iShares Core S&P 500 ETF $IVV Holdings Decreased by Ballentine Partners LLC

Ballentine Partners LLC decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 365,266 shares of the company’s stock after selling 2,881 shares during the quarter. iShares Core S&P 500 ETF accounts for 3.4% of Ballentine Partners LLC’s portfolio, making the stock its 6th largest position. Ballentine Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $244,473,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of IVV. Northwestern Mutual Wealth Management Co. grew its stake in shares of iShares Core S&P 500 ETF by 3.8% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock valued at $20,172,093,000 after buying an additional 1,190,963 shares during the last quarter. JPMorgan Chase & Co. grew its position in iShares Core S&P 500 ETF by 18.3% during the 2nd 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. Creative Planning grew its position in iShares Core S&P 500 ETF by 1.8% during the 2nd quarter. Creative Planning now owns 22,229,974 shares of the company’s stock worth $13,802,591,000 after acquiring an additional 398,230 shares during the last quarter. PNC Financial Services Group Inc. increased its stake in iShares Core S&P 500 ETF by 0.7% in the 2nd quarter. PNC Financial Services Group Inc. now owns 15,375,370 shares of the company’s stock worth $9,546,567,000 after purchasing an additional 105,099 shares during the period. Finally, Nisa Investment Advisors LLC lifted its position in iShares Core S&P 500 ETF by 56.2% in the third quarter. Nisa Investment Advisors LLC now owns 11,955,236 shares of the company’s stock valued at $8,001,639,000 after purchasing an additional 4,301,015 shares during the last quarter. 70.12% of the stock is currently owned by 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: S&P 500 set fresh records as the dollar weakened, a tailwind for IVV because the ETF is weighted to large multinationals that benefit from a softer dollar. S&P 500 Hits Record as Dollar Weakens | Closing Bell
• Positive Sentiment: Analysts and market forecasters remain bullish on US indices and expect upcoming mega‑cap earnings to keep upward momentum for S&P‑tracking ETFs like IVV. NASDAQ Index and S&P 500 Forecasts – US Indices Continue to Look Upwards
• Positive Sentiment: Research notes expect earnings growth — not geopolitics — to drive S&P 500 ETFs higher, reinforcing demand for IVV ahead of Q4/early‑2026 corporate reports. What Geopolitics? Earnings Growth to Drive Wall Street ETFs
• Positive Sentiment: Commentary highlighting the “Magnificent Seven” (NVDA, MSFT, AAPL, GOOGL, AMZN, META, TSLA) supports IVV because these mega‑caps are large drivers of the index’s returns. Will the Russell 2000 Continue to Outperform the S&P 500?
• Positive Sentiment: Technical/breadth analysis suggests the S&P 500 is still on an upward path (Elliott Wave view toward higher targets), which supports continued inflows into IVV if levels hold. S&P 500 Elliott Wave Update: An Unexpected Detour, but Still on Track
• Neutral Sentiment: Russell 2000’s outperformance highlights small‑cap strength, but IVV is large‑cap focused so the direct impact is limited. Will the Russell 2000 Continue to Outperform the S&P 500?
• Neutral Sentiment: Some pre‑earnings futures weakness shows short‑term caution; IVV could see volatility around mega‑cap reports even if medium‑term trend remains positive. Stock Market Today: Dow Jones, S&P 500 Futures Slip As Investors Brace For Mega‑Cap Earnings
• Negative Sentiment: Large losses in big health insurers (UnitedHealth and peers) removed substantial market value and could drag on S&P performance if weakness continues, posing downside risk to IVV. Health Insurers Weigh on the Dow, While S&P 500 Sets Fresh Record

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $698.65 on Wednesday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $699.63. The firm has a market cap of $768.31 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a 50 day moving average price of $686.89 and a 200-day moving average price of $668.04.

iShares Core S&P 500 ETF Profile

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.