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

iShares Core S&P 500 ETF logo
$742.36 0.00 (0.00%)
As of 07/24/2026 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)
2903
Total
Institutional Inflows
(last 12 months)
$136.17B
Number of
Institutional Sellers
(last 12 months)
2264
Total
Institutional Outflows
(last 12 months)
$89.47B
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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
7/25/2026Midland Wealth Advisors LLC554,879$415.54M19.5%+1.2%0.047%
7/25/2026Platform Technology Partners15,946$11.94M2.0%+2.2%0.001%
7/25/2026Financial Perspectives Inc8,149$6.10M1.5%+6.0%0.001%
7/25/2026MBE Wealth Management LLC18,305$13.71M4.8%-0.3%0.002%
7/25/2026Sunpointe LLC7,299$5.47M1.6%+43.9%0.001%
7/25/2026SWP Financial LLC47,201$35.35M16.3%+55.6%0.004%
7/25/2026DHJJ Financial Advisors Ltd.1,234$924K0.3%-3.1%0.000%
7/25/2026Xcel Wealth Management LLC440$330K0.1%-7.6%0.000%
7/25/2026Petra Financial Advisors Inc.779$583K0.3%+61.0%0.000%
7/25/2026Fiduciary Advisors Inc.3,456$2.59M1.7%-1.7%0.000%
7/25/2026TCV Trust & Wealth Management Inc.2,868$2.15M0.2%-4.8%0.000%
7/25/2026CRA Financial Services LLC31,388$23.51M2.7%+2.1%0.003%
7/25/2026Meredith Wealth Planning536$402K0.1%+14.0%0.000%
7/25/2026Narwhal Capital Management212,038$158.79M11.0%+0.2%0.018%
7/25/2026Nelson Capital Management LLC13,877$10.39M1.1%+7.1%0.001%
7/25/2026EdgeRock Capital LLC15,404$11.54M2.6%+4.9%0.001%
7/25/2026Lansing Street Advisors7,531$5.64M1.2%+44.2%0.001%
7/25/2026Legacy Advisors LLC39,008$29.21M2.7%-31.2%0.003%
7/25/2026Greenwood Gearhart LLC13,559$10.15M0.5%-0.6%0.001%
7/25/2026Pine Valley Investments Ltd Liability Co24,935$18.67M0.7%-0.7%0.002%
7/24/2026Barrett & Company Inc.12,919$9.68M2.7%+3.1%0.001%
7/24/2026Avidian Wealth Enterprises LLC700,246$524.41M14.5%+3.2%0.060%
7/24/2026D.A. Davidson & CO.182,675$136.80M0.8%+3.7%0.016%
7/24/2026Vawter Financial Ltd.10,241$7.67M2.9%+4.0%0.001%
7/24/2026Columbia Bank17,080$12.79M2.9%+6.6%0.001%
7/24/2026Benjamin Edwards Inc.50,090$37.58M0.3%+3.2%0.004%
7/24/2026Ridgeline Wealth Planning LLC2,571$1.93M1.2%-3.2%0.000%
7/24/2026XML Financial LLC37,445$28.04M2.0%+3.0%0.003%
7/24/2026KPP Advisory Services LLC15,576$11.67M1.5%-12.1%0.001%
7/24/2026Tenon Financial LLC1,457$1.09M0.4%+10.0%0.000%
7/24/2026Penobscot Investment Management Company Inc.1,112$833K0.1%-13.5%0.000%
7/24/2026Stegner Investment Associates Inc.7,563$5.66M2.7%+2.5%0.001%
7/24/2026Gray Private Wealth LLC139,376$104.38M45.1%+2.5%0.012%
7/24/2026Mizuho Markets Cayman LP275,717$206.48M7.7%+375.4%0.024%
7/24/2026Roof Eidam Maycock Peralta LLC23,215$17.39M3.4%+0.7%0.002%
7/24/2026 Sentinel Advisory Group LLC64,170$48.06M19.6%+0.3%0.005%
7/24/2026 Naples Global Advisors LLC43,658$32.70M2.0%+1.3%0.004%
7/24/2026 Total Clarity Wealth Management Inc.5,538$4.15M0.8%+14.4%0.000%
7/24/2026Tradewinds Capital Management LLC693$519K0.1%+45.9%0.000%
7/24/2026Genoa Capital Gestora de Recursos Ltda.121,200$90.77M16.5%+66.9%0.010%
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7/24/2026Pennsylvania Capital Management Inc. ADV46,506$34.83M8.8%+2.0%0.004%
7/24/2026Hartford Financial Management Inc.310$232K0.1%+187.0%0.000%
7/24/2026ORBA Wealth Advisors L.L.C.3,129$2.34M2.0%-47.6%0.000%
7/24/2026Signaturefd LLC38,675$28.96M0.4%-1.2%0.003%
7/24/2026Intelligent Financial Strategies6,350$4.76M2.3%-1.7%0.001%
7/24/2026Crewe Advisors LLC214,948$160.97M11.7%-0.7%0.018%
7/24/2026 Hunter Associates Investment Management LLC1,403$1.05M0.1%+36.3%0.000%
7/24/2026 NorthLanding Financial Partners LLC51,124$38.29M26.5%+2.4%0.004%
7/24/2026 Strid Group LLC8,589$6.43M0.7%-19.9%0.001%
7/24/2026 Hicks Capital Management LLC44,445$33.29M27.3%+0.2%0.004%
7/24/2026 BWM Planning LLC13,720$10.27M2.4%+2.5%0.001%
7/24/2026 Financial Consulate Inc.3,932$2.94M0.3%-0.5%0.000%
