iShares Core S&P 500 ETFIVVETF
13F holders, Q3 2024 (September 30)3,209holders +87
128new positions
57sold out
10famous investors
$576.47avg. 13F price*
At the end of Q3 2024, 3,209 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 87 from Q2 2024. 128 opened new positions and 57 sold out. The largest holders were BlackRock, Inc. ($39.5B), Envestnet Asset Management Inc. ($20.0B) and Northwestern Mutual Wealth Management Co. ($16.9B). 10 famous investors held it, including Ray Dalio (7.3% of Bridgewater Associates's portfolio), George Soros (3.5% of Soros Fund Management's portfolio) and Israel Englander (2.5% of Millennium 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 128 | $2.7B |
| Exits | 57 | $6.1B |
All 13F filers, Q2 2024 → Q3 2024: 45,472,764 shares bought and 28,744,556 shares sold, net +16,728,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,209 holders
| BlackRock, Inc. | 0.83% | — | 68,428,453 | $39.5B |
| Envestnet Asset Management Inc. | 6.45% | Reduce -3.9% | 34,647,971 | $20.0B |
| Northwestern Mutual Wealth Management Co. | 15.01% | Add +3.3% | 29,291,410 | $16.9B |
| Bank of America Corp. | 1.27% | Add +58.6% | 25,216,794 | $14.5B |
| Morgan Stanley | 1.04% | Add +14.3% | 24,931,799 | $14.4B |
| Marshall Wace, LLP | 17.51% | Add +2.9% | 23,161,000 | $13.4B |
| Creative Planning | 12.20% | Add +1.2% | 21,368,471 | $12.3B |
| JPMorgan Chase & Co. | 0.97% | Add +11.7% | 20,924,985 | $12.1B |
| Wells Fargo & Company | 2.24% | Add +0.9% | 15,966,218 | $9.2B |
| PNC Financial Services Group, Inc. | 5.44% | Reduce -0.2% | 14,785,364 | $8.5B |
| Bank of New York Mellon Corp | 1.47% | Add +0.3% | 13,720,852 | $7.9B |
| Royal Bank of Canada | 1.54% | Reduce -8.0% | 11,988,989 | $6.9B |
| Goldman Sachs Group Inc. | 1.31% | Reduce -9.7% | 11,883,703 | $6.9B |
| Jones Financial Companies LLLP | 6.82% | Add +5.2% | 11,574,855 | $6.6B |
| Squarepoint Ops LLC | 18.69% | Add +122.6% | 9,796,175 | $5.7B |
| LPL Financial LLC | 2.32% | Add +0.3% | 9,010,849 | $5.2B |
| First Command Advisory Services, Inc. | 49.09% | Add +0.1% | 8,819,217 | $5.1B |
| CI Investments Inc. | 18.16% | No change | 8,269,682 | $4.8B |
| Truist Financial Corp. | 6.69% | Add +7.1% | 7,367,344 | $4.2B |
| Ameriprise Financial Inc. | 1.02% | Reduce -2.5% | 6,838,417 | $3.9B |
| FMR LLC | 0.23% | Reduce -3.9% | 6,440,228 | $3.7B |
| US Bancorp \de | 4.71% | Reduce -2.1% | 6,352,964 | $3.7B |
| Wealth Enhancement Advisory Services, LLC | 7.66% | Add +6.3% | 6,170,596 | $3.6B |
| Northern Trust Corp. | 0.56% | Add +6.5% | 5,915,891 | $3.4B |
| Millennium Management | 2.49% | Reduce -20.1% | 4,803,669 | $2.8B |
| Prudential Financial Inc. | 3.90% | Add +10.6% | 4,796,083 | $2.8B |
