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

iShares Core S&P 500 ETF logo
$774.83 +4.21 (+0.55%)
Closing price 09/25/2026 04:10 PM Eastern
Extended Trading
$775.67 +0.84 (+0.11%)
As of 09/25/2026 07:39 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 Massive. Learn more.
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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)
2720
Total
Institutional Inflows
(last 12 months)
$134.88B
Number of
Institutional Sellers
(last 12 months)
2062
Total
Institutional Outflows
(last 12 months)
$61.79B
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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
9/25/2026Atomic Invest LLC2,541$1.89M0.2%+1.0%0.000%
9/23/2026 QRG Capital Management Inc.42,877$32.11M0.2%+187.8%0.004%
9/23/2026 Envestnet Portfolio Solutions Inc.2,008,278$1.50B6.6%+66.1%0.183%
9/23/2026 Envestnet Asset Management Inc.41,391,871$31.00B4.6%+25.6%3.780%
9/22/2026 State Street Corp499,630$374.17M0.0%-6.2%0.046%
9/21/2026 Silicon Valley Capital Partners1,774$1.33M0.1%-1.7%0.000%
9/21/2026 Altar Rock LLC279$209K0.3%N/A0.000%
9/18/2026 Security National Bank of Sioux City Iowa IA321$240K0.1%N/A0.000%
9/15/2026 Reynders McVeigh Capital Management LLC647$484K0.0%-10.9%0.000%
9/15/2026 Cherry Tree Wealth Management LLC23,740$17.78M3.3%-0.4%0.002%
9/14/2026 Revere Asset Management Inc926$693K0.3%-20.3%0.000%
9/11/2026 Bullseye Investment Management LLC123$92K0.0%N/A0.000%
9/11/2026 Smith Chas P & Associates PA Cpas92,987$69.64M3.4%+5.9%0.008%
9/11/2026 Talon Private Wealth LLC3,982$2.98M0.4%+4.5%0.000%
9/11/2026 Marathon Wealth Advisors LLC8,418$6.30M2.1%+12.6%0.001%
9/9/2026 Miramontes Capital LLC40,910$30.64M9.6%-1.6%0.004%
9/9/2026 Core Capital Management & Research inc.525$403K0.2%N/A0.000%
9/9/2026 The Manufacturers Life Insurance Company233,323$174.49M0.1%+281.8%0.020%
9/9/2026 Capstone Financial Advisors Inc.1,317$987K0.0%-5.0%0.000%
9/9/2026 Tortoise Investment Management LLC142,937$107.04M8.0%-1.6%0.012%
9/9/2026 Tarbox Family Office Inc.310,326$232.40M33.3%-1.1%0.027%
9/9/2026 Sequoia Financial Advisors LLC96,552$72.31M0.4%+0.3%0.008%
9/9/2026 Tidal Investments LLC311,155$233.02M0.4%-3.4%0.027%
9/9/2026 Van Hulzen Asset Management LLC37,516$28.10M2.0%+12.2%0.003%
9/9/2026 Cahill Financial Advisors Inc.5,949$4.46M0.4%-6.1%0.001%
9/9/2026 IPG Investment Advisors LLC3,938$2.95M0.4%+60.2%0.000%
9/9/2026 MCF Advisors LLC69,097$51.75M1.8%-0.2%0.006%
9/9/2026 Bienville Capital Management LLC6,410$4.80M0.6%+1,377.0%0.001%
9/9/2026 Archford Capital Strategies LLC4,233$3.17M0.3%-0.5%0.000%
9/9/2026 Gemmer Asset Management LLC5,908$4.42M0.3%+1.6%0.001%
9/9/2026 Lotus Asset Management LLC286$214K0.2%N/A0.000%
9/9/2026 Capital Analysts LLC219,719$164.55M3.8%+18.2%0.019%
9/9/2026 Summit Financial Strategies Inc.180,782$135.39M9.5%+7.8%0.016%
9/9/2026 SVB Wealth LLC48,109$36.03M2.1%-11.6%0.004%
9/9/2026 Insight Wealth Partners LLC1,247$934K0.1%+15.5%0.000%
9/9/2026 Concorde Asset Management LLC22,630$16.95M9.7%+8.3%0.002%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC52,676$39.45M2.4%-0.1%0.005%
9/9/2026 NorthRock Partners LLC28,201$21.12M0.3%-0.9%0.002%
9/9/2026 Integrated Wealth Concepts LLC396,510$296.94M1.7%+10.9%0.034%
9/9/2026 Community Bank N.A.47,247$35.38M3.8%+0.8%0.004%
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9/9/2026 RFG Advisory LLC26,054$19.51M0.3%-6.8%0.002%
9/9/2026 NewEdge Advisors LLC1,183,931$886.63M2.6%+34.6%0.102%
9/9/2026 Colony Family Offices LLC8,377$6.27M1.4%-3.5%0.001%
9/9/2026 Hedeker Wealth LLC270$202K0.0%N/A0.000%
9/9/2026 IFP Advisors Inc54,261$40.64M0.7%+0.1%0.005%
9/9/2026 Squarepoint Ops LLC8,003,931$5.99B6.4%-34.2%0.689%
9/9/2026 Baird Financial Group Inc.881,643$660.26M0.9%+2.1%0.076%
9/9/2026 Arcus Capital Partners LLC4,022$3.01M1.3%-25.5%0.000%
9/9/2026 Sterling Investment Advisors Ltd.506$379K0.1%-55.2%0.000%
9/9/2026 One Charles Private Wealth Services LLC5,379$4.03M0.9%-1.2%0.000%
9/9/2026 Centerline Wealth Advisors LLC479$359K0.1%+9.9%0.000%
9/9/2026 XY Planning Network Inc.14,106$10.56M1.3%+17.3%0.001%
9/8/2026 New England Professional Planning Group Inc.126,855$95.00M35.5%-0.7%0.011%
9/8/2026 Ramsay Stattman Vela & Price Inc.311$233K0.0%-6.0%0.000%
9/8/2026 Hudock Inc.126,814$94.97M12.2%-0.4%0.011%
9/8/2026 Allworth Financial LP121,498$90.99M0.4%-4.4%0.010%
9/8/2026 Powerhouse Assets LLC40,136$30.06M24.4%-9.4%0.003%
9/8/2026 Waverly Advisors LLC1,297,944$972.02M5.7%+3.9%0.112%
9/8/2026 Bank OZK3,570$2.67M0.8%-6.7%0.000%
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%
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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%
8/23/2026 Beaird Harris Wealth Management LLC19,799$14.83M0.9%+1.5%0.002%


IVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,343 institutional investors and hedge funds held shares of iShares Core S&P 500 ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($31.00B), Northwestern Mutual Wealth Management Co. ($26.23B), Marshall Wace LLP ($22.23B), 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 3,867 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 196,955,613 shares in the last 24 months. This purchase volume represents approximately $134.88B in transactions.

Of the 2,062 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), Squarepoint Ops LLC ($4.16M), Laurel Wealth Advisors LLC ($2.75M), and Wealthspire Advisors LLC ($2.59M).

Institutional investors have sold a total of 91,048,336 shares in the last 24 months. This volume of shares sold represents approximately $61.79B in transactions.


Related Companies

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 9/25/2026. New 13F filings are added each quarter as they're published.
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