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

iShares Core S&P 500 ETF logo
$749.14 +2.96 (+0.40%)
As of 05/22/2026 04:10 PM Eastern

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)
2978
Total
Institutional Inflows
(last 12 months)
$137.88B
Number of
Institutional Sellers
(last 12 months)
2390
Total
Institutional Outflows
(last 12 months)
$94.09B
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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
5/22/2026 Summitry LLC1,037$677K0.0%-30.3%0.000%
5/22/2026WNY Asset Management LLC6,643$4.34M0.4%N/A0.001%
5/22/2026Coastline Complete Wealth LLC8,394$5.48M3.4%+0.3%0.001%
5/22/2026Independent Wealth Advisors LLC454$296K0.3%+32.0%0.000%
5/22/2026Wellington Grp LLC1,030$673K0.2%+13.1%0.000%
5/22/2026Verus Capital Partners LLC49,228$32.16M2.2%+1.1%0.004%
5/21/2026 Raab & Moskowitz Asset Management LLC7,172$4.69M1.0%-4.4%0.001%
5/21/2026 GKV Capital Management Co. Inc.1,701$1.11M0.4%-9.4%0.000%
5/21/2026 Argent Capital Management LLC2,404$1.57M0.0%-62.0%0.000%
5/21/2026 Essential Partners LLC5,350$3.50M1.2%+5.3%0.000%
5/21/2026 Vestor Capital LLC70,219$45.87M3.3%+11,583.7%0.006%
5/21/2026 J. Derek Lewis & Associates Inc.1,412$923K0.2%+2.0%0.000%
5/21/2026 BankChampaign National Association104$68K0.1%N/A0.000%
5/21/2026 JDM Financial Group LLC20,997$13.71M2.9%-1.4%0.002%
5/20/2026 Hobbs Group Advisors LLC569$372K0.1%+7.8%0.000%
5/20/2026 Arete Wealth Advisors LLC12,709$8.30M0.5%-19.1%0.001%
5/20/2026 RMR Capital Management LLC1,498$979K0.7%-3.4%0.000%
5/20/2026 SOA Wealth Advisors LLC.3,551$2.32M0.2%-2.3%0.000%
5/20/2026 Leigh Baldwin & CO. LLC2,330$1.52M1.0%+2.9%0.000%
5/20/2026 TrueWealth Financial Partners634$414K0.2%N/A0.000%
5/19/2026 Western Wealth Management LLC44,876$29.31M1.1%+35.5%0.004%
5/19/2026 McIlrath & Eck LLC4,969$3.25M0.2%-3.6%0.000%
5/19/2026 Sonoma Allocations LLC51,544$34.08M11.8%-5.8%0.005%
5/19/2026 Eley Financial Management Inc37,988$24.81M8.7%-3.5%0.003%
5/19/2026 Orographic Financial Advisors LLC991$647K0.5%N/A0.000%
5/19/2026 Cim Investment Management Inc.124,650$81.42M21.7%-1.4%0.011%
5/19/2026 Silicon Valley Capital Partners1,804$1.18M0.1%-3.6%0.000%
5/19/2026 Cornerstone Wealth LLC TN1,904$1.36M0.8%N/A0.000%
5/19/2026 Bank of America Corp DE20,079,104$13.12B1.0%-7.5%1.818%
5/19/2026 Edgestream Partners L.P.4,997$3.26M0.1%-79.9%0.000%
5/19/2026 Vestwell Advisors LLC335,295$219.02M60.0%+13.9%0.030%
5/19/2026 Financial Insights Inc.1,875$1.23M0.4%-18.2%0.000%
5/19/2026 JTC Employer Solutions Trustee Ltd4,537$2.96M0.2%-35.4%0.000%
5/19/2026 Chesapeake Wealth Management16,478$10.76M3.3%+5.2%0.001%
5/19/2026 Janus Henderson Group PLC160,308$104.72M0.0%-12.2%0.015%
5/19/2026 Centaurus Financial Inc.4,964$3.24M0.2%+1.9%0.000%
5/19/2026 Cim LLC5,802$3.79M0.5%-10.8%0.001%
