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

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$523.41
+0.75 (+0.14%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Core S&P 500 ETF (NYSEARCA:IVV)

Number of
Institutional Buyers
(last 12 months)
2147
Total
Institutional Inflows
(last 12 months)
$82.54B
Number of
Institutional Sellers
(last 12 months)
1697
Total
Institutional Outflows
(last 12 months)
$23.69B
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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
5/10/2024Allstate Corp187,414$98.53M7.0%+7.5%0.022%
5/10/2024Osaic Holdings Inc.1,578,281$830.13M1.9%-60.5%0.183%
5/10/2024Rodgers & Associates LTD2,679$1.41M0.2%-4.6%0.000%
5/10/2024Fiducient Advisors LLC96,743$50.86M10.1%+0.5%0.011%
5/10/2024TIAA Trust National Association807,281$424.41M1.3%+3.7%0.094%
5/10/2024Vanguard Group Inc.24,698$12.98M0.0%+10.0%0.003%
5/10/2024Spirepoint Private Client LLC5,164$2.72M0.4%N/A0.001%
5/10/2024JPMorgan Chase & Co.20,161,417$10.60B0.9%+60.7%2.336%
5/10/2024Cooper Haims Advisors LLC24,907$13.09M7.6%-0.4%0.003%
5/10/2024Broadview Financial Management LLC27,333$14.37M10.5%-2.4%0.003%
5/10/2024Clearstead Trust LLC10,188$5.36M1.4%-55.9%0.001%
5/10/2024Nicolet Advisory Services LLC20,025$10.45M1.1%-4.8%0.002%
5/10/2024Mitsubishi UFJ Trust & Banking Corp352,112$185.12M0.4%+5.0%0.041%
5/10/2024Pinnacle Wealth Planning Services Inc.8,975$4.72M0.7%+6.6%0.001%
5/10/2024Towercrest Capital Management109,342$57.48M9.6%+2.5%0.013%
5/10/2024First Foundation Advisors214,170$112.60M4.5%+19.7%0.025%
5/10/2024Prevail Innovative Wealth Advisors LLC605$318K0.1%N/A0.000%
5/10/2024Mizuho Markets Americas LLC103,060$54.18M1.3%+108.5%0.012%
5/10/2024Banco Santander S.A.74,398$39.11M0.5%-4.4%0.009%
5/10/2024 Kelman Lazarov Inc.3,120$1.64M0.3%+9.5%0.000%
5/10/2024 Bright Financial Advisors Inc.23,217$12.21M8.8%N/A0.003%
5/10/2024 Tocqueville Asset Management L.P.2,179$1.15M0.0%-17.4%0.000%
5/10/2024 Motco10,187$5.36M0.3%+2.6%0.001%
5/10/2024 Truepoint Inc.619,554$325.72M9.3%+2.4%0.072%
5/10/2024 TCTC Holdings LLC9,027$4.75M0.2%-0.4%0.001%
5/10/2024 1ST Source Bank3,826$2.01M0.1%+40.2%0.000%
5/10/2024 Garrison Point Advisors LLC11,316$5.95M3.8%+13.8%0.001%
5/10/2024 Wintrust Investments LLC77,579$40.79M3.6%-0.1%0.009%
5/10/2024 GM Advisory Group LLC13,372$7.03M0.5%+3.9%0.002%
5/10/2024 Nwam LLC57,403$29.87M2.4%-26.3%0.007%
5/10/2024 Searle & CO.2,008$1.06M0.3%+8.1%0.000%
5/10/2024 Banco BTG Pactual S.A.11,600$6.10M1.0%+98.2%0.001%
5/10/2024 University of Massachusetts Foundation Inc.88,714$46.64M19.4%-7.4%0.010%
5/10/2024 Gratus Wealth Advisors LLC4,896$2.46M0.5%+8.3%0.001%
5/9/2024 Forum Financial Management LP8,437$4.44M0.1%+2.9%0.001%
5/9/2024 RFP Financial Group LLC32,681$17.18M6.7%+5.1%0.004%
5/9/2024 Great Lakes Retirement Inc.2,404$1.26M0.2%-31.6%0.000%
5/9/2024 Delos Wealth Advisors LLC407$214K0.2%+39.9%0.000%
5/9/2024 Dorsey & Whitney Trust CO LLC57,441$30.20M2.1%+7.2%0.007%
