Charter Oak Capital Management LLC Has $339.58 Million Stake in iShares Core S&P 500 ETF $IVV

Charter Oak Capital Management LLC decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 507,359 shares of the company’s stock after selling 17,049 shares during the period. iShares Core S&P 500 ETF accounts for 26.6% of Charter Oak Capital Management LLC’s holdings, making the stock its biggest position. Charter Oak Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $339,576,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. JPMorgan Chase & Co. grew its stake in shares of iShares Core S&P 500 ETF by 18.3% during the second quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock worth $17,553,830,000 after acquiring an additional 4,378,977 shares during the last quarter. Nisa Investment Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 56.2% in the 3rd quarter. Nisa Investment Advisors LLC now owns 11,955,236 shares of the company’s stock worth $8,001,639,000 after purchasing an additional 4,301,015 shares in the last quarter. Laurel Wealth Advisors LLC grew its position in iShares Core S&P 500 ETF by 63,164.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,748,222 shares of the company’s stock worth $1,706,371,000 after purchasing an additional 2,743,878 shares during the last quarter. Soundwatch Capital LLC increased its stake in iShares Core S&P 500 ETF by 474.9% during the 2nd quarter. Soundwatch Capital LLC now owns 1,507,952 shares of the company’s stock valued at $936,287,000 after purchasing an additional 1,245,649 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its stake in iShares Core S&P 500 ETF by 3.8% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock valued at $20,172,093,000 after purchasing an additional 1,190,963 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF News Summary

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: Market calm after President Trump’s Davos comments helped push the S&P 500 back into the green for 2026, providing direct upside to IVV because it tracks the index. S&P 500 Is Back in the Green for 2026 on Trump Davos Remarks
• Positive Sentiment: Big-bank Q4 results showed stronger-than-expected bottom-line performance, bolstering prospects for S&P 500 EPS growth next quarter — a fundamental tailwind for IVV. Did The Banks Just Set The Stage For Another Quarter Of Double-Digit S&P 500 EPS Growth?
• Positive Sentiment: U.S. futures recovered ahead of Trump’s Davos address, signaling intraday risk-on flow that typically boosts broad-market ETFs like IVV. Stock Market Today: Dow Jones, S&P 500 Futures Recover As Focus Turns To Trump’s Davos Address—Johnson & Johnson, Intel, GameStop In Focus
• Positive Sentiment: Individual S&P 500 constituents posting strong earnings or analyst upgrades (e.g., Teledyne’s beat and Sandisk’s analyst-driven surge) add incremental lift to the index and help IVV’s performance. This Electronics Maker Crushed Earnings. It’s One of the S&P 500’s Top Stocks Today. Sandisk Stock Continues Meteoric Rise. It’s the Top Stock in the S&P 500 Today.
• Neutral Sentiment: Some early-session forecasts called for soft trading amid lingering headlines, suggesting upside may be cautious and volatility could persist. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Still Look Soft in Early Wednesday Trading
• Neutral Sentiment: Commentary about indexes sitting at psychologically significant levels (e.g., round-number resistance) can temper momentum as traders weigh technicals along with fundamentals. Dow, S&P 500 Stare Up at Psychologically Significant Levels
• Negative Sentiment: Tuesday’s broad sell-off — driven by diplomatic/tariff tensions and tough rhetoric toward allies — remains a cautionary backdrop; renewed headlines could reverse today’s gains for IVV. These stocks were the biggest losers on the S&P 500’s worst day in three months Stock Market Today: S&P 500, Nasdaq Futures Plunge As Trump Escalates Tariff Threats—Alibaba, United Airlines, Netflix In Focus

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $688.32 on Thursday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $699.17. The firm has a market capitalization of $758.77 billion, a PE ratio of 25.10 and a beta of 1.00. The stock’s 50-day simple moving average is $684.98 and its 200-day simple moving average is $665.82.

About iShares Core S&P 500 ETF

iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.