5/19/2026 Bull Harbor Capital LLC11,470$7.49M2.0%N/A0.001%
5/19/2026 Strategic Investment Advisors MI4,794$3.13M0.2%+73.6%0.000%
5/19/2026 Ashton Thomas Securities LLC29,665$19.37M2.4%N/A0.003%
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5/19/2026 Arkadios Wealth Advisors163,612$106.87M1.7%+14.4%0.015%
5/19/2026 Arete Wealth Advisors LLC12,709$8.30M0.6%-19.1%0.001%
5/18/2026 Sunbelt Securities Inc.31,243$20.41M1.3%+4.4%0.003%
5/18/2026 Constant Guidance Financial LLC503$329K0.2%N/A0.000%
5/18/2026 EverSource Wealth Advisors LLC32,099$20.97M0.6%+0.5%0.003%
5/18/2026 Talon Private Wealth LLC3,810$2.49M0.3%N/A0.000%
5/18/2026 California State Teachers Retirement System2,956,300$1.93B2.0%-0.1%0.268%
5/18/2026 Core Wealth Advisors Inc.190,694$124.56M29.7%+1.5%0.017%
5/18/2026 Resources Management Corp CT ADV4,089$2.67M0.4%+10.8%0.000%
5/18/2026 Royal Bank of Canada18,294,669$11.95B2.1%-35.7%1.657%
5/18/2026 RPTC Inc.228,018$148.94M26.1%+4.9%0.021%
5/18/2026 Richwood Investment Advisors LLC40,152$26.23M19.7%+1.4%0.004%
5/18/2026 Eley Financial Management Inc36,008$23.52M8.3%-8.5%0.003%
5/18/2026 Empowered Funds LLC25,198$16.46M0.1%+23.3%0.002%
5/18/2026 Evelyn Partners Asset Management Ltd2,892$1.89M0.5%+5.6%0.000%
5/18/2026 Evelyn Partners Investment Management LLP2,403$1.57M0.0%+1.3%0.000%
5/18/2026 Evercore Wealth Management LLC79,941$52.22M0.8%+1.7%0.007%
5/16/2026 The Manufacturers Life Insurance Company 61,105$39.91M0.0%-86.1%0.006%
5/16/2026 Mittelman Wealth Management467$305K0.2%N/A0.000%
5/16/2026 KCM Investment Advisors LLC11,756$7.68M0.3%-1.1%0.001%
5/16/2026 IMG Wealth Management Inc.177$116K0.1%-71.8%0.000%
5/16/2026 Glen Eagle Advisors LLC18,972$12.39M1.7%-6.4%0.002%
5/16/2026 Excelsior Advisor Network LLC510$333K0.1%-8.8%0.000%
5/16/2026 Quantinno Capital Management LP430,601$281.27M0.5%+22.0%0.039%
5/16/2026 Lazard Asset Management LLC291,105$190.15M0.3%-10.6%0.026%
5/15/2026 Cardiff Park Advisors LLC10,887$7.11M0.6%+1.6%0.001%
5/15/2026 Intelligence Driven Advisers LLC2,580$1.69M0.3%-0.7%0.000%
5/15/2026 Gateway Wealth Partners LLC99,077$64.72M2.5%+422.8%0.009%
5/15/2026 Bawa N Mallick Trust11,500$7.51M3.1%-20.9%0.001%
5/15/2026 Turim 21 Investimentos Ltda.436$285K0.1%+36.3%0.000%
5/15/2026 Wealth Watch Advisors INC934$610K0.3%+9.6%0.000%
5/15/2026 Blue Chip Partners LLC393$256K0.0%+5.1%0.000%
5/15/2026 Quadcap Wealth Management LLC8,555$5.59M0.6%+0.2%0.001%
5/15/2026 Cypress Capital Group32,862$21.47M2.4%-1.6%0.003%
5/15/2026 Everest Financial Group LLC3,995$2.61M0.4%N/A0.000%
5/15/2026 Van Diest Capital LLC1,965$1.28M1.0%-25.8%0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT34,883$22.79M0.4%-0.7%0.003%
5/15/2026 Mustico Financial Group Inc.24,241$17.34M10.7%+9.6%0.002%
5/15/2026 Vawter Financial Ltd.9,849$6.43M2.7%+2.3%0.001%