5/9/2024 Brighton Jones LLC39,184$20.60M0.7%+0.6%0.005%
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5/9/2024 ProVise Management Group LLC2,269$1.19M0.1%-50.4%0.000%
5/9/2024 Leo Wealth LLC8,050$4.23M0.4%+3.1%0.001%
5/9/2024 Private Portfolio Partners LLC5,414$2.85M0.6%+2.8%0.001%
5/9/2024 Orion Portfolio Solutions LLC566,533$297.84M3.2%N/A0.066%
5/9/2024 Wilkins Investment Counsel Inc.750$394K0.1%N/A0.000%
5/9/2024 Blair William & Co. IL366,691$192.78M0.6%+4.3%0.042%
5/9/2024 Maple Capital Management Inc.2,720$1.43M0.1%+20.4%0.000%
5/9/2024 HBK Sorce Advisory LLC19,026$10.00M0.4%+44.8%0.002%
5/9/2024 Kingsview Wealth Management LLC33,425$17.57M0.4%+1.4%0.004%
5/9/2024 Condor Capital Management6,344$3.34M0.3%-1.4%0.001%
5/9/2024 Wealthquest Corp2,336$1.23M0.1%-19.0%0.000%
5/9/2024 Landaas & Co. WI ADV460$242K0.1%N/A0.000%
5/9/2024 Zega Financial LLC5,599$2.94M1.0%-9.7%0.001%
5/9/2024 Clearwater Capital Advisors LLC4,926$2.59M0.3%-1.1%0.001%
5/9/2024 Beacon Investment Advisory Services Inc.58,944$30.99M1.3%-1.6%0.007%
5/9/2024 JDM Financial Group LLC32,195$16.93M12.3%+3.5%0.004%
5/9/2024 Delta Investment Management LLC23,143$12.17M2.8%+62.3%0.003%
5/9/2024 Ledyard National Bank114,048$59.96M5.8%+16.3%0.013%
5/9/2024 TBH Global Asset Management LLC53,254$28.00M5.6%-14.5%0.006%
5/9/2024 SageView Advisory Group LLC8,075$4.25M0.2%-79.4%0.001%
5/9/2024 MB Generational Wealth LLC5,211$2.74M2.5%-3.3%0.001%
5/9/2024 Charles Schwab Investment Advisory Inc.2,369$1.25M0.0%-8.6%0.000%
5/9/2024 Fortis Capital Advisors LLC1,687$887K0.4%+33.4%0.000%
5/9/2024 Avid Wealth Partners LLC21,946$11.54M9.3%+4,211.6%0.003%
5/9/2024 Private Management Group Inc.985$518K0.0%+85.5%0.000%
5/9/2024 First National Bank of Hutchinson52,341$27.52M18.4%-7.2%0.006%
5/9/2024 Pembroke Management LTD24,974$13.13M1.6%-3.6%0.003%
5/9/2024 XR Securities LLC2,440$1.28M0.0%N/A0.000%
5/9/2024 Texas Yale Capital Corp.2,061$1.08M0.0%N/A0.000%
5/9/2024 Angeles Wealth Management LLC4,784$2.52M0.3%-6.2%0.001%
5/9/2024 Interchange Capital Partners LLC14,934$7.58M5.1%-15.5%0.002%
5/9/2024 Portland Global Advisors LLC59,791$31.43M4.3%+4.1%0.007%
5/9/2024 Eagle Bay Advisors LLC11,787$6.20M3.9%-12.8%0.001%
5/9/2024 Pettyjohn Wood & White Inc.4,265$2.24M0.4%-3.7%0.000%
5/9/2024 Patton Fund Management Inc.9,844$5.18M0.9%-91.9%0.001%
5/9/2024 Rogco LP89,451$47.03M19.2%+1.1%0.010%
5/9/2024 New Insight Wealth Advisors37,367$19.65M12.3%+8.9%0.004%
5/9/2024 Koshinski Asset Management Inc.11,491$6.04M0.6%+289.9%0.001%
5/8/2024 Barings LLC1,725,186$906.98M22.6%-0.1%0.200%
5/8/2024 Berkshire Money Management Inc.568$299K0.0%N/A0.000%
5/8/2024 Schneider Downs Wealth Management Advisors LP5,518$2.90M0.7%-3.2%0.001%
5/8/2024 Taurus Asset Management LLC583$307K0.0%-11.4%0.000%
5/8/2024 Edmond DE Rothschild Holding S.A.1,475$775K0.0%-20.3%0.000%
5/8/2024 Cozad Asset Management Inc.1,996$1.05M0.1%+34.0%0.000%
5/8/2024 Richard C. Young & CO. LTD.419$220K0.0%N/A0.000%
