iShares Core S&P 500 ETFIVVETF
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 145 | $19.8B |
| Exits | 80 | $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.