iShares Core S&P 500 ETFIVVETF

13F holders, Q1 2024 (March 31)
3,085holders
7famous investors
$525.74avg. 13F price*

At the end of Q1 2024, 3,085 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings. The largest holders were BlackRock Inc. ($33.5B), Northwestern Mutual Wealth Management Co. ($17.0B) and Envestnet Asset Management Inc. ($15.6B). 7 famous investors held it, including Ray Dalio (5.6% of Bridgewater Associates's portfolio), Israel Englander (1.8% of Millennium Management's portfolio) and Joel Greenblatt (1.6% of Gotham Asset Management's portfolio).

Company
iShares Core S&P 500 ETF
CUSIP
464287200
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 3,085Q1 2024Q2 2024: 3,122Q2 2024Q3 2024: 3,209Q3 2024Q4 2024: 3,610Q4 2024Q1 2025: 3,572Q1 2025Q2 2025: 3,624Q2 2025Q3 2025: 3,682Q3 2025Q4 2025: 4,021Q4 2025Q1 2026: 4,007Q1 2026Q2 2026: 4,120Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions149$1.6B
Exits89$2.2B

Ownership 3,085 holders

BlackRock Inc. 0.78% Reduce -7.3% 63,637,341 $33.5B
Northwestern Mutual Wealth Management Co. 17.45% Add +3.2% 32,301,628 $17.0B
Envestnet Asset Management Inc. 5.83% Reduce -11.9% 29,727,421 $15.6B
Bank of America Corp. 1.22% Add +51.1% 23,515,645 $12.4B
Creative Planning 12.01% Add +2.5% 20,601,924 $10.8B
JPMorgan Chase & Co. 0.94% Add +60.7% 20,161,417 $10.6B
Goldman Sachs Group Inc. 2.20% Add +10.1% 19,843,745 $10.4B
Morgan Stanley 0.81% Add +0.5% 19,212,260 $10.1B
Marshall Wace, LLP 14.72% Add +0.3% 16,738,600 $8.8B
Wells Fargo & Company 2.20% Reduce -2.4% 15,802,660 $8.3B
PNC Financial Services Group, Inc. 5.43% Add +1.6% 14,854,708 $7.8B
Bank of New York Mellon Corp 1.36% Add +1.7% 13,448,254 $7.1B
FMR LLC 0.33% Add +16.8% 9,469,514 $5.0B
LPL Financial LLC 2.57% Reduce -7.3% 9,081,445 $4.8B
First Command Advisory Services, Inc. 49.04% Reduce -0.3% 8,894,577 $4.7B
Royal Bank of Canada 1.10% Add +15.5% 8,601,816 $4.5B
CI Investments Inc. 17.26% Add +1777.4% 8,269,682 $4.3B
Ameriprise Financial Inc. 1.01% Reduce -1.3% 6,962,578 $3.7B
Truist Financial Corp. 5.44% Add +2.3% 6,823,118 $3.6B
US Bancorp \de 4.73% Reduce -5.2% 6,449,951 $3.4B
Wealth Enhancement Advisory Services, LLC 7.43% Add +7.6% 5,466,912 $2.9B
Envestnet Portfolio Solutions, Inc. 10.00% Reduce -13.2% 5,059,034 $2.7B
Northern Trust Corp. 0.45% Add +8.8% 4,932,820 $2.6B
Alliancebernstein L.P. 0.85% Add +15.7% 4,573,286 $2.4B
Mariner, LLC 4.48% Add +6.4% 4,123,175 $2.2B
National Pension Service 2.45% Add +7.9% 3,891,628 $2.0B
Millennium Management 1.79% Reduce -69.0% 3,883,955 $2.0B
National Mutual Insurance Federation of Agricultural Cooperatives 19.97% Reduce -0.1% 3,594,347 $1.9B
Jones Financial Companies LLLP 2.44% Add +1436.0% 3,402,987 $1.8B
Asset Management One Co., Ltd. 6.44% Add +0.2% 3,179,007 $1.7B
UBS Group AG 0.51% Reduce -6.3% 2,961,603 $1.6B
Wolverine Trading, LLC 15.25% Reduce -57.2% 2,853,702 $1.5B
Commonwealth Equity Services, LLC 2.44% Reduce -0.9% 2,797,480 $1.5B
Keybank National Association 6.02% Add +3.3% 2,772,068 $1.5B
Choate Investment Advisors 37.72% Add +9.9% 2,665,260 $1.4B
Raymond James Financial Services Advisors, Inc. 2.06% Add +1.4% 2,637,397 $1.4B
Cwm, LLC 6.69% Reduce -21.1% 2,615,013 $1.4B
Prudential Financial Inc. 1.85% Reduce -51.4% 2,497,510 $1.3B
MML Investors Services, LLC 5.31% Reduce -6.7% 2,449,425 $1.3B
Cresset Asset Management, LLC 6.15% Add +64.4% 2,400,847 $1.3B
Pathstone Holdings, LLC 5.63% Add +0.2% 2,273,932 $1.2B
Cetera Investment Advisers 2.81% Add +109.4% 2,265,933 $1.2B
Wealthspire Advisors, LLC 15.41% Add +3.3% 2,198,120 $1.2B
HighTower Advisors, LLC 1.88% Add +0.1% 2,196,302 $1.2B
