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

iShares Core S&P 500 ETF logo
$528.67 +0.53 (+0.10%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$529.70 +1.03 (+0.19%)
As of 04/17/2025 06:22 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 Polygon.io. Learn more.
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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)
2591
Total
Institutional Inflows
(last 12 months)
$107.81B
Number of
Institutional Sellers
(last 12 months)
1904
Total
Institutional Outflows
(last 12 months)
$31.89B
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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
4/18/2025Clayton Financial Group LLC9,057$5.09M1.9%+1.4%0.001%
4/18/2025Tennessee Valley Asset Management Partners1,340$753K0.1%+11.3%0.000%
4/18/2025CENTRAL TRUST Co24,958$14.02M0.3%+1.3%0.002%
4/18/2025Global Trust Asset Management LLC170$95K0.1%-56.0%0.000%
4/18/2025Bell Bank932$524K0.0%-5.6%0.000%
4/18/2025PKO Investment Management Joint Stock Co204,503$114.91M13.0%-41.7%0.020%
4/18/2025Rakuten Securities Inc.215$121K0.1%+21.5%0.000%
4/18/2025Insigneo Advisory Services LLC12,885$7.24M0.7%+10.5%0.001%
4/18/2025Edge Financial Advisors LLC9,141$5.14M3.2%N/A0.001%
4/18/2025Bfsg LLC9,517$5.35M0.7%-6.8%0.001%
4/18/2025Halbert Hargrove Global Advisors LLC498,733$280.24M15.8%-1.2%0.048%
4/17/2025NBT Bank N A NY8,136$4.57M0.3%+0.8%0.001%
4/17/2025Robertson Stephens Wealth Management LLC217,416$122.17M4.2%-2.1%0.021%
4/17/2025Kaydan Wealth Management Inc.4,901$2.75M0.9%+10.6%0.000%
4/17/2025Berkshire Bank8,512$4.78M1.2%-7.0%0.001%
4/17/2025Lynch & Associates IN33,913$19.06M4.1%+1.3%0.003%
4/17/2025Chicago Capital LLC21,013$11.81M0.3%+9.0%0.002%
4/17/2025Smith Shellnut Wilson LLC ADV30,909$17.37M8.0%+1.4%0.003%
4/17/2025Patton Fund Management Inc.4,124$2.32M0.6%-92.3%0.000%
4/17/2025Vivid Wealth Management LLC47,693$26.80M13.4%+0.7%0.005%
4/17/2025BCU Wealth Advisors LLC11,312$6.36M3.3%+18.0%0.001%
4/17/2025Vicus Capital326,608$183.52M17.0%+0.1%0.032%
4/17/2025AA Financial Advisors LLC8,002$4.50M1.1%+7.4%0.001%
4/17/2025Inscription Capital LLC1,159$609K0.1%N/A0.000%
4/17/2025Fortitude Advisory Group L.L.C.2,456$1.30M0.9%-6.5%0.000%
4/17/2025Marathon Strategic Advisors LLC16,087$9.04M9.7%-2.0%0.002%
4/17/2025Louisbourg Investments Inc.19,320$10.86M2.7%+6.6%0.002%
4/17/2025Copia Wealth Management2,336$1.31M1.2%-1.2%0.000%
4/17/2025Grove Bank & Trust38,743$21.77M2.9%+4.2%0.004%
4/17/2025Grimes & Company Inc.221,930$124.70M3.9%-7.7%0.022%
4/17/2025Community Trust & Investment Co.2,992$1.68M0.1%-64.9%0.000%
4/17/2025Stockman Wealth Management Inc.7,988$4.49M0.7%-4.4%0.001%
4/17/2025QRG Capital Management Inc.7,294$4.10M0.0%-34.2%0.001%
4/17/2025Avid Wealth Partners LLC16,451$9.24M6.3%-7.9%0.002%
4/17/2025Sentry LLC18,167$10.21M2.0%+9.7%0.002%
4/17/2025Highline Wealth Partners LLC2,135$1.20M0.4%-9.6%0.000%
4/17/2025Precision Wealth Strategies LLC2,064$1.16M0.9%N/A0.000%
