iShares Core S&P 500 ETFIVVETF

13F holders, Q2 2024 (June 30)
3,122holders +37
115new positions
97sold out
7famous investors
$543.85avg. 13F price*

At the end of Q2 2024, 3,122 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 37 from Q1 2024. 115 opened new positions and 97 sold out. The largest holders were BlackRock Inc. ($36.3B), Envestnet Asset Management Inc. ($19.7B) and Northwestern Mutual Wealth Management Co. ($15.5B). 7 famous investors held it, including Ray Dalio (6.0% of Bridgewater Associates's portfolio), Israel Englander (2.8% 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 → Q2 2024

InstitutionsTotal Value
New Positions115$10.0B
Exits97$1.1B

All 13F filers, Q1 2024 → Q2 2024: 72,772,108 shares bought and 39,900,103 shares sold, net +32,872,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,122 holders

BlackRock Inc. 0.82% Add +4.3% 66,396,707 $36.3B
Envestnet Asset Management Inc. 6.87% Add +21.3% 36,046,952 $19.7B
Northwestern Mutual Wealth Management Co. 15.31% Reduce -12.2% 28,358,435 $15.5B
Marshall Wace, LLP 17.59% Add +34.5% 22,513,000 $12.3B
Morgan Stanley 0.92% Add +13.5% 21,803,577 $11.9B
Creative Planning 12.34% Add +2.5% 21,110,972 $11.6B
JPMorgan Chase & Co. 0.89% Reduce -7.1% 18,737,182 $10.3B
Bank of America Corp. 0.83% Reduce -32.4% 15,894,135 $8.7B
Wells Fargo & Company 2.24% Add +0.2% 15,827,733 $8.7B
PNC Financial Services Group, Inc. 5.40% Reduce -0.3% 14,813,448 $8.1B
Bank of New York Mellon Corp 1.42% Add +1.8% 13,683,639 $7.5B
Goldman Sachs Group Inc. 1.41% Reduce -33.7% 13,158,408 $7.2B
Royal Bank of Canada 1.72% Add +51.5% 13,028,163 $7.1B
Jones Financial Companies LLLP 6.96% Add +223.3% 11,000,233 $6.0B
LPL Financial LLC 2.45% Reduce -1.1% 8,979,164 $4.9B
First Command Advisory Services, Inc. 50.00% Reduce -1.0% 8,805,890 $4.8B
Capula Management Ltd 53.73% New 8,779,044 $4.8B
CI Investments Inc. 17.82% No change 8,269,682 $4.5B
Ameriprise Financial Inc. 1.04% Add +0.8% 7,017,271 $3.8B
Truist Financial Corp. 5.74% Add +0.8% 6,876,318 $3.8B
FMR LLC 0.24% Reduce -29.3% 6,699,649 $3.7B
US Bancorp \de 4.84% Add +0.6% 6,488,593 $3.6B
Millennium Management 2.81% Add +54.8% 6,013,175 $3.3B
Wealth Enhancement Advisory Services, LLC 7.54% Add +6.2% 5,803,570 $3.2B
Northern Trust Corp. 0.51% Add +12.7% 5,556,989 $3.0B
Envestnet Portfolio Solutions, Inc. 9.17% Reduce -5.1% 4,801,599 $2.6B
Alliancebernstein L.P. 0.88% Add +1.0% 4,621,025 $2.5B
Squarepoint Ops LLC 9.08% Add +125.6% 4,400,000 $2.4B
Prudential Financial Inc. 3.56% Add +73.7% 4,338,360 $2.4B
Mariner, LLC 4.52% Add +3.4% 4,263,655 $2.3B
National Pension Service 2.59% Add +5.8% 4,119,355 $2.3B
National Mutual Insurance Federation of Agricultural Cooperatives 19.55% Reduce -0.3% 3,581,847 $2.0B
Asset Management One Co., Ltd. 6.69% Add +0.6% 3,196,711 $1.7B
Captrust Financial Advisors 5.11% New 2,901,068 $1.6B
Raymond James Financial Services Advisors, Inc. 2.22% Add +8.2% 2,853,728 $1.6B
UBS Group AG 0.48% Reduce -4.0% 2,842,622 $1.6B
Commonwealth Equity Services, LLC 2.44% Add +0.6% 2,813,935 $1.5B
Choate Investment Advisors 39.03% Add +2.1% 2,720,128 $1.5B
Keybank National Association 6.05% Reduce -2.5% 2,701,787 $1.5B
Cresset Asset Management, LLC 5.87% Add +5.3% 2,527,868 $1.4B
Wealthspire Advisors, LLC 16.16% Add +4.9% 2,306,113 $1.3B
MML Investors Services, LLC 5.02% Reduce -7.3% 2,270,095 $1.2B
Pathstone Holdings, LLC 5.55% Reduce -1.2% 2,246,988 $1.2B
HighTower Advisors, LLC 1.90% Add +2.1% 2,242,648 $1.2B