Bridgewater Associates 5.57% Reduce -1.2% 2,096,972 $1.1B
Squarepoint Ops LLC 4.27% Add +254.6% 1,950,000 $1.0B
Park Avenue Securities LLC 13.24% Reduce -22.0% 1,949,094 $1.0B
Janney Montgomery Scott LLC 3.02% Reduce -18.5% 1,929,181 $1.0B
Municipal Employees' Retirement System of Michigan 13.04% Reduce -28.8% 1,924,864 $1.0B
Alaska Permanent Fund Corp 14.22% Add +40.2% 1,837,000 $965.8M
Greenleaf Trust 8.83% Add +0.4% 1,807,295 $950.1M
Fifth Third Bancorp 3.65% Reduce -5.2% 1,773,204 $932.2M
Cerity Partners LLC 2.40% Add +1.0% 1,730,555 $908.9M
Barings LLC 23.00% Reduce -0.1% 1,725,186 $907.0M
Cornerstone Partners Capital Management, LLC 60.54% Add +3.7% 1,715,386 $901.8M
Avantax Advisory Services, Inc. 7.89% Add +1.9% 1,691,770 $889.4M
Bank of Montreal 0.27% Add +1.9% 1,636,412 $860.4M
Corient Private Wealth LP 1.50% Add +22.3% 1,601,096 $841.7M
Jasper Ridge Partners, L.P. 26.20% Add +37.8% 1,584,364 $832.9M
Osaic Holdings, Inc. 1.85% Reduce -60.5% 1,578,281 $830.1M
Fiduciary Trust Co 12.05% Add +7.3% 1,493,246 $785.0M
First Hawaiian Bank 23.87% Reduce -8.5% 1,456,395 $765.7M
M&T Bank Corp 2.60% Add +2.2% 1,421,392 $747.3M
FIL Ltd 0.74% Add +12.0% 1,409,797 $741.2M
Alberta Investment Management Corp 7.68% Reduce -41.6% 1,379,399 $725.2M
MAI Capital Management 7.47% Add +8.1% 1,363,508 $716.8M
Credit Suisse AG/ 0.68% Add +0.3% 1,348,595 $709.0M
Raymond James & Associates 0.48% Reduce -1.3% 1,348,103 $708.7M
Neuberger Berman Group LLC 0.58% Add +1.0% 1,333,838 $701.2M
AIA Group Ltd 22.83% Add +3.5% 1,330,239 $699.3M
Alesco Advisors, LLC, An ESL Co 22.97% Reduce -1.3% 1,328,763 $698.6M
Allianz SE 21.55% — 1,301,299 $684.1M
Johnson Investment Counsel Inc. 7.35% Add +1.2% 1,285,916 $676.0M
Brown Advisory Inc. 0.89% Reduce -0.8% 1,259,680 $662.3M
Schroder Investment Management Group 0.78% Reduce -1.1% 1,246,277 $655.2M
United Capital Financial Advisors, LLC 5.19% Reduce -20.6% 1,196,979 $629.3M
Regions Financial Corp. 4.68% Reduce -1.6% 1,173,351 $616.9M
Bank of Nova Scotia 1.25% Reduce -2.0% 1,169,590 $614.9M
Thrivent Financial for Lutherans 1.23% Reduce -7.2% 1,164,835 $612.4M
Fund Evaluation Group, LLC 36.35% Add +6.0% 1,104,706 $580.8M
Bessemer Group Inc. 1.05% Reduce -0.5% 1,104,410 $580.6M
Comerica Bank 2.37% Reduce -3.2% 1,045,286 $549.5M
Cambridge Investment Research Advisors, Inc. 2.07% Reduce -1.7% 1,022,325 $537.5M
National Philanthropic Trust 11.56% Add +3.9% 1,006,926 $529.4M
Simplify Asset Management Inc. 49.85% Add +63.6% 989,480 $520.2M
Principal Financial Group Inc. 0.29% Reduce -1.1% 942,677 $495.6M
Franklin Resources Inc. 0.15% Add +2.9% 880,979 $463.0M
Flputnam Investment Management Co. 9.41% Add +13.3% 840,314 $441.8M
Mirae Asset Global Investments Co., Ltd. 0.96% Reduce -3.4% 834,961 $439.0M
CHURCHILL MANAGEMENT Corp 5.32% Reduce -1.4% 811,354 $426.6M
Tiaa Trust, National Association 1.30% Add +3.7% 807,281 $424.4M
Partners Capital Investment Group, LLP 12.69% Reduce -44.0% 806,384 $423.9M
Stifel Financial Corp. 0.47% Reduce -10.8% 783,235 $411.8M
Bank of Finland 26.68% Add +0.3% 774,204 $407.0M
Allspring Global Investments Holdings, LLC 0.63% Add +2.2% 762,469 $400.9M
Leith Wheeler Investment Counsel Ltd. 38.71% Reduce -0.3% 757,555 $398.3M
Waverly Advisors, LLC 9.24% Add +22.3% 746,383 $392.4M
Swan Global Investments, LLC 19.10% Reduce -4.0% 738,097 $388.0M
Assetmark, Inc. 1.25% Add +416.7% 731,027 $384.3M
Provida Pension Fund Administrator 9.51% Reduce -25.4% 728,250 $383.1M

"% of holder's portfolio" is IVV's weight in each manager's 13F, not the share of iShares Core S&P 500 ETF the manager owns.

Show all 3,085 holders