iShares Core S&P 500 ETFIVVETF

13F holders, Q4 2024 (December 31)
3,610holders +401
145new positions
80sold out
10famous investors
$587.80avg. 13F price*

At the end of Q4 2024, 3,610 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 401 from Q3 2024. 145 opened new positions and 80 sold out. The largest holders were BlackRock, Inc. ($39.5B), Envestnet Asset Management Inc. ($19.7B) and Northwestern Mutual Wealth Management Co. ($18.0B). 10 famous investors held it, including Ray Dalio (5.5% of Bridgewater Associates's portfolio), Israel Englander (2.9% of Millennium Management's portfolio) and Paul Tudor Jones (1.6% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions145$19.8B
Exits80$2.6B

All 13F filers, Q3 2024 → Q4 2024: 88,793,317 shares bought and 33,748,781 shares sold, net +55,044,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,610 holders

BlackRock, Inc. 0.80% Reduce -2.0% 67,046,222 $39.5B
Envestnet Asset Management Inc. 6.34% Reduce -3.2% 33,534,071 $19.7B
Northwestern Mutual Wealth Management Co. 15.16% Add +4.2% 30,528,891 $18.0B
Morgan Stanley 1.15% Add +11.9% 27,892,528 $16.4B
Marshall Wace, LLP 17.62% Add +1.9% 23,607,000 $13.9B
Creative Planning 12.40% Add +1.3% 21,653,460 $12.7B
JPMorgan Chase & Co. 0.85% Reduce -13.1% 18,184,495 $10.7B
Wells Fargo & Company 2.53% Add +11.8% 17,852,125 $10.5B
Bank of America Corp. 0.97% Reduce -29.6% 17,760,439 $10.5B
PNC Financial Services Group, Inc. 5.95% Add +2.3% 15,123,633 $8.9B
Royal Bank of Canada 1.80% Add +18.0% 14,146,501 $8.3B
Bank of New York Mellon Corp 1.51% Add +1.3% 13,904,814 $8.2B
Jones Financial Companies LLLP 6.74% Add +4.1% 12,051,651 $7.1B
Prudential Financial Inc. 9.37% Add +142.1% 11,609,297 $6.8B
LPL Financial LLC 2.44% Add +13.1% 10,188,273 $6.0B
Nisa Investment Advisors, LLC 22.54% New 9,874,739 $5.8B
Goldman Sachs Group Inc. 1.10% Reduce -17.8% 9,768,724 $5.8B
First Command Advisory Services, Inc. 49.51% Add +0.6% 8,870,672 $5.2B
CI Investments Inc. 18.36% No change 8,269,682 $4.9B
Ameriprise Financial Inc. 1.23% Add +18.4% 8,097,168 $4.8B
Truist Financial Corp. 6.72% Reduce -1.3% 7,273,395 $4.3B
FMR LLC 0.24% Add +6.6% 6,868,060 $4.0B
Northern Trust Corp. 0.56% Add +13.2% 6,695,007 $3.9B
Wealth Enhancement Advisory Services, LLC 7.35% Add +5.5% 6,512,721 $3.8B
US Bancorp \de 4.60% Reduce -6.1% 5,964,953 $3.5B
Alyeska Investment Group, L.P. 13.13% New 5,926,710 $3.5B
Alberta Investment Management Corp 23.37% Add +121.2% 5,660,361 $3.3B
Millennium Management 2.92% Add +15.6% 5,551,127 $3.3B
Squarepoint Ops LLC 8.06% Reduce -46.0% 5,291,954 $3.1B
Schonfeld Strategic Advisors LLC 18.98% Add +123.1% 5,109,775 $3.0B
Alliancebernstein L.P. 1.00% Add +10.2% 5,007,377 $2.9B
Envestnet Portfolio Solutions, Inc. 8.98% Add +0.4% 4,663,212 $2.7B
Mariner, LLC 4.49% Add +3.3% 4,536,926 $2.7B
Raymond James Financial Inc. 0.90% — 4,125,167 $2.4B
National Pension Service 2.30% No change 4,119,355 $2.4B
UBS Group AG 0.51% Add +17.3% 3,876,820 $2.3B
National Mutual Insurance Federation of Agricultural Cooperatives 18.07% No change 3,581,847 $2.1B
Captrust Financial Advisors 5.76% Add +9.2% 3,426,869 $2.0B
Asset Management One Co., Ltd. 6.58% Add +0.5% 3,204,448 $1.9B
Choate Investment Advisors 39.89% Add +2.3% 2,818,522 $1.7B
Commonwealth Equity Services, LLC 2.41% Reduce -1.3% 2,799,586 $1.6B
Verition Fund Management LLC 8.34% New 2,721,717 $1.6B
MKP Capital Management, L.L.C. 77.40% New 2,665,086 $1.6B
Keybank National Association 6.01% Reduce -0.1% 2,659,052 $1.6B