Cwm, LLC 5.72% Reduce -15.2% 2,216,956 $1.2B
Cetera Investment Advisers 2.69% Reduce -5.7% 2,137,191 $1.2B
Bridgewater Associates 6.00% Add +0.2% 2,101,534 $1.2B
Schonfeld Strategic Advisors LLC 8.67% New 2,042,404 $1.1B
AIA Group Ltd 29.90% Add +40.5% 1,868,473 $1.0B
Partners Capital Investment Group, LLP 17.26% Add +131.1% 1,863,210 $1.0B
Barings LLC 24.60% Add +5.7% 1,823,862 $1.0B
Greenleaf Trust 9.34% Reduce -0.4% 1,800,210 $985.1M
Avantax Advisory Services, Inc. 7.00% Add +6.0% 1,792,803 $981.1M
Janney Montgomery Scott LLC 2.99% Reduce -7.1% 1,791,566 $980.4M
Cerity Partners LLC 2.65% Add +3.2% 1,786,219 $977.5M
Alberta Investment Management Corp 10.71% Add +27.9% 1,764,372 $965.5M
Park Avenue Securities LLC 11.57% Reduce -11.3% 1,729,329 $946.3M
Fifth Third Bancorp 3.60% Reduce -2.5% 1,728,024 $945.6M
Osaic Holdings, Inc. 2.16% Add +5.7% 1,667,457 $913.0M
Bank of Montreal 0.28% Add +1.0% 1,652,048 $907.1M
Fiduciary Trust Co 12.64% Add +3.0% 1,538,335 $841.8M
Municipal Employees' Retirement System of Michigan 11.18% Reduce -23.4% 1,473,408 $806.3M
Alaska Permanent Fund Corp 11.90% Reduce -20.9% 1,452,084 $803.5M
MAI Capital Management 7.84% Add +6.7% 1,455,023 $796.2M
FIL Ltd 0.78% Add +2.6% 1,446,838 $791.8M
Raymond James & Associates 0.52% Add +7.0% 1,442,415 $789.3M
Jasper Ridge Partners, L.P. 25.02% Reduce -10.8% 1,413,263 $773.4M
M&T Bank Corp 2.63% Reduce -0.8% 1,409,602 $771.4M
Allianz SE 21.76% Add +4.0% 1,353,030 $740.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.21% New 1,340,937 $733.8M
Neuberger Berman Group LLC 0.60% Add +0.2% 1,335,939 $731.1M
Corient Private Wealth LP 1.26% Reduce -17.1% 1,327,828 $725.3M
Johnson Investment Counsel Inc. 7.62% Add +2.8% 1,321,468 $723.1M
Alesco Advisors, LLC, An ESL Co 23.59% Reduce -1.0% 1,315,351 $719.8M
Element Capital Management LLC 54.14% New 1,275,029 $697.7M
Brown Advisory Inc. 0.90% Add +0.4% 1,264,204 $691.8M
First Hawaiian Bank 23.20% Reduce -13.9% 1,253,623 $686.0M
MKP Capital Management, L.L.C. 56.43% New 1,209,313 $661.8M
Bank of Nova Scotia 1.27% Add +0.0% 1,169,615 $640.0M
Fund Evaluation Group, LLC 39.09% Add +5.4% 1,164,386 $637.2M
Regions Financial Corp. 4.67% Reduce -4.2% 1,123,808 $615.0M
Thrivent Financial for Lutherans 1.24% Reduce -4.0% 1,118,017 $611.8M
Bessemer Group Inc. 1.08% Add +1.1% 1,116,165 $610.8M
United Capital Financial Advisors, LLC 5.17% Reduce -8.2% 1,098,379 $601.1M
BNP Paribas Financial Markets 0.65% Add +51.5% 1,091,341 $597.2M
Schroder Investment Management Group 0.66% Reduce -13.3% 1,080,716 $591.4M
Cambridge Investment Research Advisors, Inc. 2.06% Reduce -0.3% 1,019,348 $557.8M
Comerica Bank 2.31% Reduce -3.2% 1,011,842 $553.7M
National Philanthropic Trust 10.18% Reduce -3.1% 975,463 $533.8M
Principal Financial Group Inc. 0.30% Reduce -2.3% 921,115 $504.1M
Franklin Resources Inc. 0.16% Add +4.5% 920,599 $503.9M
Flputnam Investment Management Co. 9.36% Add +8.5% 911,458 $498.8M
Focus Partners Wealth 1.67% Add +131.6% 907,282 $496.5M
Mirae Asset Global Investments Co., Ltd. 2.39% Add +4.5% 872,753 $479.4M
Tiaa Trust, National Association 1.41% Add +3.8% 837,532 $458.3M
Leith Wheeler Investment Counsel Ltd. 39.24% Add +9.6% 830,248 $454.3M
Waverly Advisors, LLC 8.87% Add +10.7% 826,142 $452.1M
CHURCHILL MANAGEMENT Corp 5.21% Reduce -0.5% 807,575 $441.9M
Bank of Finland 27.10% Add +0.3% 776,498 $424.9M
Allspring Global Investments Holdings, LLC 0.68% Add +0.6% 766,794 $419.6M

"% 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 3,122 holders