7/24/2026 Welch Group LLC18,233$13.65M0.5%-0.1%0.002%
7/23/2026 JNBA Financial Advisors232,149$173.85M13.2%-4.0%0.020%
7/23/2026 Innovative Wealth Building LLC11,941$8.94M5.2%-3.6%0.001%
7/23/2026 Cape Investment Advisory Inc.7,644$5.72M1.5%+36.0%0.001%
7/23/2026 PFG Investments LLC9,314$6.98M0.3%+31.1%0.001%
7/23/2026 Teramo Advisors LLC360,000$269.60M50.9%+22.0%0.031%
7/23/2026 Johnson Investment Counsel Inc.1,473,438$1.10B8.1%+3.5%0.126%
7/23/2026 Courage Miller Partners LLC4,351$3.26M0.9%-1.8%0.000%
7/23/2026 Ndwm LLC65,309$48.91M28.7%+0.7%0.006%
7/23/2026 Castellan Group2,196$1.65M0.2%N/A0.000%
7/23/2026 Symmetry Partners LLC796$596K0.0%N/A0.000%
7/23/2026 L. Roy Papp & Associates LLP1,049$786K0.1%+5.1%0.000%
7/23/2026 Leonard Rickey Investment Advisors P.L.L.C.2,193$1.64M0.3%+8.1%0.000%
7/23/2026 Wells Financial Advisors INC93$70K0.6%-29.0%0.000%
7/23/2026 Citrine Capital LLC461$345K0.1%+4.3%0.000%
7/23/2026 Capital Investment Advisory Services LLC2,155$1.61M0.1%+1.9%0.000%
7/23/2026 Financial & Tax Architects LLC358$268K0.1%N/A0.000%
7/23/2026 Financial Partners Group Inc127,920$95.80M9.7%+3.9%0.011%
7/23/2026 Cornerstone Wealth Management LLC72,034$53.95M2.3%-1.6%0.006%
7/23/2026 Columbus Macro LLC25,616$19.18M1.9%-0.2%0.002%
7/23/2026 WealthNavi Inc.702,867$526.37M4.1%+9.7%0.060%
7/23/2026 Apollon Wealth Management LLC385,273$288.53M3.5%+15.0%0.033%
7/23/2026 SBI Securities Co. Ltd.33,139$24.82M0.6%-1.0%0.003%
7/23/2026 Louisbourg Investments Inc.17,250$12.92M2.4%-6.5%0.001%
7/23/2026 Hopwood Financial Services Inc.5,838$4.37M2.5%+12.7%0.000%
7/22/2026 Exchange Traded Concepts LLC79,520$59.55M0.3%N/A0.007%
7/22/2026 Two West Capital Advisors LLC12,819$9.56M4.7%+65.6%0.001%
7/22/2026 Harbor Asset Planning Inc.6,566$4.92M3.7%-5.4%0.001%
7/22/2026 True North Advisors LLC2,360$1.77M0.2%-47.5%0.000%
7/22/2026 Oregon Pacific Wealth Management LLC3,470$2.60M2.4%+30.8%0.000%
7/22/2026 Newton One Investments LLC73,107$54.75M13.8%-3.0%0.006%
7/22/2026 Monument Capital Management1,369$1.03M0.2%N/A0.000%
7/22/2026 Fortitude Advisory Group L.L.C.2,323$1.74M0.7%-3.9%0.000%
7/22/2026 Allegheny Financial Group4,764$3.57M0.4%+4.3%0.000%
7/22/2026 Trust Co of Kansas299$224K0.1%N/A0.000%
7/22/2026 Peddock Capital Advisors LLC42,053$31.49M6.3%+2.4%0.004%
7/22/2026 Spartan Planning & Wealth Management1,470$1.10M0.7%+21.6%0.000%
7/22/2026 Pines Wealth Management LLC27,131$20.32M5.8%+0.6%0.002%
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7/22/2026 McNamara Financial Services Inc.121,796$91.21M15.7%-0.1%0.010%
7/22/2026 Duncan Williams Asset Management LLC615$460K0.1%+12.2%0.000%
7/22/2026 Clarendon Private LLC4,686$3.51M2.3%+7.7%0.000%
7/22/2026 Elevated Financial Group LLC59,230$44.36M12.2%+8.5%0.005%
7/22/2026 Synergy Asset Management LLC527$395K0.0%+7.1%0.000%
7/22/2026 Capital Investment Services of America Inc.1,330$996K0.1%-2.3%0.000%
7/22/2026 Mirae Asset Global Investments Co. Ltd.336,655$252.12M0.4%-17.0%0.029%
7/22/2026 Peoples Financial Services CORP.1,173$878K0.4%-11.3%0.000%
7/22/2026 Hidden Cove Wealth Management LLC409$306K0.2%+3.5%0.000%
7/22/2026 Life Planning Partners Inc1,681$1.26M0.9%-7.9%0.000%


IVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,333 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 3,862 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 202,929,393 shares in the last 24 months. This purchase volume represents approximately $136.17B in transactions.

Of the 2,264 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 136,846,713 shares in the last 24 months. This volume of shares sold represents approximately $89.47B in transactions.


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This page (NYSEARCA:IVV) was last updated on 7/27/2026 by MarketBeat.com Staff.
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