Teacher Retirement System of Texas 5.52% Add +357.9% 2,598,372 $1.5B
Wealthspire Advisors, LLC 14.96% Add +5.1% 2,556,471 $1.5B
Healthcare of Ontario Pension Plan Trust Fund 3.24% New 2,552,291 $1.5B
Adventist Health System Sunbelt Healthcare Corp. 44.38% Add +995.0% 2,356,636 $1.4B
HighTower Advisors, LLC 1.87% Add +1.4% 2,313,961 $1.4B
Pathstone Holdings, LLC 5.86% Reduce -0.2% 2,251,408 $1.3B
MML Investors Services, LLC 4.57% Add +0.6% 2,250,208 $1.3B
Principal Financial Group Inc. 0.70% Add +137.7% 2,177,162 $1.3B
BW Gestao de Investimentos Ltda. 59.66% New 2,171,290 $1.3B
Cetera Investment Advisers 2.58% Add +3.0% 2,092,010 $1.2B
Corient Private Wealth LP 2.03% Reduce -5.7% 2,339,731 $1.2B
Cresset Asset Management, LLC 5.85% Reduce -23.3% 2,062,905 $1.2B
Bridgewater Associates 5.50% Reduce -8.3% 2,039,343 $1.2B
Alaska Permanent Fund Corp 17.43% Add +40.8% 1,995,000 $1.2B
Cerity Partners LLC 2.54% Add +7.8% 1,987,322 $1.2B
Michael & Susan Dell Foundation 62.55% Add +265.5% 1,981,429 $1.2B
Capstone Investment Advisors, LLC 14.40% Add +324.3% 1,933,022 $1.1B
Cwm, LLC 4.71% Reduce -4.0% 1,928,796 $1.1B
Barings LLC 26.92% Add +2.4% 1,903,284 $1.1B
Greenleaf Trust 10.10% Add +4.1% 1,884,111 $1.1B
AIA Group Ltd 26.64% Add +34.8% 1,873,863 $1.1B
Avantax Advisory Services, Inc. 6.62% Add +0.7% 1,791,134 $1.1B
Eisler Capital Management Ltd. 34.68% — 1,775,350 $1.0B
Janney Montgomery Scott LLC 2.81% Add +2.2% 1,721,823 $1.0B
Fifth Third Bancorp 3.64% Add +1.6% 1,705,415 $1.0B
Bank of Montreal 0.49% Add +1.5% 1,655,472 $974.5M
D. E. Shaw & Co. 1.13% Add +1141.9% 1,616,083 $951.4M
MAI Capital Management 7.09% Add +8.0% 1,616,043 $951.3M
Fiduciary Trust Co 12.16% Add +1.1% 1,564,951 $921.3M
Fund Evaluation Group, LLC 43.03% Add +16.2% 1,563,565 $920.4M
Park Avenue Securities LLC 9.40% Add +1.6% 1,552,135 $913.7M
Osaic Holdings, Inc. 2.04% Add +15.5% 1,762,531 $910.0M
Neuberger Berman Group LLC 0.72% Reduce -0.5% 1,541,874 $907.7M
BlueCrest Capital Management Ltd 58.19% New 1,532,697 $902.3M
Jasper Ridge Partners, L.P. 28.55% Reduce -6.7% 1,531,478 $901.6M
Potomac Fund Management Inc. 50.62% — 1,465,342 $862.6M
Allianz SE 22.24% Add +3.8% 1,452,343 $855.0M
Municipal Employees' Retirement System of Michigan 11.67% No change 1,438,577 $846.9M
BNP Paribas Financial Markets 0.65% Add +18.1% 1,411,407 $830.9M
FIL Ltd 0.77% Add +4.6% 1,392,028 $819.5M
UNC Management Company, Inc. 80.65% Add +83.8% 1,363,821 $802.9M
Bank of Nova Scotia 1.41% Reduce -2.9% 1,355,711 $798.1M
M&T Bank Corp 2.67% Reduce -4.4% 1,353,402 $796.7M
Thrivent Financial for Lutherans 1.51% Reduce -0.1% 1,295,753 $775.8M
Johnson Investment Counsel Inc. 7.55% Reduce -0.3% 1,315,847 $774.6M
Brown Advisory Inc. 0.98% Add +2.5% 1,306,763 $769.3M
Alesco Advisors, LLC, An ESL Co 23.99% Reduce -1.6% 1,296,949 $763.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% Reduce -20.2% 1,230,000 $724.1M
Assetmark, Inc. 1.91% Add +1.3% 1,194,027 $702.9M
Jain Global LLC 20.98% — 1,190,000 $700.5M
Freestone Grove Partners LP 8.46% — 1,173,000 $690.5M
First Hawaiian Bank 22.45% Reduce -1.6% 1,169,524 $688.5M
Allianz Asset Management GmbH 0.99% Add +1380.3% 1,162,809 $684.5M
National Philanthropic Trust 9.86% Add +12.3% 1,161,814 $683.9M
Constellation Investments, Inc. 30.46% — 1,136,789 $669.2M
Schroder Investment Management Group 0.62% Add +4.2% 1,088,541 $643.3M

"% 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.

Show all 3,610 holders