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

iShares Core S&P 500 ETF logo
$763.08 +9.71 (+1.29%)
Closing price 04:10 PM Eastern
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$759.50 -3.58 (-0.47%)
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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)
2612
Total
Institutional Inflows
(last 12 months)
$130.99B
Number of
Institutional Sellers
(last 12 months)
1949
Total
Institutional Outflows
(last 12 months)
$62.85B
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IVV Institutional Buying and Selling by Quarter

iShares Core S&P 500 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/11/2026 Patron Partners LLC2,220$1.70M0.6%+65.8%0.000%
11/11/2026 Mayflower Financial Advisors LLC54,711$41.90M3.1%-3.5%0.005%
11/11/2026 Balanced Wealth Group LLC1,621$1.23M0.4%-2.9%0.000%
11/11/2026 Edmond DE Rothschild Holding S.A.7,075$5.42M0.1%+8.0%0.001%
11/11/2026 GW&K Investment Management LLC22,804$17.47M0.1%+22.3%0.002%
11/11/2026 Private Wealth Asset Management LLC141,848$104.78M5.7%+0.4%0.012%
11/11/2026 Alteri Wealth LLC4,882$3.74M1.0%+1.8%0.000%
11/11/2026 Spreng Capital Management Inc.68,587$52.53M18.7%-1.0%0.006%
11/11/2026 Greenline Wealth Management LLC349$267K0.2%-27.9%0.000%
11/11/2026 Birchcreek Wealth Management LLC1,983$1.52M0.6%+1.6%0.000%
11/11/2026 Berger Financial Group Inc3,566$2.73M0.1%+1.9%0.000%
11/11/2026 Curtis Wealth Management LLC13,219$10.12M8.2%-10.3%0.001%
11/11/2026 WealthTrust Axiom LLC2,414$1.85M0.4%-1.8%0.000%
11/11/2026 Shared Vision Wealth Group LLC43,213$33.10M11.6%-0.4%0.004%
11/11/2026 URS Advisory LLC700$536K0.3%-4.8%0.000%
11/11/2026 Private Advisor Group LLC454,345$347.96M1.2%N/A0.039%
11/11/2026 Astoria Strategic Wealth Inc.11,812$9.05M2.1%+0.8%0.001%
11/11/2026 Tyche Wealth Partners LLC22,109$16.93M2.3%+5.5%0.002%
11/11/2026 PCG Wealth Advisors LLC4,553$3.49M0.7%-16.9%0.000%
11/11/2026 Maxele Advisors LLC5,986$4.58M3.3%-0.3%0.001%
11/11/2026 Hartford Funds Management Co LLC609$466K0.0%-82.1%0.000%
11/11/2026 Ieq Capital LLC212,820$162.99M0.7%+22.5%0.018%
11/11/2026 Focus Advisor Solutions LLC152,150$116.53M0.9%+16.9%0.013%
11/11/2026 Colonial Trust Co SC38,647$29.60M3.8%+7.5%0.003%
11/11/2026 360 Financial Inc.289$221K0.1%-8.3%0.000%
11/11/2026 Checchi Capital Advisers LLC530$406K0.0%-4.2%0.000%
11/11/2026 Aegis Wealth Management LLC15,708$12.03M5.9%-1.2%0.001%
11/11/2026 Alpha Financial Partners LLC67,904$52.01M26.5%+1.4%0.006%
11/11/2026 Madden Advisory Services Inc.1,271$974K0.3%+3.6%0.000%
11/11/2026 Independent Advisor Alliance32,167$24.32M0.6%+7.1%0.003%
11/10/2026 Frisch Financial Group Inc.1,343$1.03M0.2%-25.6%0.000%
11/10/2026 OneAscent Financial Services LLC4,741$3.63M0.2%+1.9%0.000%
11/10/2026 Beckerman Institutional LLC950$728K0.3%-13.3%0.000%
11/10/2026 OneAscent Family Office LLC1,033$791K0.3%+25.5%0.000%
