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

iShares Core S&P 500 ETF logo
$627.90 +4.48 (+0.72%)
Closing price 03:59 PM Eastern
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$628.04 +0.13 (+0.02%)
As of 04:59 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)
2716
Total
Institutional Inflows
(last 12 months)
$137.60B
Number of
Institutional Sellers
(last 12 months)
2122
Total
Institutional Outflows
(last 12 months)
$33.35B
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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
7/2/2025McAlister Sweet & Associates Inc.5,017$3.12M3.2%-93.3%0.001%
7/2/2025InvesTrust1,477$917K0.4%-6.6%0.000%
7/2/2025Dentgroup LLC6,611$4.11M2.8%-16.4%0.001%
7/2/2025HBW Advisory Services LLC4,398$2.73M0.3%+27.3%0.000%
7/2/2025Howard Financial Services LTD.6,520$4.05M0.5%-10.0%0.001%
7/2/2025Doliver Advisors LP20,232$12.56M3.4%+0.6%0.002%
7/2/2025First Financial Bank Trust Division77,564$48.16M4.2%+4.3%0.008%
7/2/2025Jacobs & Co. CA329$204K0.0%N/A0.000%
7/2/2025Marotta Asset Management405$251K0.1%N/A0.000%
7/2/2025Waller Financial Planning Group Inc.80,202$49.80M12.0%+10.3%0.008%
7/2/2025Central Pacific Bank Trust Division78,854$48.96M6.2%-3.7%0.008%
7/1/2025 Park National Corp OH21,732$13.49M0.4%-6.0%0.002%
7/1/2025 Harbor Investment Advisory LLC18,475$11.47M1.0%-2.0%0.002%
7/1/2025 Kera Capital Partners Inc.9,140$5.68M1.1%+32.8%0.001%
7/1/2025 Private Client Services LLC35,858$22.26M8.7%+50.7%0.004%
7/1/2025 Cullen Investment Group LTD.1,489$925K0.1%+30.7%0.000%
6/27/2025AdviceOne Advisory Services LLC934$525K0.4%+3.9%0.000%
6/24/2025Rainier Family Wealth Inc.413$232K0.3%+7.8%0.000%
6/20/2025Real Talk Capital LLC1,519$853K1.1%-4.1%0.000%
6/17/2025Howe & Rusling Inc.64,026$35.98M3.0%+7.5%0.007%
6/16/2025Maple Capital Management Inc.3,711$2.09M0.2%+14.0%0.000%
6/16/2025Lynx Investment Advisory611$343K0.2%-10.3%0.000%
6/13/2025Optima Capital LLC515$290K0.2%-91.5%0.000%
6/6/2025Bontempo Ohly Capital Mgmt LLC84,941$47.73M23.0%-14.7%0.009%
6/5/2025Cim LLC5,851$3.29M0.5%-14.3%0.001%
6/5/2025Osterweis Capital Management Inc.100$56K0.0%-34.2%0.000%
6/4/2025First Hawaiian Bank400,356$224.96M11.1%-65.8%0.041%
6/3/2025CBIZ Investment Advisory Services LLC50,030$28.11M1.4%+55.8%0.005%
6/3/2025Invst LLC77,355$43.47M5.9%-15.0%0.008%
6/2/2025Cim Investment Management Inc.258,636$148.79M34.0%+99.8%0.026%
6/2/2025Modern Wealth Management LLC59,113$33.22M1.1%+28.2%0.006%
5/29/2025Nova Wealth Management Inc.589$331K0.3%+5.7%0.000%
5/29/2025Wilshire Advisors LLC237,694$133.56M46.7%+37.8%0.024%
5/29/2025Plum Street Advisors LLC7,020$3.94M1.9%-0.6%0.001%
5/29/2025Apeiron RIA LLC3,683$2.07M0.6%-89.9%0.000%
5/28/2025Jones Financial Companies Lllp14,282,483$7.97B7.1%+18.5%1.437%
5/28/2025Birmingham Capital Management Co. Inc. AL4,768$2.68M1.0%-2.9%0.000%
5/28/2025GK Wealth Management LLC1,183$665K0.8%+1.5%0.000%
5/28/2025Wealth Management Associates Inc.18,826$10.58M4.5%+5.3%0.002%
