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

-3.78 (-0.71%)
(As of 05/29/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Core S&P 500 ETF (NYSEARCA:IVV)

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
5/29/2024Birmingham Capital Management Co. Inc. AL6,828$3.59M1.3%-1.0%0.001%
5/29/2024Instrumental Wealth LLC12,753$6.79M2.7%-14.1%0.001%
5/29/2024 Soltis Investment Advisors LLC39,916$20.99M2.3%+1.6%0.005%
5/29/2024Alexander Labrunerie & CO. Inc.482$253K0.1%N/A0.000%
5/29/2024Garde Capital Inc.2,435$1.28M0.1%+12.7%0.000%
5/28/2024 Verity Asset Management Inc.9,290$4.88M2.7%+4.8%0.001%
5/24/2024 Cetera Advisor Networks LLC784,848$412.62M2.0%-5.6%0.091%
5/24/2024 Cetera Advisors LLC635,357$334.03M2.6%+53.5%0.074%
5/24/2024 Cetera Investment Advisers2,265,933$1.19B2.8%+109.4%0.263%
5/24/2024 Invst LLC194,049$101.85M12.1%-22.2%0.022%
5/23/2024 Dock Street Asset Management Inc.408$214K0.0%N/A0.000%
5/23/2024 FSA Advisors Inc.628$330K0.4%-5.6%0.000%
5/23/2024 Austin Wealth Management LLC858$457K0.1%-8.6%0.000%
5/22/2024 Burney Co.3,346$1.76M0.1%+1.9%0.000%
5/22/2024 Cedar Point Capital Partners LLC451$237K0.2%+7.1%0.000%
5/22/2024 Koesten Hirschmann & Crabtree INC.6,289$3.31M2.1%-3.8%0.001%
5/21/2024 Atria Investments Inc349,626$183.81M2.5%-14.2%0.041%
5/21/2024Sanibel Captiva Trust Company Inc.4,492$2.36M0.1%+20.4%0.001%
5/21/2024 LRI Investments LLC105$55K0.0%N/A0.000%
5/20/2024 Independent Wealth Network Inc.1,633$858K0.4%+2.7%0.000%
5/20/2024 Adams Wealth Management44,327$23.30M5.7%+0.1%0.005%
5/20/2024Strategic Wealth Partners Ltd.16,673$8.77M1.0%+10.7%0.002%
5/20/2024 Highlander Capital Management LLC340$179K0.1%-41.9%0.000%
5/20/2024 Continuum Wealth Advisors LLC41,948$22.05M12.5%+16.3%0.005%
5/20/2024 Cim LLC7,222$3.80M0.6%-3.9%0.001%
5/17/2024 Citizens Financial Group Inc. RI354,930$186.60M6.0%0.0%0.041%
5/17/2024 First Citizens Asset Management Inc.701$369K0.1%N/A0.000%
5/17/2024 Advisory Resource Group18,087$9.51M2.2%-2.0%0.002%
5/17/2024 National Wealth Management Group LLC7,364$3.87M3.0%+20.9%0.001%
5/17/2024 Kozak & Associates Inc.216$115K0.0%-19.7%0.000%
5/17/2024 New Covenant Trust Company N.A.158$83K0.1%N/A0.000%
5/17/2024 William Howard & Co Financial Advisors Inc49,497$26.02M24.4%N/A0.006%
5/17/2024 XML Financial LLC23,517$12.36M1.3%+2.1%0.003%
5/17/2024 Wilshire Advisors LLC140,673$73.96M36.8%-4.3%0.016%
5/17/2024 WealthPlan Investment Management LLC1,515$796K0.1%-2.6%0.000%
5/17/2024 Tandem Capital Management Corp ADV1,181$621K0.4%+2.0%0.000%
5/17/2024 First Western Trust Bank6,519$3.43M0.2%-4.0%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC14,458$7.60M0.7%-1.5%0.002%
5/17/2024 Beacon Capital Management LLC3,795$2.00M0.4%-2.9%0.000%
5/17/2024 Pineridge Advisors LLC5,222$2.75M1.0%-5.0%0.001%
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5/17/2024 Hancock Whitney Corp347,988$182.95M6.3%-0.1%0.040%
5/17/2024 Comerica Bank1,045,286$549.54M2.4%-3.2%0.121%
5/17/2024 SkyView Investment Advisors LLC77,799$40.90M7.6%+9.7%0.009%
5/17/2024 Coppell Advisory Solutions Corp.10,131$5.33M1.0%N/A0.001%
5/17/2024 Tidal Investments LLC180,345$94.81M1.6%+199.0%0.021%
5/17/2024 Creekmur Asset Management LLC33,217$17.46M6.0%-29.3%0.004%
5/17/2024 Wiser Advisor Group LLC496$261K0.4%+206.2%0.000%
5/16/2024 Jane Street Group LLC45,634$23.99M0.0%+535.0%0.005%
5/16/2024 Redwood Investment Management LLC2,554$1.34M0.1%-64.9%0.000%
5/16/2024 California State Teachers Retirement System9,123$4.80M0.0%N/A0.001%
5/16/2024 Sugar Maple Asset Management LLC14,617$7.69M7.4%N/A0.002%
5/16/2024 Global Financial Private Client LLC5,386$2.83M1.2%-6.7%0.001%
5/16/2024 Slagle Financial LLC1,380$726K0.4%-60.8%0.000%
5/16/2024 Meiji Yasuda Life Insurance Co426,196$224.06M4.7%N/A0.049%
5/16/2024 B. Riley Wealth Advisors Inc.264,663$139.14M3.2%+7.9%0.031%
5/16/2024 Ancora Advisors LLC93,041$48.92M1.1%+1.1%0.011%
5/16/2024 Dynasty Wealth Management LLC521,089$273.95M8.7%N/A0.060%
5/16/2024 Vawter Financial Ltd.8,567$4.50M3.3%-2.3%0.001%
5/16/2024 High Falls Advisors Inc183,677$96.57M24.3%-16.2%0.021%
