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

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$510.77
+4.95 (+0.98%)
(As of 04/26/2024 08:52 PM 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)
2158
Total
Institutional Inflows
(last 12 months)
$78.93B
Number of
Institutional Sellers
(last 12 months)
1702
Total
Institutional Outflows
(last 12 months)
$21.85B
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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
4/29/2024Baxter Bros Inc.741$390K0.1%N/A0.000%
4/27/2024 Tenon Financial LLC1,237$650K0.5%N/A0.000%
4/27/2024 Glass Jacobson Investment Advisors llc4,552$2.39M0.9%+1.2%0.001%
4/27/2024 Vigilare Wealth Management4,570$2.40M1.2%-18.7%0.001%
4/27/2024 Hourglass Capital LLC509$268K0.1%N/A0.000%
4/27/2024 Nadler Financial Group Inc.34,738$18.26M2.3%+2.4%0.004%
4/27/2024 Conning Inc.107,942$56.75M1.9%-3.6%0.013%
4/27/2024 Fonville Wealth Management LLC2,620$1.38M0.6%+5.1%0.000%
4/27/2024 Foster Victor Wealth Advisors LLC479$249K0.0%-20.7%0.000%
4/27/2024 Signature Wealth Management Partners LLC2,741$1.44M1.2%-5.4%0.000%
4/27/2024 Capital Performance Advisors LLP23,216$12.21M4.7%-2.9%0.003%
4/27/2024 Austin Asset Management Co Inc2,480$1.30M0.3%+1.0%0.000%
4/26/2024 Pinnacle Associates Ltd.126,320$66.41M1.0%+2.9%0.015%
4/26/2024 Sterling Investment Counsel LLC12,600$6.62M3.1%-5.0%0.001%
4/26/2024 Securian Asset Management Inc.77,260$40.62M1.2%-38.3%0.009%
4/26/2024 Aspen Investment Management Inc5,736$3.02M1.5%+0.6%0.001%
4/26/2024 Plan Group Financial LLC805$423K0.3%+13.5%0.000%
4/26/2024 McGuire Investment Group LLC2,611$1.37M0.2%+11.3%0.000%
4/26/2024 BLB&B Advisors LLC197,444$103.80M5.9%+3.6%0.023%
4/26/2024 UMB Bank n.a.544,641$286.33M4.5%+3.0%0.064%
4/26/2024 Ashford Advisors LLC437,245$229.87M58.0%-0.9%0.051%
4/26/2024 RCS Financial Planning LLC18,093$9.51M5.9%-39.1%0.002%
4/26/2024 Advisors Management Group Inc. ADV984$517K0.1%N/A0.000%
4/26/2024 Narwhal Capital Management149,972$78.85M7.7%+2.6%0.018%
4/26/2024 Arcataur Capital Management LLC139,980$73.59M26.4%-2.1%0.016%
4/26/2024 Highview Capital Management LLC DE 27,506$14.46M6.5%+0.9%0.003%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.4,447$2.34M1.8%-95.0%0.001%
4/26/2024 Riverbridge Partners LLC2,162$1.14M0.0%-84.5%0.000%
4/26/2024 Northwest Bancshares Inc.30,422$15.99M2.5%-0.8%0.004%
4/26/2024 JNBA Financial Advisors170,518$89.65M9.4%+535.6%0.020%
4/26/2024 Yousif Capital Management LLC505$265K0.0%-67.0%0.000%
4/26/2024 Schmidt P J Investment Management Inc.8,283$4.36M0.8%-1.4%0.001%
4/26/2024 YHB Investment Advisors Inc.17,535$9.22M0.8%+0.9%0.002%
4/26/2024 SlateStone Wealth LLC2,267$1.19M0.1%+27.1%0.000%
4/26/2024 ZWJ Investment Counsel Inc.10,582$5.56M0.3%+23.7%0.001%
4/26/2024 Coastline Trust Co58,463$30.74M3.7%+9.5%0.007%
4/26/2024 Opus Capital Group LLC3,664$1.93M0.3%-13.1%0.000%
4/26/2024 First National Trust Co33,924$17.84M0.7%-3.2%0.004%
4/26/2024 Sage Advisory Services Ltd.Co.82,830$43.55M11.9%-9.5%0.010%
4/26/2024 McKinley Carter Wealth Services Inc.173,765$91.35M6.1%+3.9%0.020%
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4/26/2024 SFG Wealth Management LLC.727$382K0.2%+25.8%0.000%
4/26/2024 Clear Creek Financial Management LLC78,969$41.52M5.3%+4.6%0.009%
4/26/2024 Quantum Financial Advisors LLC779$410K0.1%-5.6%0.000%
4/26/2024 Members Trust Co1,946$1.02M0.0%+92.9%0.000%
4/26/2024 Sumitomo Life Insurance Co.555,000$266.63M6.5%N/A0.065%
4/26/2024 First Personal Financial Services22,390$11.77M2.7%+3.0%0.003%
4/26/2024 Chicago Partners Investment Group LLC57,210$29.07M1.2%+1.8%0.007%
4/26/2024 Mesirow Financial Investment Management Inc.221,090$116.25M2.6%N/A0.026%
4/26/2024 MONECO Advisors LLC3,889$2.05M0.3%+17.1%0.000%
4/26/2024 Sprinkle Financial Consultants LLC6,087$3.20M2.7%+1.6%0.001%
4/26/2024 Sigma Investment Counselors Inc.630,586$331.52M18.1%-1.0%0.074%
4/26/2024 Verdence Capital Advisors LLC16,352$8.60M0.8%-1.2%0.002%
4/26/2024 Robinson Smith Wealth Advisors LLC442$232K0.2%-53.1%0.000%
4/26/2024 Davies Financial Advisors Inc.413$217K0.2%N/A0.000%
4/26/2024 Emerald Advisors LLC11,516$6.05M1.1%-1.2%0.001%
