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

iShares Core S&P 500 ETF logo
$754.76 +6.33 (+0.85%)
As of 04:10 PM Eastern
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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)
2990
Total
Institutional Inflows
(last 12 months)
$136.64B
Number of
Institutional Sellers
(last 12 months)
2394
Total
Institutional Outflows
(last 12 months)
$93.73B
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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
7/6/2026jvl associates llc17,402$13.03M3.7%-3.0%0.001%
7/6/2026Bangor Savings Bank250,986$187.96M13.8%-9.8%0.021%
7/6/2026Hobart Private Capital LLC2,923$2.19M0.4%-28.4%0.000%
7/6/2026Sincerus Advisory LLC1,710$1.28M0.9%-3.1%0.000%
7/6/2026Vigilare Wealth Management2,116$1.59M0.5%-17.4%0.000%
7/6/2026Stonebridge Financial Group LLC467$350K0.0%-11.0%0.000%
7/6/2026Bulwark Capital Corp16,326$12.23M6.9%+2.6%0.001%
7/6/2026RDA Financial Network1,260$943K0.2%+18.2%0.000%
7/6/2026Trilogy Capital Inc.150,835$112.96M4.4%+4.4%0.013%
7/6/2026Acima Private Wealth LLC45,167$33.83M9.8%+3.1%0.004%
7/2/2026 Burkett Financial Services LLC37$28K0.0%-67.3%0.000%
7/2/2026 Silverleafe Capital Partners LLC45,489$34.07M9.3%+1.1%0.004%
7/2/2026 Box Hill Private Wealth LLC22,988$17.22M13.8%+4.0%0.002%
7/2/2026 MassMutual Private Wealth & Trust FSB25,392$19.02M0.5%+1.1%0.002%
7/2/2026 Cedar Mountain Advisors LLC303$227K0.0%+12.6%0.000%
7/2/2026 KERR FINANCIAL PLANNING Corp3,176$2.38M2.6%-2.2%0.000%
7/2/2026 Hilltop National Bank13,683$10.25M2.2%-1.7%0.001%
7/2/2026 CX Institutional35,282$26.42M0.8%-62.2%0.003%
7/2/2026 Stairway Partners LLC206,666$154.77M7.3%-1.5%0.017%
7/2/2026 Bank of Finland524,956$393.13M25.5%+0.3%0.044%
7/1/2026 Noble Wealth Management PBC1,251$937K0.4%-1.7%0.000%
7/1/2026 First Financial Bank Trust Division93,877$70.30M5.0%+9.1%0.009%
7/1/2026 Eastern Bank217,993$163.25M2.5%+7.4%0.020%
7/1/2026 Trust Co of the South7,776$5.82M0.8%+4.9%0.001%
7/1/2026 Roxbury Financial LLC5,630$4.22M3.3%+2.6%0.001%
7/1/2026 Global Wealth Strategies & Associates815$611K0.1%-4.2%0.000%
6/30/2026BSN CAPITAL PARTNERS Ltd231,500$150.01M6.6%-36.5%0.021%
6/24/2026Redwood Investment Management LLC3,139$2.05M0.3%+23.4%0.000%
6/23/2026Ballast Advisors LLC2,566$1.68M0.5%+33.0%0.000%
6/22/2026Sapient Capital LLC22,164$14.48M0.2%+23.4%0.002%
6/18/2026Western Wealth Management LLC44,876$29.31M1.1%+35.5%0.004%
6/17/2026AMS Capital Ltda72,302$47.23M18.3%+46.3%0.007%
6/16/2026 PVG Asset Management Corp1,272$831K0.6%-2.5%0.000%
6/16/2026Steelhead Wealth Management LLC1,933$1.26M0.6%N/A0.000%
6/15/2026J. R. Prunier Capital Management LLC9,845$6.43M2.7%+13.6%0.001%
6/12/2026S&A Financial Services Inc.449$293K0.2%N/A0.000%
6/11/2026LFG Wealth Partners LLC693$453K0.3%+62.3%0.000%
6/11/2026Three Bearings Fiduciary Advisors Inc.1,918$1.25M1.2%-10.8%0.000%
6/10/2026Curry Webb Wealth Management LLC53,507$34.95M16.5%N/A0.005%
6/10/2026FAS Wealth Partners Inc.11,211$7.32M0.5%-2.1%0.001%
Three companies about to leapfrog Nvidia [And transform the entire industry] (Ad)

Tech forecaster George Gilder - who identified Amazon when it was still just an online bookstore and predicted mobile computing years before the iPhone - has identified three companies he calls the 'Trillion Dollar Triangle.' One of them went public just weeks ago. Demand for its technology is already outpacing supply, with major AI players among its biggest customers. Gilder says this kind of supply crunch is the tell that a new technology is transitioning from possibility to inevitability.tc pixel

