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

iShares Core S&P 500 ETF logo
$773.92 0.00 (0.00%)
As of 09/4/2026 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)
2708
Total
Institutional Inflows
(last 12 months)
$127.52B
Number of
Institutional Sellers
(last 12 months)
2053
Total
Institutional Outflows
(last 12 months)
$59.94B
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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
9/4/2026 Parkside Financial Bank & Trust9,320$6.98M0.5%-3.3%0.001%
9/3/2026 Anchor Capital Advisors LLC962$720K0.0%-41.8%0.000%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group98,908$74.17M7.5%+63.0%0.009%
9/2/2026 Second Line Capital LLC2,263$1.69M0.3%-4.6%0.000%
9/2/2026 Kinetic Wealth Investment Advisors LLC3,007$2.25M1.1%N/A0.000%
9/2/2026 Range Advisory LLC5,732$4.29M0.5%+126.9%0.000%
9/2/2026 Capital & Planning LLC62,122$46.52M24.0%-8.1%0.005%
9/2/2026 Allianz Asset Management GmbH4,777,691$3.58B2.1%+386.5%0.411%
9/2/2026 Brown Lisle Cummings Inc.631$473K0.1%-9.9%0.000%
9/1/2026 Planning Project LLC254,452$195.99M39.3%N/A0.022%
9/1/2026 Agur Provident & Training Funds Management Ltd.51,800$36.50M8.6%N/A0.004%
8/31/2026 Alternative Investment Advisors LLC.204,888$153.44M58.3%+2.2%0.018%
8/27/2026 Corient Private Wealth LP4,050,717$3.03B4.2%-11.3%0.349%
8/27/2026 Tucker Asset Management LLC1,434$1.07M0.3%+10.6%0.000%
8/26/2026 HORAN Wealth LLC208,416$156.08M19.5%-46.9%0.018%
8/26/2026 Wellington Grp LLC737$552K0.1%-28.4%0.000%
8/26/2026 Brown Financial Advisors821$615K0.2%+5.9%0.000%
8/26/2026 HighTower Advisors LLC3,272,035$2.45B2.4%+2.7%0.282%
8/25/2026 Advus Financial Partners LLC42,193$31.60M7.2%+0.7%0.004%
8/25/2026 Tobias Financial Advisors Inc.2,630$1.97M0.2%-12.6%0.000%
8/25/2026 Kingsbury Capital Investment Advisors LLC276$207K0.2%N/A0.000%
8/25/2026 Financial Insights Inc.1,956$1.47M0.4%+4.3%0.000%
8/24/2026 Alaska Permanent Fund Corp1,321,665$989.78M65.6%-0.1%0.114%
8/24/2026 Serenity Investment Advisors580$444K0.2%-8.1%0.000%
8/23/2026 Atlantic Private Wealth LLC2,883$2.16M1.3%-2.3%0.000%
8/23/2026 Mason & Associates LLC5,735$4.30M0.9%+1.3%0.000%
8/23/2026 Ameritas Advisory Services LLC119,791$89.71M1.8%+149.0%0.010%
8/23/2026 Guardian Wealth Advisors LLC NC25,045$18.76M1.1%+2.8%0.002%
8/23/2026 Straight Path Wealth Management7,400$5.54M1.3%+14.0%0.001%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.5,619$4.21M1.0%+38.6%0.000%
8/23/2026 Wedmont Private Capital17,078$12.95M0.4%+5.9%0.001%
8/23/2026 Kintra Wealth LLC73,578$57.50M3.0%+40.5%0.006%
8/23/2026 Morling Financial Advisors LLC8,180$6.13M1.7%+1.6%0.001%
8/23/2026 PCG Wealth Advisors LLC5,477$4.10M0.9%+22.8%0.000%
8/23/2026 Passaic Partners LLC115,530$86.52M6.4%+11.7%0.010%
8/23/2026 Aspire Capital Advisors LLC3,786$2.84M0.6%-1.5%0.000%
8/23/2026 Endeavor Private Wealth Inc.35,526$26.61M6.4%+52.8%0.003%
8/23/2026 Midwest Heritage Bank FSB2,051$1.54M0.4%-2.4%0.000%
8/23/2026 Sovereign Investment Advisors LLC91,398$68.45M12.8%+0.3%0.008%
8/23/2026 SFG Wealth Management LLC.445$333K0.1%-21.0%0.000%
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8/23/2026 Beaird Harris Wealth Management LLC19,799$14.83M0.9%+1.5%0.002%
8/23/2026 Operose Advisors LLC4,547$3.41M0.7%+10.6%0.000%
8/23/2026 Ameliora Wealth Management Ltd.32,682$24.48M7.3%-2.6%0.003%
8/23/2026 HB Wealth Management LLC220,501$165.13M0.9%-1.8%0.019%
8/23/2026 Mid American Wealth Advisory Group Inc.454$340K0.1%-12.9%0.000%
8/23/2026 UNC Management Company Inc.2,026,143$1.52B73.4%+8.3%0.174%
8/23/2026 Nilsine Partners LLC12,993$9.73M0.7%+0.9%0.001%
8/23/2026 Northeast Planning Associates INC. NH298$223K0.2%N/A0.000%
8/23/2026 Nvest Financial LLC2,728$2.04M0.6%+56.7%0.000%
8/23/2026 Hutchens & Kramer Investment Management Group LLC3,548$2.66M0.7%+42.1%0.000%
8/23/2026 Asset Allocation Strategies LLC1,463$1.10M0.2%-2.5%0.000%
8/23/2026 Angeles Wealth Management LLC3,510$2.63M0.1%-3.7%0.000%
8/23/2026 Ridgeline Wealth LLC349$261K0.1%-3.9%0.000%
8/23/2026 Highland Financial Advisors LLC846$634K0.1%-39.8%0.000%
8/23/2026 Azimuth Capital Investment Management LLC873$654K0.0%-4.4%0.000%