5/15/2026 Marquette Associates Inc.14,614$9.55M10.4%+4,723.1%0.001%
5/15/2026 Matrix Private Capital Group LLC915$598K0.3%N/A0.000%
5/15/2026 Waverly Advisors LLC1,249,076$815.91M6.1%+4.8%0.113%
5/15/2026 Asset Management Group Inc.30,200$19.73M3.2%-1.8%0.003%
5/15/2026 London Co. of Virginia36,908$24.12M0.1%-11.5%0.003%
5/15/2026 Punch & Associates Investment Management Inc.42$27K0.0%+50.0%0.000%
5/15/2026 Van Den Berg Management I Inc.116$76K0.0%-88.5%0.000%
5/15/2026 Wealth Alliance LLC62,811$41.03M4.1%+12.9%0.006%
5/15/2026 Vivaldi Capital Management LP7,340$4.80M0.7%-0.9%0.001%
5/15/2026 Bridgewater Advisors Inc.6,229$4.07M0.2%+1.1%0.001%
5/15/2026 Boreal Capital Management LLC175$114K0.1%-86.9%0.000%
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5/15/2026 Adventist Health System Sunbelt Healthcare Corp510,550$333.50M11.7%-61.8%0.046%
5/14/2026 Sentinel Advisory Group LLC63,977$41.79M20.4%N/A0.006%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund2,646,824$1.73B2.8%-0.1%0.240%
5/14/2026 Gamco Investors INC. ET AL69,048$45.10M0.4%-0.2%0.006%
5/14/2026 Hilltop Holdings Inc.7,773$5.08M0.5%-18.4%0.001%
5/14/2026 Rockbridge Investment Management LCC1,819$1.19M0.1%-4.2%0.000%
5/14/2026 Pennington Partners & CO. LLC4,458$2.91M1.0%+11.3%0.000%
5/14/2026 GC Wealth Management RIA LLC58,936$38.50M1.6%+62.0%0.005%
5/14/2026 Public Employees Retirement System of Ohio1,041,800$680.51M2.2%-11.0%0.094%
5/14/2026 Compound Planning Inc.144,467$94.37M2.9%+3.8%0.013%


IVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,317 institutional investors and hedge funds held shares of iShares Core S&P 500 ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($23.18B), Marshall Wace LLP ($22.23B), Envestnet Asset Management Inc. ($19.12B), 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 3,865 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), Marshall Wace LLP ($17.25M), Millennium Management LLC ($14.85M), Corient Private Wealth LLC ($14.52M), JPMorgan Chase & Co. ($12.27M), and Capula Management Ltd ($11.25M).

Institutional investors have bought a total of 206,388,521 shares in the last 24 months. This purchase volume represents approximately $137.88B in transactions.

Of the 2,390 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), MKP Capital Management L.L.C. ($9.81M), Northwestern Mutual Wealth Management Co. ($9.20M), Capula Management Ltd ($7.72M), Envestnet Asset Management Inc. ($7.33M), and CI Investments Inc. ($6.21M).

Institutional investors have sold a total of 144,460,966 shares in the last 24 months. This volume of shares sold represents approximately $94.09B in transactions.



This page (NYSEARCA:IVV) was last updated on 5/23/2026 by MarketBeat.com Staff.
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