4/17/2025Sagespring Wealth Partners LLC331,723$186.40M1.8%+3.0%0.032%
4/17/2025Variant Private Wealth LLC10,298$5.79M6.2%+3.6%0.001%
4/17/2025Precedent Wealth Partners LLC21,747$12.22M3.4%+4.7%0.002%
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4/17/2025Great Lakes Retirement Inc.1,197$673K0.1%+25.2%0.000%
4/17/2025Adero Partners LLC1,501$843K0.1%+1.8%0.000%
4/17/2025Sowell Financial Services LLC87,371$49.09M2.2%+10.9%0.008%
4/17/2025Montecito Bank & Trust25,490$14.32M2.5%-0.4%0.002%
4/17/2025Janney Montgomery Scott LLC1,553,407$872.86M2.5%-9.8%0.151%
4/17/2025Verisail Partners LLC453$255K0.1%+5.8%0.000%
4/17/2025Sprinkle Financial Consultants LLC7,669$4.31M2.7%+8.3%0.001%
4/17/2025Mission Wealth Management LP29,937$16.82M0.4%+31.2%0.003%
4/17/2025Columbus Macro LLC29,470$16.56M2.2%-2.9%0.003%
4/17/2025Brown Miller Wealth Management LLC3,391$1.91M0.7%-63.3%0.000%
4/17/20251900 Wealth Management LLC69,763$39.20M3.3%-2.2%0.007%
4/17/2025Cyndeo Wealth Partners LLC25,115$14.11M0.9%+2.9%0.002%
4/17/2025Christensen King & Associates Investment Services Inc.2,540$1.47M0.7%+19.2%0.000%
4/17/2025Rebalance LLC2,793$1.57M0.1%+17.2%0.000%
4/17/2025Traphagen Investment Advisors LLC425,729$239.22M25.0%+4.4%0.041%
4/17/2025Keystone Wealth Services LLC50,912$28.61M7.7%-0.6%0.005%
4/17/2025Access Financial Services Inc.8,014$4.50M1.8%-1.6%0.001%
4/17/2025Stewardship Advisors LLC77,873$43.76M11.8%-25.6%0.008%
4/17/2025Acropolis Investment Management LLC27,978$15.72M0.9%-3.5%0.003%
4/17/2025Abound Wealth Management37,972$21.34M7.1%+8.4%0.004%
4/17/2025Good Life Advisors LLC51,622$29.01M2.0%+42.1%0.005%
4/17/2025Howard Bailey Securities LLC2,148$1.21M0.5%-6.5%0.000%
4/17/2025Fairvoy Private Wealth LLC22,080$12.41M3.4%-21.0%0.002%
4/17/2025RHS Financial LLC4,536$2.55M1.4%-33.9%0.000%
4/17/2025North Star Investment Management Corp.22,927$12.88M0.9%+0.2%0.002%
4/17/2025Asio Capital LLC83,942$47.17M9.1%+20.7%0.008%
4/17/2025D Orazio & Associates Inc.632$355K0.1%+9.9%0.000%
4/17/2025Hengehold Capital Management LLC34,265$19.25M1.8%+10.6%0.003%
4/17/2025Brighton Jones LLC42,017$23.61M0.8%+5.9%0.004%
4/17/2025Stanich Group LLC527$296K0.2%N/A0.000%
4/17/2025ORBA Wealth Advisors L.L.C.3,946$2.22M1.1%+0.8%0.000%
4/17/2025Lockerman Financial Group Inc.3,099$1.74M2.6%+9.5%0.000%
4/17/2025Pinion Investment Advisors LLC35,302$19.84M4.4%+135.4%0.003%
4/17/2025Newport Capital Group LLC5,541$3.11M2.2%-0.9%0.001%
4/17/2025Atlas Private Wealth Advisors2,295$1.29M0.2%-9.1%0.000%
4/17/2025SFM LLC8,747$4.92M3.6%N/A0.001%
4/17/2025Cornell Pochily Investment Advisors Inc.7,108$3.99M1.4%+0.4%0.001%
4/17/2025Sound Income Strategies LLC8,457$4.75M0.3%-9.9%0.001%
4/17/2025Arkansas Financial Group Inc.60,121$31.69M5.5%+4.2%0.006%
4/17/2025Foster Victor Wealth Advisors LLC530$284K0.0%-4.0%0.000%
4/17/2025Scott Capital Advisors LLC3,153$1.77M0.5%+3.2%0.000%
4/17/2025Aries Wealth Management943$530K0.1%-19.3%0.000%