4/26/2024 Claris Advisors LLC MO397$209K0.1%N/A0.000%
4/26/2024 Terra Nova Asset Management LLC444$233K0.2%-19.6%0.000%
4/26/2024 Latitude Advisors LLC25,204$13.25M8.3%+11.2%0.003%
4/26/2024 Tritonpoint Wealth LLC23,298$12.25M1.2%+32.0%0.003%
4/26/2024 Meridian Wealth Management LLC33,424$17.57M2.9%+10.5%0.004%
4/26/2024 Bogart Wealth LLC2,728$1.43M0.1%+40.5%0.000%
4/25/2024 Allworth Financial LP106,950$56.23M0.4%-6.9%0.012%
4/25/2024 Bear Mountain Capital Inc.8,132$4.09M1.8%-0.3%0.001%
4/25/2024 Lindbrook Capital LLC6,666$3.51M0.3%-4.2%0.001%
4/25/2024 Cardinal Strategic Wealth Guidance128,891$67.76M25.5%-7.8%0.015%
4/25/2024 One Day In July LLC24,149$12.70M1.7%+19.9%0.003%
4/25/2024 W Advisors LLC12,158$6.39M4.4%-3.7%0.001%
4/25/2024 Lodestar Private Asset Management LLC108,558$57.07M8.1%-0.2%0.013%
4/25/2024 Mendota Financial Group LLC18,052$9.49M5.6%+138.2%0.002%
4/25/2024 Human Investing LLC38,552$20.27M4.1%+0.3%0.005%
4/25/2024 Center for Financial Planning Inc.1,026$539K0.1%+18.5%0.000%
4/25/2024 Inlet Private Wealth LLC848$446K0.1%-4.8%0.000%
4/25/2024 TRUE Private Wealth Advisors19,643$10.33M1.2%-24.9%0.002%
4/25/2024 Strategy Asset Managers LLC9,330$4.91M1.1%+1.7%0.001%
4/25/2024 Osborne Partners Capital Management LLC1,409$741K0.0%-10.9%0.000%
4/25/2024 Bridges Investment Management Inc.71,144$37.40M1.2%-1.4%0.008%
4/25/2024 TNF LLC104,114$52.89M20.9%+2.6%0.012%
4/25/2024 Smith Chas P & Associates PA Cpas86,556$45.51M2.7%-3.6%0.010%
4/25/2024 Oldfather Financial Services LLC6,485$3.41M1.4%-1.4%0.001%
4/25/2024 Fielder Capital Group LLC711$374K0.2%N/A0.000%
4/25/2024 Advocate Group LLC415$218K0.0%-30.8%0.000%
4/25/2024 HTLF Bank10,421$5.48M0.6%+1.1%0.001%
4/25/2024 Capital Investment Advisory Services LLC21,283$11.19M1.2%-1.6%0.002%
4/25/2024 Triumph Capital Management6,577$3.45M1.4%+184.8%0.001%
4/25/2024 L.M. Kohn & Company1,327$698K0.2%-5.2%0.000%
4/25/2024 Center For Asset Management LLC1,028$540K0.4%-16.7%0.000%
4/25/2024 Armor Investment Advisors LLC17,409$9.15M4.4%+45.3%0.002%
4/25/2024 Valeo Financial Advisors LLC179,601$91.23M2.9%+3.3%0.021%
4/25/2024 Eudaimonia Advisors LLC2,354$1.24M0.7%+8.3%0.000%
4/25/2024 Tilson Financial Group Inc.1,190$626K0.3%-3.8%0.000%
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4/25/2024 WestHill Financial Advisors Inc.6,548$3.44M0.8%-1.7%0.001%
4/25/2024 Randolph Co Inc2,622$1.38M0.2%-9.3%0.000%
4/25/2024 Telos Capital Management Inc.19,144$10.07M1.1%+2.1%0.002%
4/25/2024 Argus Investors Counsel Inc.998$525K0.3%+66.9%0.000%
4/25/2024 National Mutual Insurance Federation of Agricultural Cooperatives3,594,347$1.89B20.0%-0.1%0.420%
4/25/2024 Summit Financial LLC41,531$21.83M1.3%+1.2%0.005%
4/25/2024 IAG Wealth Partners LLC43,814$23.03M4.9%-5.0%0.005%
4/25/2024 Cambridge Investment Research Advisors Inc.1,022,325$537.47M2.1%-1.7%0.119%
4/25/2024 Gordian Advisors LLC499$262K0.2%N/A0.000%
4/25/2024 Intergy Private Wealth LLC2,253$1.18M0.5%-1.4%0.000%
(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, 3,202 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), Sun Life Financial Inc. ($12.43B), Northwestern Mutual Wealth Management Co. ($10.75B), Bank of America Corp DE ($7.73B), JPMorgan Chase & Co. ($7.68B), and Morgan Stanley ($7.55B).Learn more on IVV's institutional investors.

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

Of the 2,848 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), Envestnet Asset Management Inc. ($14.59M), Providence Capital Advisors LLC ($11.41M), JPMorgan Chase & Co. ($9.77M), International Assets Investment Management LLC ($8.69M), 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 305,926,249 shares in the last 24 months. This purchase volume represents approximately $131.87B in transactions.

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

Of the 2,265 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 118,093,492 shares in the last 24 months. This volume of shares sold represents approximately $48.96B in transactions.


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This page (NYSEARCA:IVV) was last updated on 4/29/2024 by MarketBeat.com Staff

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