iShares Core S&P 500 ETFIVVETF
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $10.0B |
| Exits | 97 | $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.