5/16/2024 WMS Partners LLC16,434$8.64M0.6%+0.5%0.002%
5/16/2024 Whalerock Point Partners LLC11,974$6.30M1.7%-99.9%0.001%
5/16/2024 Icon Wealth Advisors LLC237,176$124.69M11.6%-15.4%0.027%
5/16/2024 IronBridge Private Wealth LLC1,829$961K0.4%+65.5%0.000%
5/16/2024 Ironclad Investments LLC143,775$75.59M48.7%-3.4%0.017%
5/16/2024 Janus Henderson Group PLC810$426K0.0%+8.0%0.000%
5/16/2024 Kraft Davis & Associates LLC33,665$17.61M5.5%+2.2%0.004%
5/16/2024 BTG Pactual Global Asset Management Ltd4,211$2.21M0.4%N/A0.000%
5/16/2024Benchmark Investment Advisors LLC466$245K0.2%-99.5%0.000%
5/16/2024 Waverly Advisors LLC746,383$392.40M9.2%+22.3%0.086%
5/16/2024 Silvercrest Asset Management Group LLC17,593$9.25M0.1%-3.9%0.002%
5/16/2024 Progeny 3 Inc.78,769$41.41M4.5%-19.9%0.009%
5/16/2024 Waterford Advisors LLC79,850$41.98M17.8%+3.3%0.009%
5/15/2024 Ascent Group LLC23,097$12.14M1.1%+1.5%0.003%
5/15/2024 SVB Wealth LLC226,196$118.92M2.7%+6.9%0.026%
5/15/2024 Transcendent Capital Group LLC10,937$5.75M3.2%+24.6%0.001%
5/15/2024 Flow Traders U.S. LLC12,519$6.58M0.4%-55.4%0.001%
5/15/2024 Mount Yale Investment Advisors LLC72,711$38.23M2.9%-31.3%0.008%
5/15/2024 Evergreen Wealth Solutions LLC423$222K0.2%-6.0%0.000%
5/15/2024 Beaird Harris Wealth Management LLC18,854$9.91M1.0%-5.7%0.002%
5/15/2024 Talisman Wealth Advisors LLC1,695$891K1.1%+60.1%0.000%
5/15/2024 Manhattan West Asset Management LLC27,847$14.64M3.5%+23.2%0.003%
5/15/2024 CoreFirst Bank & Trust6,546$3.44M2.2%+36.9%0.001%
5/15/2024 Price T Rowe Associates Inc. MD52,842$27.78M0.0%+8.0%0.006%
5/15/2024 BOKF NA111,085$58.31M1.1%-1.0%0.013%
5/15/2024 Kestra Advisory Services LLC592,930$311.72M2.1%+7.8%0.069%
5/15/2024 Beck Capital Management LLC1,989$1.05M0.3%+23.8%0.000%
5/15/2024 Steel Grove Capital Advisors LLC29,011$15.25M0.4%+2.2%0.003%
5/15/2024 Cornerstone Partners Capital Management LLC1,715,386$901.83M60.5%+3.7%0.199%
5/15/2024 Lazard Asset Management LLC337,449$177.41M0.2%+1.0%0.039%
5/15/2024 University of Wisconsin Foundation55,443$29.15M32.9%+55.1%0.006%
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5/15/2024 LRI Investments LLC105$55K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.138,974$73.06M0.0%+49.1%0.016%
5/15/2024 Linscomb Wealth Inc.343,532$180.61M9.3%-0.6%0.040%
5/15/2024 Truvestments Capital LLC3,369$1.77M0.7%-7.7%0.000%
5/15/2024 Keeley Teton Advisors LLC78,897$41.48M5.1%+3.0%0.009%
5/15/2024 Stonebridge Capital Advisors LLC58,651$30.83M2.8%+7.8%0.007%
5/14/2024 Biltmore Family Office LLC5,013$2.64M0.5%+1.3%0.001%
5/14/2024 Westwood Holdings Group Inc.22,177$11.66M0.1%-3.5%0.003%
5/14/2024 JT Stratford LLC9,843$5.18M1.0%-18.8%0.001%
5/14/2024 Capital Group Private Client Services Inc.5,938$3.12M0.0%-33.8%0.001%
(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, 3,215 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), Northwestern Mutual Wealth Management Co. ($10.75B), JPMorgan Chase & Co. ($10.60B), Bank of America Corp DE ($7.73B), Morgan Stanley ($7.55B), and Wells Fargo & Company MN ($6.34B).Learn more on IVV's institutional investors.

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

Of the 2,846 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), JPMorgan Chase & Co. ($17.39M), Providence Capital Advisors LLC ($11.41M), Envestnet Asset Management Inc. ($9.43M), International Assets Investment Management LLC ($8.68M), 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 293,144,936 shares in the last 24 months. This purchase volume represents approximately $127.20B in transactions.

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

Of the 2,264 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: Whalerock Point Partners LLC ($10.63M), Bank of America Corp DE ($7.93M), 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 117,050,953 shares in the last 24 months. This volume of shares sold represents approximately $49.70B in transactions.

This page (NYSEARCA:IVV) was last updated on 5/29/2024 by Staff

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