| Envestnet Portfolio Solutions, Inc. | 8.70% | Reduce -3.3% | 4,642,814 | $2.7B |
| Alliancebernstein L.P. | 0.88% | Reduce -1.6% | 4,544,796 | $2.6B |
| Mariner, LLC | 4.50% | Add +3.1% | 4,394,215 | $2.5B |
| National Pension Service | 2.29% | No change | 4,119,355 | $2.4B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 18.58% | No change | 3,581,847 | $2.1B |
| UBS Group AG | 0.53% | Add +16.2% | 3,303,997 | $1.9B |
| Asset Management One Co., Ltd. | 6.55% | Reduce -0.2% | 3,189,877 | $1.8B |
| Captrust Financial Advisors | 5.37% | Add +8.1% | 3,137,110 | $1.8B |
| Raymond James Financial Services Advisors, Inc. | 2.26% | Add +3.0% | 2,939,808 | $1.7B |
| Commonwealth Equity Services, LLC | 2.48% | Add +0.8% | 2,835,920 | $1.6B |
| Choate Investment Advisors | 40.54% | Add +1.3% | 2,756,635 | $1.6B |
| Cresset Asset Management, LLC | 6.03% | Add +6.4% | 2,690,664 | $1.6B |
| Keybank National Association | 5.92% | Reduce -1.5% | 2,660,421 | $1.5B |
| Alberta Investment Management Corp | 13.42% | Add +45.0% | 2,558,972 | $1.5B |
| Corient Private Wealth LP | 2.25% | Add +86.8% | 2,480,171 | $1.4B |
| Wealthspire Advisors, LLC | 14.27% | Add +5.5% | 2,432,463 | $1.4B |
| Schonfeld Strategic Advisors LLC | 10.73% | Add +12.2% | 2,290,710 | $1.3B |
| HighTower Advisors, LLC | 1.94% | Add +1.7% | 2,281,537 | $1.3B |
| Pathstone Holdings, LLC | 5.82% | Add +0.4% | 2,255,677 | $1.3B |
| MML Investors Services, LLC | 4.70% | Reduce -1.4% | 2,237,258 | $1.3B |
| Bridgewater Associates | 7.26% | Add +5.8% | 2,222,834 | $1.3B |
| Cetera Investment Advisers | 2.56% | Reduce -5.0% | 2,031,242 | $1.2B |
| Cwm, LLC | 4.99% | Reduce -9.3% | 2,009,809 | $1.2B |
| Partners Capital Investment Group, LLP | 17.85% | Add +3.9% | 1,935,921 | $1.1B |
| Barings LLC | 25.30% | Add +1.9% | 1,859,065 | $1.1B |
| Cerity Partners LLC | 2.35% | Add +3.2% | 1,843,551 | $1.1B |
| Greenleaf Trust | 9.28% | Add +0.5% | 1,809,377 | $1.0B |
| Avantax Advisory Services, Inc. | 6.74% | Reduce -0.8% | 1,778,905 | $1.0B |
| Element Capital Management LLC | 45.44% | Add +36.8% | 1,744,165 | $1.0B |
| Janney Montgomery Scott LLC | 2.71% | Reduce -6.0% | 1,684,682 | $971.8M |
| Fifth Third Bancorp | 3.51% | Reduce -2.9% | 1,678,845 | $968.4M |
| Jasper Ridge Partners, L.P. | 26.98% | Add +16.1% | 1,641,517 | $946.9M |
| Bank of Montreal | 0.44% | Reduce -1.2% | 1,631,696 | $936.7M |
| Neuberger Berman Group LLC | 0.70% | Add +15.9% | 1,548,785 | $893.4M |
| Fiduciary Trust Co | 12.47% | Add +0.6% | 1,547,344 | $892.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.23% | Add +14.9% | 1,540,937 | $888.8M |
| Park Avenue Securities LLC | 9.90% | Reduce -11.7% | 1,526,939 | $880.8M |
| Osaic Holdings, Inc. | 1.99% | Reduce -8.5% | 1,525,479 | $880.5M |
