Shelter Mutual Insurance Co trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 9.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 11,070 shares of the company’s stock after selling 1,110 shares during the period. iShares Core S&P 500 ETF makes up about 1.7% of Shelter Mutual Insurance Co’s portfolio, making the stock its 27th largest holding. Shelter Mutual Insurance Co’s holdings in iShares Core S&P 500 ETF were worth $7,409,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. grew its stake in shares of iShares Core S&P 500 ETF by 18.3% in the 2nd quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock worth $17,553,830,000 after purchasing 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 during the period. Laurel Wealth Advisors LLC raised its stake 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 valued at $1,706,371,000 after purchasing an additional 2,743,878 shares during the period. Soundwatch Capital LLC boosted its position in shares of iShares Core S&P 500 ETF by 474.9% in the second quarter. Soundwatch Capital LLC now owns 1,507,952 shares of the company’s stock worth $936,287,000 after buying an additional 1,245,649 shares during the period. Finally, Northwestern Mutual Wealth Management Co. grew its holdings 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 in the last quarter. 70.12% of the stock is owned by institutional investors.
iShares Core S&P 500 ETF Stock Performance
Shares of IVV stock traded up $0.28 during trading on Friday, hitting $692.24. 7,893,459 shares of the company were exchanged, compared to its average volume of 7,810,028. The business’s 50-day simple moving average is $685.65 and its 200 day simple moving average is $666.48. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $699.17. The firm has a market capitalization of $761.60 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.
Trending Headlines about iShares Core S&P 500 ETF
- Positive Sentiment: Macroeconomic/political relief drove a rally: President Trump scaled back EU tariff threats and investor sentiment improved, helping the S&P 500 jump over 1% and lift index ETFs like IVV. S&P 500 Jumps Over 1% As Trump Withdraws EU Tariff Threat
- Positive Sentiment: Tech-led strength pushed indices above technical resistance (S&P 500 broke its 50‑day MA), supporting IVV since tech is a large weight in the index. S&P 500 Forecast: US Indices Rally Today as Tech Stocks Lead Broad Gains
- Neutral Sentiment: Analyst activity in S&P names: TD Cowen upgraded Fortinet, reflecting bullish views on cybersecurity and AI billings — a positive for index constituents but limited to single-stock impact on IVV. Fortinet Is Top S&P 500 Stock After Upgrade. Don’t Worry About ‘AI Eating Software.
- Neutral Sentiment: Direct ETF comparison: an article reviewing IVV vs Australian ETFs (VGS, VAS) highlights IVV’s 2025 returns and global exposure considerations — useful context for allocation decisions but not a market mover. IVV, VGS, VAS: Which ASX ETF produced the better returns in 2025?
- Negative Sentiment: Shorter‑term risk: some analysts warn the S&P could retreat toward 6,700, which would pressure IVV — a reminder that recent gains could face a meaningful pullback. The S&P 500 is on fire — but a retreat to this level would unleash the bears
- Negative Sentiment: Mixed corporate signals: big banks delivered solid Q4 profits but mixed guidance, which could cap broader index gains and weigh on IVV if financials underperform. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
- Negative Sentiment: Early-morning futures showed a slight pullback after two days of gains, signaling continued volatility and the potential for near-term declines in IVV if momentum stalls. Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline After 2 Consecutive Days Of Gains—Intel, CSX In Focus
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.
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