4/17/2025Ritholtz Wealth Management355,276$199.63M6.0%-0.4%0.034%
4/17/2025David J Yvars Group55,528$31.20M24.5%+3.0%0.005%
4/17/2025Blodgett Wealth Advisors LLC4,831$2.71M2.3%+11.8%0.000%
4/17/2025Affinity Capital Advisors LLC90,554$48.63M9.5%+1.1%0.009%
4/17/2025Dynamic Advisor Solutions LLC51,421$28.89M1.0%+3.1%0.005%
4/17/2025Dohj LLC501$281K0.1%-20.5%0.000%
4/17/2025Motive Wealth Advisors22,956$12.90M6.9%-2.0%0.002%
4/17/2025MFA Wealth Services21,170$11.90M9.8%+6.1%0.002%
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4/17/2025Grant Private Wealth Management Inc1,264$710K0.8%-1.6%0.000%
4/17/2025Kennicott Capital Management LLC4,948$2.78M1.8%-68.7%0.000%
4/17/2025Cliftonlarsonallen Wealth Advisors LLC80,333$45.14M0.8%-10.4%0.008%
4/17/2025Missouri Trust & Investment Co100$56K0.0%-20.0%0.000%
4/17/2025Vaughan Nelson Investment Management L.P.395$222K0.0%-35.2%0.000%
4/16/2025 Lakeridge Wealth Management LLC10,523$5.91M3.0%+1.8%0.001%
4/16/2025 Greenhouse Wealth Management LLC19,319$10.86M8.1%+1.1%0.002%
4/16/2025 Everpar Advisors LLC10,696$6.01M3.2%+28.5%0.001%
4/16/2025 Hoey Investments Inc.460$258K0.1%N/A0.000%
4/16/2025 Avaii Wealth Management LLC36,604$20.57M11.0%-18.7%0.004%
(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, 3,765 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. ($19.74B), Northwestern Mutual Wealth Management Co. ($15.52B), Marshall Wace LLP ($13.90B), Creative Planning ($12.33B), JPMorgan Chase & Co. ($10.70B), and Wells Fargo & Company MN ($10.51B).Learn more on IVV's institutional investors.

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

Of the 3,314 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 ($53.35M), International Assets Investment Management LLC ($18.84M), JPMorgan Chase & Co. ($18.37M), Providence Capital Advisors LLC ($11.39M), Marshall Wace LLP ($10.93M), Envestnet Asset Management Inc. ($10.82M), and Nisa Investment Advisors LLC ($9.87M).

How much institutional buying is happening at iShares Core S&P 500 ETF?

Institutional investors have bought a total of 365,210,799 shares in the last 24 months. This purchase volume represents approximately $186.47B in transactions.

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

Of the 2,518 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 ($10.62M), International Assets Investment Management LLC ($10.24M), Bank of America Corp DE ($7.93M), Envestnet Asset Management Inc. ($3.96M), Northwestern Mutual Wealth Management Co. ($3.94M), JPMorgan Chase & Co. ($3.41M), and Citigroup Inc. ($3.35M).

How much institutional selling is happening at iShares Core S&P 500 ETF?

Institutional investors have sold a total of 108,343,792 shares in the last 24 months. This volume of shares sold represents approximately $54.32B in transactions.


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This page (NYSEARCA:IVV) was last updated on 4/18/2025 by MarketBeat.com Staff
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