| MAI Capital Management | 8.26% | Add +2.8% | 1,496,172 | $863.0M |
| Raymond James & Associates | 0.52% | Add +2.2% | 1,474,326 | $850.4M |
| Municipal Employees' Retirement System of Michigan | 10.94% | Reduce -2.4% | 1,438,577 | $829.8M |
| Alaska Permanent Fund Corp | 11.97% | Reduce -2.4% | 1,417,084 | $817.4M |
| M&T Bank Corp | 2.68% | Add +0.4% | 1,415,334 | $816.4M |
| Allianz SE | 21.82% | Add +3.4% | 1,399,089 | $807.0M |
| Bank of Nova Scotia | 1.63% | Add +19.3% | 1,395,777 | $805.1M |
| AIA Group Ltd | 20.70% | Reduce -25.6% | 1,390,415 | $802.0M |
| Fund Evaluation Group, LLC | 42.96% | Add +15.6% | 1,345,506 | $776.1M |
| FIL Ltd | 0.70% | Reduce -8.0% | 1,331,220 | $767.9M |
| Johnson Investment Counsel Inc. | 7.49% | Reduce -0.1% | 1,319,922 | $761.4M |
| Alesco Advisors, LLC, An ESL Co | 23.49% | Add +0.1% | 1,317,374 | $759.9M |
| Thrivent Financial for Lutherans | 1.43% | Add +16.0% | 1,297,097 | $748.2M |
| Brown Advisory Inc. | 0.92% | Add +0.8% | 1,274,572 | $735.2M |
| BNP Paribas Financial Markets | 0.68% | Add +9.5% | 1,195,430 | $689.5M |
| First Hawaiian Bank | 22.02% | Reduce -5.2% | 1,188,250 | $685.4M |
| Assetmark, Inc. | 1.95% | Add +788.4% | 1,179,310 | $680.2M |
| Regions Financial Corp. | 4.50% | Reduce -3.6% | 1,083,380 | $624.9M |
| Cambridge Investment Research Advisors, Inc. | 2.05% | Add +2.5% | 1,045,278 | $602.9M |
| Provida Pension Fund Administrator | 13.14% | Add +53.6% | 1,045,245 | $602.9M |
| Schroder Investment Management Group | 0.62% | Reduce -3.4% | 1,044,331 | $599.5M |
| National Philanthropic Trust | 10.82% | Add +6.0% | 1,034,247 | $596.6M |
| United Capital Financial Advisors, LLC | 4.79% | Reduce -8.1% | 1,009,209 | $582.1M |
| Comerica Bank | 2.29% | Reduce -0.8% | 1,004,260 | $579.3M |
| Bessemer Group Inc. | 0.92% | Reduce -13.2% | 968,421 | $558.6M |
| Flputnam Investment Management Co. | 9.81% | Add +3.9% | 946,902 | $545.9M |
| Franklin Resources Inc. | 0.15% | Add +0.2% | 922,718 | $541.1M |
| Principal Financial Group Inc. | 0.29% | Reduce -0.6% | 916,070 | $528.4M |
| Mirae Asset Global Investments Co., Ltd. | 2.30% | Add +3.7% | 904,783 | $519.4M |
| Waverly Advisors, LLC | 9.24% | Add +5.0% | 867,033 | $500.1M |
| Meiji Yasuda Life Insurance Co | 9.17% | Add +15.8% | 858,768 | $495.4M |
| Leith Wheeler Investment Counsel Ltd. | 33.44% | Reduce -0.4% | 826,882 | $477.0M |
| CHURCHILL MANAGEMENT Corp | 5.35% | Add +0.2% | 808,853 | $466.6M |
| Tiaa Trust, National Association | 1.36% | Reduce -5.9% | 788,211 | $454.7M |
| Bank of Finland | 26.96% | Add +0.4% | 779,512 | $449.6M |
| Johnson Financial Group, Inc. | 20.20% | Add +1.5% | 766,765 | $442.3M |
"% 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.