11/10/2026 MA Private Wealth16,027$12.28M1.8%-3.5%0.001%
11/10/2026 Red Wave Investments LLC15,238$11.67M2.9%-0.5%0.001%
11/10/2026 Baron Silver Stevens Financial Advisors LLC89,412$68.48M8.5%+1.9%0.008%
11/10/2026 Hi Line Capital Management LLC11,536$8.84M2.4%+4.9%0.001%
11/10/2026 Genesis Wealth Advisors LLC13,305$10.19M6.0%-0.4%0.001%
11/10/2026 Daffy Charitable Fund3,524$2.70M0.3%+37.3%0.000%
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11/10/2026 Composition Wealth LLC154,328$118.19M1.3%-13.9%0.013%
11/10/2026 Chancellor Financial Group WB LP11,062$8.47M5.0%+1.7%0.001%
11/10/2026 TD Capital Management LLC80,071$61.32M5.0%-0.5%0.007%
11/10/2026 Trustmark Bank Trust Department29,060$22.26M1.3%+2.3%0.003%
11/10/2026 Bogart Wealth LLC2,927$2.24M0.1%+0.5%0.000%
11/10/2026 Prasad Wealth Partners LLC11,766$9.01M2.0%-1.3%0.001%
11/10/2026 Global Retirement Partners LLC336,224$257.50M3.6%+65.4%0.029%
11/10/2026 BCGM Wealth Management LLC26,720$20.46M4.1%+1.5%0.002%
11/10/2026 Goodman Financial Corp5,262$4.03M0.6%-0.3%0.000%
11/10/2026 Garrison Point Advisors LLC19,122$14.65M5.6%+6.3%0.002%
11/10/2026 M. Kulyk & Associates LLC1,058$810K0.1%+14.3%0.000%
11/10/2026 Legacy Financial Group LLC79,587$60.95M6.8%+6.6%0.007%
11/10/2026 Rothschild Investment LLC2,807$2.15M0.1%+31.0%0.000%
11/10/2026 Rollins Financial Advisors LLC2,288$1.75M0.2%+5.0%0.000%
11/10/2026 Sompo Asset Management Co. Ltd.1,396$1.07M0.2%+38.2%0.000%
11/10/2026 Cibc World Market Inc.165,298$126.59M0.2%+5.8%0.014%
11/10/2026 Bridges Investment Management Inc.333,225$255.20M3.1%+34.9%0.029%
11/10/2026 Ironwood Investment Counsel LLC13,065$10.01M1.3%-0.9%0.001%
11/10/2026 Godfrey Financial Associates Inc.19,460$14.90M12.0%-2.3%0.002%
11/10/2026 Vawter Financial Ltd.10,394$7.96M3.0%N/A0.001%
11/10/2026 Edgestream Partners L.P.22,380$17.14M0.5%N/A0.002%
11/10/2026 Quantedge Capital Pte Ltd387,940$297.10M32.3%N/A0.034%
11/10/2026 Banco Santander S.A.193,744$148.38M0.8%+27.8%0.017%
11/10/2026 First Financial Bankshares Inc8,131$6.23M0.1%-10.7%0.001%
11/10/2026 SBI Okasan Asset Management Co.Ltd.11,884$9.12M0.3%+17.6%0.001%
11/10/2026 Vermillion & White Wealth Management Group LLC61,230$46.89M23.9%-4.5%0.005%
11/10/2026 HighTower Advisors LLC3,426,839$2.62B2.5%+4.7%0.297%
11/10/2026 Meridian Wealth Partners LLC6,651$5.09M0.6%-1.6%0.001%
11/10/2026 Presper Financial Architects LLC629$482K0.3%+3.8%0.000%
11/10/2026 Tilson Financial Group Inc.1,191$912K0.3%-5.8%0.000%
11/10/2026 Proactive Wealth Strategies LLC2,269$1.74M0.3%-10.0%0.000%
11/10/2026 BCS Private Wealth Management Inc.6,096$4.67M1.3%-0.7%0.001%
11/10/2026 Formulate Financial LLC366$280K0.3%N/A0.000%
11/10/2026 Latko Wealth Management Ltd.66,150$50.66M21.4%-2.0%0.006%
11/10/2026 Summit Wealth Group LLC2,512$1.92M0.4%-1.3%0.000%
11/10/2026 Trevian Wealth Management LLC935$718K0.3%+19.9%0.000%