5/28/2025Intrua Financial LLC11,426$6.42M0.9%+97.6%0.001%
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5/27/2025Jacobi Capital Management LLC12,596$7.08M0.5%-7.0%0.001%
5/27/2025Advisors Capital Management LLC141,056$79.26M1.2%+15.3%0.014%
5/27/2025SWS Partners52,884$29.72M9.3%-1.5%0.005%
5/22/2025Rollins Financial Advisors LLC1,841$1.03M0.2%-8.4%0.000%
5/22/2025Mattson Financial Services LLC220$124K0.0%N/A0.000%
5/22/2025BOS Asset Management LLC7,815$4.39M1.5%-10.1%0.001%
5/22/2025Kilter Group LLC55,008$30.91M20.2%-6.1%0.006%
5/21/2025Indiana Trust & Investment Management Co3,460$1.94M0.7%+6.9%0.000%
5/21/2025MBL Wealth LLC2,127$1.20M0.1%+10.1%0.000%
5/21/2025McAdam LLC38,001$21.35M1.3%-8.7%0.004%
5/21/2025Geneos Wealth Management Inc.153,625$86.32M2.9%+7.4%0.015%
5/21/2025Schmidt P J Investment Management Inc.7,448$4.19M0.8%-7.4%0.001%
5/21/2025CBM Financial LLC54,129$32.11M26.4%N/A0.005%
5/20/2025Blue Rock Wealth Management LLC828$465K0.4%-2.7%0.000%
5/20/2025Fortis Capital Advisors LLC17,253$9.70M2.0%+476.3%0.002%
5/20/2025Belpointe Asset Management LLC30,363$17.06M0.9%+98.8%0.003%
5/20/2025Focus Partners Wealth649,627$365.03M0.9%+2.4%0.065%
5/20/2025Flaharty Asset Management LLC50$28K0.0%N/A0.000%
5/20/2025Nepc LLC15,178$8.53M0.2%+0.2%0.002%
5/20/2025Integrity Alliance LLC.266,150$149.55M5.9%+66.5%0.027%
5/20/2025Anchor Investment Management LLC367$206K0.0%-8.3%0.000%
5/20/2025Glenview Trust co304,114$170.88M3.3%+0.0%0.031%
5/20/2025Chokshi & Queen Wealth Advisors Inc62,355$35.04M21.4%+0.1%0.006%
5/20/2025Aspen Investment Management Inc5,792$3.25M1.5%+1.9%0.001%
5/20/2025Japan Science & Technology Agency1,170,800$657.87M10.1%N/A0.118%
5/19/2025SageView Advisory Group LLC44,663$25.10M1.1%-0.1%0.004%
5/19/2025Advisory Alpha LLC3,031$1.70M0.1%+3.6%0.000%
5/19/2025Trinity Financial Advisors LLC1,337$722K0.3%+262.3%0.000%
5/19/2025Game Plan Financial Advisors LLC166$93K0.0%+19.4%0.000%
5/19/2025Alaethes Wealth LLC5,402$3.04M1.1%-4.8%0.001%
5/19/2025SCS Capital Management LLC117,636$66.10M0.8%N/A0.012%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,420,607$798.24M0.2%+15.5%0.143%
5/19/2025Legacy Advisory Services LLC6,967$3.92M3.3%N/A0.001%
5/16/2025Windsor Advisory Group LLC9,801$5.51M7.1%+19,502.0%0.001%
5/16/2025Prostatis Group LLC7,140$4.01M1.3%+1.2%0.001%
5/16/2025Hancock Prospecting Pty Ltd364,361$204.73M4.4%+233.1%0.037%
5/16/2025American Trust641$360K0.1%-93.5%0.000%
5/16/2025McIlrath & Eck LLC5,893$3.31M0.4%-0.3%0.001%
5/16/2025Empowered Funds LLC17,509$9.84M0.1%+111.2%0.002%
5/16/2025AAF Wealth Management LLC76,861$43.19M23.3%+2.2%0.008%
5/16/2025Northeast Financial Consultants Inc16,504$9.27M0.4%+3.2%0.002%
5/16/2025Axiom Investors LLC DE2,600$1.46M0.0%+73.3%0.000%
5/16/2025Ascent Group LLC30,965$17.40M0.7%+73.2%0.003%
5/16/2025Arete Wealth Advisors LLC18,085$10.16M0.7%+1.6%0.002%
5/16/2025Great Lakes Advisors LLC130,152$73.13M0.7%-14.0%0.013%
5/16/2025Signature Estate & Investment Advisors LLC27,012$15.18M0.4%-1.3%0.003%