8/23/2026 Unique Wealth LLC151,429$113.40M13.2%-0.6%0.013%
8/23/2026 Kaydan Wealth Management Inc.6,523$4.89M1.5%+2.2%0.001%
8/23/2026 Chokshi & Queen Wealth Advisors Inc71,121$53.26M24.7%+3.2%0.006%
8/22/2026 Advisory Solutions Group LLC12,025$9.01M3.0%N/A0.001%
8/22/2026 Rose Capital Advisors LLC32,464$24.31M12.2%N/A0.003%
8/22/2026 Schuylkill Financial LLC14,627$10.95M10.0%N/A0.001%
8/22/2026 Compass Financial Management LLC4,700$3.60M0.4%N/A0.000%
8/22/2026 NI Acquisitions Company LLC283$212K0.1%N/A0.000%
8/22/2026 NBH Bank5,531$4.14M1.8%N/A0.000%
8/22/2026 Gainline Financial Partners LLC24,119$18.06M16.9%N/A0.002%
8/22/2026 Succession Financial Inc.671$502K0.5%N/A0.000%
8/22/2026 MW Advisory LLC11,450$8.58M3.4%N/A0.001%
8/22/2026 Tenet Wealth Partners LLC46,469$34.51M25.5%N/A0.004%
8/22/2026 Old Mission Investment Co LLC5,932$4.44M0.9%N/A0.001%
8/22/2026 Montgomery Financial Services LLC43$32K0.0%N/A0.000%
8/22/2026 OceanIQ Capital LLC8,416$6.52M4.0%N/A0.001%
8/22/2026 Highland Investment Advisors LLC7,898$5.91M2.6%N/A0.001%
8/22/2026 Timbuktu Capital Management LLC254$190K0.3%N/A0.000%
8/22/2026 TOP Private Wealth LLC.2,205$1.65M1.6%N/A0.000%
8/22/2026 Strive Financial Group LLC2,676$2.00M0.9%+30.5%0.000%
8/22/2026 Invested Advisors5,390$4.04M3.6%-10.3%0.000%
8/22/2026 Cassilly Financial Group LLC7,322$5.48M4.0%+8.3%0.001%
8/22/2026 Hopwood Nicholas Hunter283$212K0.1%N/A0.000%
8/22/2026 Blalock Williams LLC16,650$12.47M8.1%+74.9%0.001%
8/22/2026 Jeter Robert S II29,063$22.03M20.8%+0.8%0.003%
8/22/2026 Missouri Education Pension Trust124,141$92.97M34.0%-43.0%0.011%
8/22/2026 Aureum Wealth Management LLC1,629$1.22M0.8%-0.9%0.000%
8/22/2026 Elevation Wealth Management LLC1,788$1.34M1.0%+37.3%0.000%
8/22/2026 Plan A Wealth LLC3,335$2.50M1.1%-21.2%0.000%
8/22/2026 Mann Financial Group Inc.61,362$45.95M38.5%+2.3%0.005%
8/22/2026 Cornerstone Advisors Asset Management LLC44,286$33.17M4.4%-0.7%0.004%
8/22/2026 Jim Saulnier & Associates LLC2,166$1.62M0.7%+12.5%0.000%
8/22/2026 Three Seasons Wealth LLC6,581$4.93M0.5%-2.9%0.001%
8/22/2026 SMART Wealth LLC14,406$10.79M2.3%+134.7%0.001%
8/22/2026 Retirement Wealth Solutions LLC30,361$22.74M12.5%+26.0%0.003%
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8/22/2026 Comprehensive Financial Planning Inc. PA7,284$5.46M2.9%+3.4%0.001%
8/22/2026 Legacy Wealth Managment LLC ID3,495$2.62M1.2%+53.4%0.000%
8/22/2026 Rik Saylor Financial Inc.4,923$3.69M2.3%+12.1%0.000%
8/22/2026 Tudor Financial Inc.6,130$4.59M2.1%-94.4%0.001%
8/22/2026 LifePlan Investment Advisors Inc.17,403$13.03M4.5%+66.4%0.001%
8/22/2026 NWF Advisory Services Inc.28,065$21.02M2.0%+1.0%0.002%
8/22/2026 Rogco LP90,254$67.59M21.1%-0.6%0.008%
8/22/2026 Tassel Capital Management Inc.368$276K0.1%+6.1%0.000%
8/22/2026 Syon Capital LLC55,958$41.91M1.8%+10.9%0.005%
8/22/2026 TD Waterhouse Canada Inc.106,124$79.50M0.2%+9.5%0.009%


IVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,333 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. ($26.23B), 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 3,859 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), Corient Private Wealth LLC ($14.52M), Allianz Asset Management GmbH ($13.13M), Millennium Management LLC ($12.72M), JPMorgan Chase & Co. ($12.27M), and Marshall Wace LLP ($11.48M).

Institutional investors have bought a total of 187,140,874 shares in the last 24 months. This purchase volume represents approximately $127.52B in transactions.

Of the 2,053 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), Northwestern Mutual Wealth Management Co. ($9.20M), CI Investments Inc. ($6.21M), Laurel Wealth Advisors LLC ($2.75M), Wealthspire Advisors LLC ($2.59M), and BNP Paribas Financial Markets ($2.36M).

Institutional investors have sold a total of 88,947,278 shares in the last 24 months. This volume of shares sold represents approximately $59.94B in transactions.


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Institutional ownership data for NYSEARCA:IVV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2026. New 13F filings are added each quarter as they're published.
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