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6/9/2026Contango Wealth Management LLC17,866$11.67M13.6%-24.5%0.002%
6/9/2026Rathbones Group PLC7,531$4.92M0.0%-3.3%0.001%
6/8/2026First National Bank of Mount Dora Trust Investment Services1,210$790K0.2%-6.9%0.000%
6/8/2026Pine Valley Investments Ltd Liability Co25,115$16.41M0.8%-0.8%0.002%
6/4/2026Town Capital LLC16,525$10.79M8.7%+81.6%0.001%
6/3/2026Wealthquest Corp2,814$1.84M0.1%-6.3%0.000%
6/3/2026CoreFirst Bank & Trust6,345$4.15M2.2%+4.5%0.001%
6/3/2026DBK Financial Counsel LLC2,913$1.90M1.4%-12.1%0.000%
6/3/2026Stillwater Private Wealth LLC793$517K0.4%N/A0.000%
6/3/2026DV Trading LLC2,583$1.69M0.0%+19.0%0.000%
6/3/2026NewEdge Advisors LLC879,831$574.71M2.1%+9.5%0.080%
6/2/2026Optiver Holding B.V.11,495$7.51M0.0%N/A0.001%
6/1/2026First Nebraska Trust Co1,005$656K0.1%N/A0.000%
6/1/2026Foguth Wealth Management LLC.1,107$723K0.1%+39.9%0.000%
6/1/2026Concorde Asset Management LLC20,900$13.65M6.7%+1.1%0.002%
6/1/2026Financial Solutions Advisory Group Inc.4,293$2.80M0.4%N/A0.000%
6/1/2026Integrated Investment Consultants LLC12,630$8.25M1.8%-13.4%0.001%
6/1/2026Keel Point LLC14,868$9.71M0.6%+55.8%0.001%
5/29/2026Mullaney Keating & Wright Inc.4,808$3.14M1.7%+0.4%0.000%
5/29/2026Ipsen Advisor Group LLC799$522K0.4%-3.6%0.000%
5/29/2026Asset Dedication LLC5,329$3.48M0.2%+3.1%0.000%
5/28/2026Cozad Asset Management Inc.2,307$1.51M0.1%-1.6%0.000%
5/28/2026Lavelle Capital LP2,000$1.31M0.8%N/A0.000%
5/28/2026Maripau Wealth Management LLC5,162$3.37M1.5%+19.7%0.000%
5/27/2026Allen Capital Group LLC10,340$6.75M0.6%+0.2%0.001%
5/27/2026Security Financial Services INC.631$412K0.1%+4.0%0.000%
5/27/2026Westshore Wealth LLC1,050$686K0.2%+35.7%0.000%
5/26/2026Serenity Investment Advisors631$412K0.2%+46.4%0.000%
5/26/2026Glenmede Trust Co. NA173,890$113.59M0.6%+14.3%0.016%
5/26/2026Summit Financial Wealth Advisors LLC5,577$3.64M0.5%+44.8%0.001%
5/26/2026Ruggaard & Associates LLC5,774$3.77M1.5%-3.3%0.001%
5/26/2026Axiom Investment Management LLC119$78K0.1%N/A0.000%
5/22/2026Summitry 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%
5/21/2026Raab & Moskowitz Asset Management LLC7,172$4.69M1.0%-4.4%0.001%
5/21/2026GKV Capital Management Co. Inc.1,701$1.11M0.4%-9.4%0.000%
5/21/2026Argent Capital Management LLC2,404$1.57M0.0%-62.0%0.000%
5/21/2026Essential Partners LLC5,350$3.50M1.2%+5.3%0.000%
5/21/2026Vestor Capital LLC70,219$45.87M3.3%+11,583.7%0.006%
5/21/2026J. Derek Lewis & Associates Inc.1,412$923K0.2%+2.0%0.000%
5/21/2026BankChampaign National Association104$68K0.1%N/A0.000%
5/21/2026JDM Financial Group LLC20,997$13.71M2.9%-1.4%0.002%
5/20/2026Hobbs Group Advisors LLC569$372K0.1%+7.8%0.000%
5/20/2026Arete Wealth Advisors LLC12,709$8.30M0.5%-19.1%0.001%
5/20/2026RMR Capital Management LLC1,498$979K0.7%-3.4%0.000%
5/20/2026SOA Wealth Advisors LLC.3,551$2.32M0.2%-2.3%0.000%
Three companies about to leapfrog Nvidia [And transform the entire industry] (Ad)

The government just committed $200 billion to building computer chips on American soil - one of the largest technology bets in U.S. history. George Gilder, who has tracked technology signals for over 40 years, believes Washington just tipped its hand. He says this move points to a coming shift in computing that could leave today's machines behind - and most investors have already moved past the headline.tc pixel

See the signal George Gilder is reading before the market catches on
5/20/2026Leigh Baldwin & CO. LLC2,330$1.52M1.0%+2.9%0.000%
5/20/2026TrueWealth Financial Partners634$414K0.2%N/A0.000%
5/19/2026Western Wealth Management LLC44,876$29.31M1.1%+35.5%0.004%
5/19/2026McIlrath & Eck LLC4,969$3.25M0.2%-3.6%0.000%
5/19/2026Sonoma Allocations LLC51,544$34.08M11.8%-5.8%0.005%
5/19/2026Eley Financial Management Inc37,988$24.81M8.7%-3.5%0.003%
5/19/2026Orographic Financial Advisors LLC991$647K0.5%N/A0.000%
5/19/2026Cim Investment Management Inc.124,650$81.42M21.7%-1.4%0.011%
5/19/2026Silicon Valley Capital Partners1,804$1.18M0.1%-3.6%0.000%
5/19/2026Cornerstone Wealth LLC TN1,904$1.36M0.8%N/A0.000%


IVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,327 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 3,876 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 204,138,557 shares in the last 24 months. This purchase volume represents approximately $136.64B in transactions.

Of the 2,394 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 143,774,455 shares in the last 24 months. This volume of shares sold represents approximately $93.73B in transactions.


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This page (NYSEARCA:IVV) was last updated on 7/6/2026 by MarketBeat.com Staff.
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