5/16/2025Ashton Thomas Private Wealth LLC92,162$51.79M2.0%-3.3%0.009%
5/16/2025Kestra Investment Management LLC6,084$3.42M0.1%+76.5%0.001%
5/16/2025Resources Management Corp CT ADV4,107$2.31M0.3%-1.6%0.000%
5/16/2025Cape Investment Advisory Inc.2,066$1.16M0.5%-5.7%0.000%
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5/16/2025ROSS JOHNSON & Associates LLC555$312K5.4%+4,169.2%0.000%
5/16/2025Jones Financial Companies Lllp14,644,144$7.86B7.2%+21.5%1.473%
5/16/2025CKW Financial Group671,159$378.39M47.3%-0.4%0.068%
5/16/2025Legacy Wealth Managment LLC ID1,637$920K0.7%+694.7%0.000%
5/16/2025Obsidian Personal Planning Solutions LLC758$423K0.2%-5.4%0.000%
5/16/2025Coordinated Financial Services Inc. CO29,336$16.48M12.6%N/A0.003%
5/16/2025Talon Private Wealth LLC3,600$2.02M0.3%-13.6%0.000%
5/16/2025Tolleson Wealth Management Inc.4,923$2.77M0.5%+5.7%0.000%
5/16/2025Sepio Capital LP7,165$4.03M0.3%-1.5%0.001%
5/16/2025Raab & Moskowitz Asset Management LLC7,785$4.37M1.1%-4.3%0.001%
(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, 3,855 institutional investors and hedge funds held shares of iShares Core S&P 500 ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($20.06B), Northwestern Mutual Wealth Management Co. ($17.59B), New Vernon Capital Holdings II LLC ($13.92B), Marshall Wace LLP ($13.90B), JPMorgan Chase & Co. ($13.43B), Creative Planning ($12.33B), and Wells Fargo & Company MN ($10.51B).Learn more on iShares Core S&P 500 ETF's institutional investors.

What percentage of iShares Core S&P 500 ETF's stock is owned by 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.

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

Of the 3,399 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: Bank Julius Baer & Co. Ltd Zurich ($53.35M), New Vernon Capital Holdings II LLC ($24.73M), JPMorgan Chase & Co. ($24.08M), International Assets Investment Management LLC ($18.84M), Envestnet Asset Management Inc. ($11.06M), Marshall Wace LLP ($10.93M), 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 239,865,826 shares in the last 24 months. This purchase volume represents approximately $137.61B in transactions.

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

Of the 2,121 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: International Assets Investment Management LLC ($10.23M), Northwestern Mutual Wealth Management Co. ($3.94M), Nisa Investment Advisors LLC ($3.28M), JPMorgan Chase & Co. ($2.74M), Alyeska Investment Group L.P. ($1.48M), Liberty Wealth Management LLC ($1.31M), and Soundwatch Capital LLC ($1.13M).

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

Institutional investors have sold a total of 58,359,171 shares in the last 24 months. This volume of shares sold represents approximately $33.35B in transactions.


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This page (NYSEARCA:IVV) was last updated on 7/3/2025 by MarketBeat.com Staff
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