securities Inc.31,243$20.41M1.3%+4.4%0.003%
5/18/2026 Constant Guidance Financial LLC503$329K0.2%N/A0.000%
5/18/2026 EverSource Wealth Advisors LLC32,099$20.97M0.6%+0.5%0.003%
5/18/2026 Talon Private Wealth LLC3,810$2.49M0.3%N/A0.000%
5/18/2026 California State Teachers Retirement System2,956,300$1.93B2.0%-0.1%0.268%
5/18/2026 Core Wealth Advisors Inc.190,694$124.56M29.7%+1.5%0.017%
5/18/2026 Resources Management Corp CT ADV4,089$2.67M0.4%+10.8%0.000%
5/18/2026 Royal Bank of Canada18,294,669$11.95B2.1%-35.7%1.657%
5/18/2026 RPTC Inc.228,018$148.94M26.1%+4.9%0.021%
5/18/2026 Richwood Investment Advisors LLC40,152$26.23M19.7%+1.4%0.004%
5/18/2026 Eley Financial Management Inc36,008$23.52M8.3%-8.5%0.003%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

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5/18/2026 Empowered Funds LLC25,198$16.46M0.1%+23.3%0.002%
5/18/2026 Evelyn Partners Asset Management Ltd2,892$1.89M0.5%+5.6%0.000%
5/18/2026 Evelyn Partners Investment Management LLP2,403$1.57M0.0%+1.3%0.000%
5/18/2026 Evercore Wealth Management LLC79,941$52.22M0.8%+1.7%0.007%
5/16/2026 The Manufacturers Life Insurance Company 61,105$39.91M0.0%-86.1%0.006%
5/16/2026 Mittelman Wealth Management467$305K0.2%N/A0.000%
5/16/2026 KCM Investment Advisors LLC11,756$7.68M0.3%-1.1%0.001%
5/16/2026 IMG Wealth Management Inc.177$116K0.1%-71.8%0.000%
5/16/2026 Glen Eagle Advisors LLC18,972$12.39M1.7%-6.4%0.002%
5/16/2026 Excelsior Advisor Network LLC510$333K0.1%-8.8%0.000%


IVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,325 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. ($23.18B), Marshall Wace LLP ($22.23B), Envestnet Asset Management Inc. ($19.12B), Morgan Stanley ($16.46B), Creative Planning ($15.22B), New Vernon Capital Holdings II LLC ($13.92B), and Bank of America Corp DE ($13.12B).Learn more on iShares Core S&P 500 ETF's 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.

Of the 3,876 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), Nisa Investment Advisors LLC ($20.09M), Marshall Wace LLP ($17.25M), Millennium Management LLC ($14.85M), Corient Private Wealth LLC ($14.52M), JPMorgan Chase & Co. ($12.27M), and Capula Management Ltd ($11.25M).

Institutional investors have bought a total of 204,096,302 shares in the last 24 months. This purchase volume represents approximately $136.60B in transactions.

Of the 2,394 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: JPMorgan Chase & Co. ($17.18M), Royal Bank of Canada ($10.14M), MKP Capital Management L.L.C. ($9.81M), Northwestern Mutual Wealth Management Co. ($9.20M), Capula Management Ltd ($7.72M), Envestnet Asset Management Inc. ($7.33M), and CI Investments Inc. ($6.21M).

Institutional investors have sold a total of 143,631,676 shares in the last 24 months. This volume of shares sold represents approximately $93.63B in transactions.


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This page (NYSEARCA:IVV) was last updated on 6/15/2026 by MarketBeat.com Staff.
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