11/10/2026 First National Bank & Trust Co. of Newtown13,873$10.53M2.1%+35.3%0.001%
11/10/2026 Wharton Business Group LLC82,097$62.87M2.2%-1.6%0.007%
11/10/2026 Tribridge Partners Financial LLC1,030$778K0.6%-8.8%0.000%
11/10/2026 Francis Financial Inc.3,376$2.59M0.4%-1.5%0.000%
11/10/2026 Texas Capital Bank Wealth Management Services Inc3,427$2.63M0.1%-4.2%0.000%
11/10/2026 Novus Advisors LLC1,602$1.23M2.6%-5.9%0.000%
11/9/2026 Bridgewealth Advisory Group LLC366$280K0.1%-38.4%0.000%
11/9/2026 Cardiff Park Advisors LLC10,706$8.20M0.6%+0.2%0.001%
11/9/2026 Morse Asset Management Inc170$130K0.0%-12.8%0.000%
11/9/2026 Alaska Permanent Capital Management LLC143,312$109.72M7.3%+5.6%0.012%
11/9/2026 GatePass Capital LLC5,516$4.23M1.4%+176.6%0.000%
11/9/2026 Silver Oak Securities Incorporated3,959$2.92M0.2%-13.9%0.000%
11/9/2026 Heritage Trust Co11,883$9.10M0.8%-2.6%0.001%
11/9/2026 Wall Street Financial Group Inc.8,645$6.62M3.4%-3.2%0.001%
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11/9/2026 White Pine Capital LLC16,187$12.40M3.0%N/A0.001%
11/9/2026 Thoroughbred Financial Services LLC22,190$16.99M0.7%+10.5%0.002%
11/9/2026 Alberta Investment Management Corp4,992,754$3.82B20.9%-5.6%0.433%
11/9/2026 RPS Advisory Solutions LLC627$480K0.3%-20.5%0.000%
11/9/2026 Bessemer Group Inc.1,007,760$771.79M1.1%+5.9%0.087%
11/9/2026 Vectors Research Management LLC560$429K0.1%-19.2%0.000%
11/9/2026 Nicholson Wealth Management Group LLC305$234K0.1%-9.0%0.000%
11/9/2026 Capital Asset Managemnet LLC4,632$3.55M7.7%-1.9%0.000%
11/9/2026 Hantz Financial Services Inc.853,034$653.30M8.7%+16.9%0.074%
11/9/2026 Meramec Financial Planners LLC12,251$9.05M2.9%+11.9%0.001%


IVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,384 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), Nisa Investment Advisors LLC ($16.38B), Creative Planning ($15.22B), and New Vernon Capital Holdings II LLC ($13.92B).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 3,897 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 ($23.24M), 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 189,934,015 shares in the last 24 months. This purchase volume represents approximately $130.99B in transactions.

Of the 1,949 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. ($11.01M), Royal Bank of Canada ($10.14M), Northwestern Mutual Wealth Management Co. ($9.20M), GRIMES & Co WEALTH MANAGEMENT LLC ($6.73M), CI Investments Inc. ($6.21M), Squarepoint Ops LLC ($4.16M), and Laurel Wealth Advisors LLC ($2.75M).

Institutional investors have sold a total of 90,479,549 shares in the last 24 months. This volume of shares sold represents approximately $62.85B in transactions.



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 11/11/2026. New 13F filings are added each quarter as they're published.
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