5/8/2024 MAI Capital Management1,363,508$716.84M7.4%+8.1%0.158%
5/8/2024 Baltimore Washington Financial Advisors Inc.68,200$35.86M2.2%+6.1%0.008%
5/8/2024 West Wealth Group LLC786$413K0.2%+4.4%0.000%
5/8/2024 Sheets Smith Wealth Management52,938$27.83M3.1%-3.2%0.006%
5/8/2024 TSA Wealth Managment LLC40,978$21.54M9.4%-25.0%0.005%
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5/8/2024 Ethos Financial Group LLC9,860$5.42M1.0%+1.2%0.001%
5/8/2024 Paladin Advisory Group LLC5,693$2.99M2.4%+1.0%0.001%
5/8/2024 Bleakley Financial Group LLC34,692$18.24M0.5%-0.8%0.004%
5/8/2024 Great Diamond Partners LLC486$256K0.1%-52.3%0.000%
5/8/2024 Neumann Capital Management LLC685$360K0.1%-22.6%0.000%
5/8/2024 Heritage Wealth Advisors657,375$345.60M12.3%-2.8%0.076%
5/8/2024 Avantax Advisory Services Inc.1,691,770$889.41M7.9%+1.9%0.196%
5/8/2024 US Bancorp DE6,449,951$3.39B4.7%-5.2%0.747%
5/8/2024 Hohimer Wealth Management LLC5,608$2.95M0.7%-4.1%0.001%
5/8/2024 Mycio Wealth Partners LLC32,656$17.17M4.3%+27.4%0.004%
(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, 3,220 institutional investors and hedge funds held shares of iShares Core S&P 500 ETF. The most heavily invested institutionals were BlackRock Inc. ($29.14B), Envestnet Asset Management Inc. ($16.11B), Northwestern Mutual Wealth Management Co. ($10.75B), JPMorgan Chase & Co. ($10.60B), Bank of America Corp DE ($7.73B), Morgan Stanley ($7.55B), and Wells Fargo & Company MN ($6.34B).Learn more on IVV's institutional investors.

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

Of the 2,860 institutional investors that purchased iShares Core S&P 500 ETF 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 ($53.37M), Bank of America Corp DE ($29.30M), JPMorgan Chase & Co. ($17.39M), Providence Capital Advisors LLC ($11.41M), Envestnet Asset Management Inc. ($9.43M), International Assets Investment Management LLC ($8.68M), and Envestnet Portfolio Solutions Inc. ($5.83M).

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

Institutional investors have bought a total of 304,944,909 shares in the last 24 months. This purchase volume represents approximately $132.32B in transactions.

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

Of the 2,270 institutional investors that sold iShares Core S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($7.93M), Royal Bank of Canada ($7.03M), CFS Investment Advisory Services LLC ($6.27M), BlackRock Inc. ($4.97M), Envestnet Asset Management Inc. ($4.72M), Bluestem Financial Advisors LLC ($4.65M), and Citigroup Inc. ($4.10M).

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

Institutional investors have sold a total of 117,676,128 shares in the last 24 months. This volume of shares sold represents approximately $49.14B in transactions.


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This page (NYSEARCA:IVV) was last updated on 5/11/2024 by MarketBeat.com Staff

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