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

iShares Core S&P 500 ETF logo
$782.54 +4.29 (+0.55%)
Closing price 04:10 PM Eastern
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$783.49 +0.95 (+0.12%)
As of 06:17 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)
2723
Total
Institutional Inflows
(last 12 months)
$134.80B
Number of
Institutional Sellers
(last 12 months)
2063
Total
Institutional Outflows
(last 12 months)
$61.80B
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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
10/6/2026Colton Groome Financial Advisors LLC101,747$77.92M18.4%+7.7%0.009%
10/6/2026GoalFusion Wealth Management LLC83,672$64.08M25.6%+0.6%0.007%
10/6/2026Ables Iannone Moore & Associates Inc.1,237$947K0.5%+2.1%0.000%
10/6/2026Legacy Private Trust Co.323,682$247.89M13.5%-0.8%0.028%
10/6/2026Central Pacific Bank Trust Division115,550$88.49M9.3%-0.4%0.010%
10/5/2026Box Hill Private Wealth LLC25,738$19.71M14.4%+12.0%0.002%
10/5/2026Acima Private Wealth LLC45,306$34.70M10.1%+0.3%0.004%
10/5/2026Ballew Advisors Inc49,824$38.52M18.8%-2.2%0.004%
10/5/2026Norman Fields Gottscho Capital Management LLC371$284K0.1%N/A0.000%
10/5/2026Olistico Wealth LLC33$25K0.0%N/A0.000%
10/5/2026Park National Corp OH21,562$16.51M0.4%-2.0%0.002%
10/5/2026Horizons Wealth Management1,220$934K0.6%N/A0.000%
10/5/2026Baker Tilly Wealth Management LLC3,808$2.92M0.6%-1.8%0.000%
10/5/2026Ferguson Wellman Capital Management Inc.221,720$169.80M2.0%+0.9%0.019%
10/5/2026Adelphi Trust Co823$630K0.4%-57.0%0.000%
10/5/2026Argent Capital Management LLC1,244$953K0.0%+6.4%0.000%
10/5/2026Eastern Bank233,220$178.61M2.7%+7.0%0.020%
10/5/2026Rockland Trust Co.6,970$5.34M0.2%-0.5%0.001%
10/5/2026Collective Family Office LLC3,123$2.39M0.5%+1.1%0.000%
10/5/2026Violich Capital Management Inc.2,604$1.99M0.2%+6.5%0.000%
10/5/2026MassMutual Private Wealth & Trust FSB22,912$17.55M0.4%-9.8%0.002%
10/2/2026 Silverleafe Capital Partners LLC45,432$34.79M9.9%-0.1%0.004%
10/2/2026 Polaris Financial Partners135$104K0.0%N/A0.000%
10/2/2026 CX Institutional34,570$26.48M0.7%-2.0%0.003%
10/2/2026 GoalVest Advisory LLC790$605K0.0%+23.2%0.000%
10/2/2026 Planning Strategies Inc.1,332$1.02M0.6%-1.0%0.000%
10/2/2026 Private Client Services LLC45,789$35.07M9.6%-16.1%0.004%
10/2/2026 Stairway Partners LLC212,083$162.42M7.7%+2.6%0.018%
10/2/2026 Global Wealth Strategies & Associates922$706K0.1%+13.1%0.000%
10/1/2026 Noble Wealth Management PBC1,210$927K0.4%-3.3%0.000%
10/1/2026 First Financial Bank Trust Division98,759$75.64M5.9%+5.2%0.009%
10/1/2026 Roxbury Financial LLC5,784$4.43M3.4%+2.7%0.001%
10/1/2026 Burkett Financial Services LLC70$54K0.0%+89.2%0.000%
10/1/2026 Doliver Advisors LP19,527$14.96M3.2%-8.9%0.002%
10/1/2026 Montecito Bank & Trust25,725$19.70M3.0%-0.2%0.002%
10/1/2026 Coastline Trust Co56,833$43.53M4.1%-7.5%0.005%
9/29/2026Cim Investment Management Inc.113,454$84.97M19.8%-9.0%0.010%
9/29/2026Greenwich Wealth Management LLC3,059$2.29M0.1%-1.4%0.000%
9/25/2026Atomic Invest LLC2,541$1.89M0.2%+1.0%0.000%
9/23/2026QRG Capital Management Inc.42,877$32.11M0.2%+187.8%0.004%
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9/23/2026Envestnet Portfolio Solutions Inc.2,008,278$1.50B6.6%+66.1%0.183%
9/23/2026Envestnet Asset Management Inc.41,391,871$31.00B4.6%+25.6%3.780%
9/22/2026State Street Corp499,630$374.17M0.0%-6.2%0.046%
9/21/2026Silicon Valley Capital Partners1,774$1.33M0.1%-1.7%0.000%
9/21/2026Altar Rock LLC279$209K0.3%N/A0.000%
9/18/2026Security National Bank of Sioux City Iowa IA321$240K0.1%N/A0.000%
9/15/2026Reynders McVeigh Capital Management LLC647$484K0.0%-10.9%0.000%
9/15/2026Cherry Tree Wealth Management LLC23,740$17.78M3.3%-0.4%0.002%
9/14/2026Revere Asset Management Inc926$693K0.3%-20.3%0.000%
9/11/2026Bullseye Investment Management LLC123$92K0.0%N/A0.000%
9/11/2026Smith Chas P & Associates PA Cpas92,987$69.64M3.4%+5.9%0.008%
9/11/2026Talon Private Wealth LLC3,982$2.98M0.4%+4.5%0.000%
9/11/2026Marathon Wealth Advisors LLC8,418$6.30M2.1%+12.6%0.001%
9/9/2026Miramontes Capital LLC40,910$30.64M9.6%-1.6%0.004%
9/9/2026Core Capital Management & Research inc.525$403K0.2%N/A0.000%
9/9/2026The Manufacturers Life Insurance Company233,323$174.49M0.1%+281.8%0.020%
9/9/2026Capstone Financial Advisors Inc.1,317$987K0.0%-5.0%0.000%
9/9/2026Tortoise Investment Management LLC142,937$107.04M8.0%-1.6%0.012%
9/9/2026Tarbox Family Office Inc.310,326$232.40M33.3%-1.1%0.027%
9/9/2026Sequoia Financial Advisors LLC96,552$72.31M0.4%+0.3%0.008%
9/9/2026Tidal Investments LLC311,155$233.02M0.4%-3.4%0.027%
9/9/2026Van Hulzen Asset Management LLC37,516$28.10M2.0%+12.2%0.003%
9/9/2026Cahill Financial Advisors Inc.5,949$4.46M0.4%-6.1%0.001%
9/9/2026IPG Investment Advisors LLC3,938$2.95M0.4%+60.2%0.000%
9/9/2026MCF Advisors LLC69,097$51.75M1.8%-0.2%0.006%
9/9/2026Bienville Capital Management LLC6,410$4.80M0.6%+1,377.0%0.001%
9/9/2026Archford Capital Strategies LLC4,233$3.17M0.3%-0.5%0.000%
9/9/2026Gemmer Asset Management LLC5,908$4.42M0.3%+1.6%0.001%
9/9/2026Lotus Asset Management LLC286$214K0.2%N/A0.000%
9/9/2026Capital Analysts LLC219,719$164.55M3.8%+18.2%0.019%
9/9/2026Summit Financial Strategies Inc.180,782$135.39M9.5%+7.8%0.016%
9/9/2026SVB Wealth LLC48,109$36.03M2.1%-11.6%0.004%
9/9/2026Insight Wealth Partners LLC1,247$934K0.1%+15.5%0.000%
9/9/2026Concorde Asset Management LLC22,630$16.95M9.7%+8.3%0.002%
9/9/2026Pinnacle Wealth Management Advisory Group LLC52,676$39.45M2.4%-0.1%0.005%
9/9/2026NorthRock Partners LLC28,201$21.12M0.3%-0.9%0.002%
9/9/2026Integrated Wealth Concepts LLC396,510$296.94M1.7%+10.9%0.034%
9/9/2026Community Bank N.A.47,247$35.38M3.8%+0.8%0.004%
9/9/2026RFG Advisory LLC26,054$19.51M0.3%-6.8%0.002%
9/9/2026NewEdge Advisors LLC1,183,931$886.63M2.6%+34.6%0.102%
9/9/2026Colony Family Offices LLC8,377$6.27M1.4%-3.5%0.001%
9/9/2026Hedeker Wealth LLC270$202K0.0%N/A0.000%
9/9/2026IFP Advisors Inc54,261$40.64M0.7%+0.1%0.005%
9/9/2026Squarepoint Ops LLC8,003,931$5.99B6.4%-34.2%0.689%
9/9/2026Baird Financial Group Inc.881,643$660.26M0.9%+2.1%0.076%
9/9/2026Arcus Capital Partners LLC4,022$3.01M1.3%-25.5%0.000%
9/9/2026Sterling Investment Advisors Ltd.506$379K0.1%-55.2%0.000%
9/9/2026One Charles Private Wealth Services LLC5,379$4.03M0.9%-1.2%0.000%
9/9/2026Centerline Wealth Advisors LLC479$359K0.1%+9.9%0.000%
9/9/2026XY Planning Network Inc.14,106$10.56M1.3%+17.3%0.001%
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9/8/2026New England Professional Planning Group Inc.126,855$95.00M35.5%-0.7%0.011%
9/8/2026Ramsay Stattman Vela & Price Inc.311$233K0.0%-6.0%0.000%
9/8/2026Hudock Inc.126,814$94.97M12.2%-0.4%0.011%
9/8/2026Allworth Financial LP121,498$90.99M0.4%-4.4%0.010%
9/8/2026Powerhouse Assets LLC40,136$30.06M24.4%-9.4%0.003%
9/8/2026Waverly Advisors LLC1,297,944$972.02M5.7%+3.9%0.112%
9/8/2026Bank OZK3,570$2.67M0.8%-6.7%0.000%
9/4/2026Parkside Financial Bank & Trust9,320$6.98M0.5%-3.3%0.001%
9/3/2026Anchor Capital Advisors LLC962$720K0.0%-41.8%0.000%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group98,908$74.17M7.5%+63.0%0.009%


IVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,341 institutional investors and hedge funds held shares of iShares Core S&P 500 ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($31.00B), Northwestern Mutual Wealth Management Co. ($26.23B), Marshall Wace LLP ($22.23B), 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 3,868 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), Corient Private Wealth LLC ($14.52M), Allianz Asset Management GmbH ($13.13M), Millennium Management LLC ($12.72M), JPMorgan Chase & Co. ($12.27M), and Marshall Wace LLP ($11.48M).

Institutional investors have bought a total of 196,819,283 shares in the last 24 months. This purchase volume represents approximately $134.80B in transactions.

Of the 2,060 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), Northwestern Mutual Wealth Management Co. ($9.20M), CI Investments Inc. ($6.21M), Squarepoint Ops LLC ($4.16M), Laurel Wealth Advisors LLC ($2.75M), and Wealthspire Advisors LLC ($2.59M).

Institutional investors have sold a total of 91,060,938 shares in the last 24 months. This volume of shares sold represents approximately $61.80B in transactions.


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Institutional ownership data for NYSEARCA:IVV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/6/2026. New 13F filings are added each quarter as they're published.
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