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Get Institutions for : 
iShares Core S&P 500 Etf (IVV)  
$525.73 0.01 (0%) as of 4:30 Thu 3/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2804    27
Total shares held : 
617,333,643  
% of shares held : 
9.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  251  
Amount of shares held : 
40,243,820  
% of shares held change : 
  0.63%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$429.28  
Last Quarter's Ending Price : 
$477.63  
Last Quarter's Average Price
$447.60  
Change from last quarter's     
avg. price to the last closing  : 
78.13 (17.46%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
87
 4,805,401
 0.78%
 
Increased Positions :
1,233
 54,406,197
 8.81%
 
Unchanged Positions :
475
 16,409,745
 2.66%
 
Decreased Positions :
1,009
-17,603,940
-2.85%
 
Closed Positions :
60
-1,363,838
-0.22%
 
Guru Positions :
2
47,784
 0.01%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BLACKROCK INC. 14 - 2023-12-31 68,688,341 $32,807,612,000 124,905
   ENVESTNET ASSET MANAGEMENT INC 1 - 2023-12-31 33,734,819 $16,112,762,000 1,118,746
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1 - 2023-12-31 31,312,746 $14,958,063,000 1,687,719
   MORGAN STANLEY 11 - 2023-12-31 19,111,925 $9,128,430,000 1,519,442
   GOLDMAN SACHS GROUP INC/ 4 - 2023-12-31 18,021,942 $8,607,820,000 6,132,471
   MARSHALL WACE LLP 1 - 2023-12-31 16,685,000 $7,969,257,000 7,667,000
   WELLS FARGO & CO/MN 3 - 2023-12-31 16,191,297 $7,733,450,000 393,297
   BANK OF AMERICA CORP /DE/ 17 - 2023-12-31 15,566,510 $7,435,032,000 -1,748,863
   PNC FINANCIAL SERVICES GROUP INC 2 - 2023-12-31 14,623,031 $6,984,398,000 195,022
   BANK OF NEW YORK MELLON CORP 7 - 2023-12-31 13,226,885 $6,317,557,000 2,189,172
   J P MORGAN CHASE & CO 23 - 2023-12-31 12,546,130 $5,992,408,000 -5,344,348
   LPL FINANCIAL CORP 1 - 2023-12-31 9,800,047 $4,680,796,000 835,241
   First Command Advisory Services Inc. 1 - 2023-12-31 8,925,508 $4,264,117,000 50,070
   FMR LLC 48 - 2023-12-31 8,105,925 $3,871,633,000 1,029,446
   ROYAL BANK OF CANADA 20 - 2023-12-31 7,446,115 $3,556,487,000 228,840
   MILLENNIUM MANAGEMENT LLC 1 - 2023-12-31 12,528,397 $3,398,011,000 9,767,873
   AMERIPRISE FINANCIAL INC 9 - 2023-12-31 7,050,640 $3,363,075,000 572,107
   US BANCORP 2 - 2023-12-31 6,802,926 $3,249,348,000 613,035
   BB&T CORP 1 - 2023-12-31 6,671,265 $3,186,396,000 424,952
   WOLVERINE TRADING LLC 1 - 2023-12-31 6,669,796 $3,185,695,000 119,100
   Envestnet Portfolio Solutions Inc. 1 - 2023-12-31 5,828,441 $2,783,838,000 388,938
   PRUDENTIAL FINANCIAL INC 3 - 2023-12-31 5,133,382 $2,448,669,000 2,624,141
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1 - 2023-12-31 5,079,953 $2,426,338,000 237,203
   NORTHERN TRUST CORP 39 - 2023-12-31 4,534,775 $2,165,945,000 450,513
   Advisor Group Holdings Inc. 1 - 2023-12-31 3,992,701 $1,908,705,000 -1,814,889
   ALLIANCEBERNSTEIN L.P. 23 - 2023-12-31 3,953,708 $1,888,410,000 104,164
   MARINER WEALTH ADVISORS, LLC 2 - 2023-12-31 3,875,192 $1,850,909,000 153,430
   National Pension Service 6 - 2023-12-31 3,605,938 $1,722,304,000 491,457
   NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTUR 1 - 2023-12-31 3,596,847 $1,717,962,000 0
   CWM LLC 1 - 2023-12-31 3,314,268 $1,582,994,000 121,998
   DIAM CO. LTD - 2023-12-31 3,173,332 $1,520,026,000 10,122
   UBS Group AG 22 - 2023-12-31 3,160,061 $1,509,340,000 201,367
   COMMONWEALTH EQUITY SERVICES LLC. 2 - 2023-12-31 2,822,198 $1,347,967,000 87,567
   Municipal Employees Retirement System of Michigan 1 - 2023-12-31 2,704,335 $1,291,672,000 -370,671
   KEYBANK NATIONAL ASSOCIATION/OH 1 - 2023-12-31 2,684,547 $1,282,220,000 108,297
   MML INVESTORS SERVICES LLC 1 - 2023-12-31 2,625,905 $1,254,211,000 261,491
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 4 - 2023-12-31 2,602,167 $1,242,873,000 -11,111
   PARK AVENUE SECURITIES LLC 1 - 2023-12-31 2,499,816 $1,193,987,000 192,309
   CAPTRUST FINANCIAL ADVISORS 1 - 2023-12-31 2,429,633 $1,160,466,000 202,721
   CHOATE INVESTMENT ADVISORS 1 - 2023-12-31 2,424,932 $1,158,220,000 424,187
   JANNEY MONTGOMERY SCOTT LLC 1 - 2023-12-31 2,365,907 $1,130,029,000 200,689
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 1 *New 2023-12-31 2,363,495 $1,128,876,000 2,363,495
   Pathstone Holdings LLC 2 - 2023-12-31 2,270,385 $1,083,439,000 0
   HIGHTOWER ADVISORS, LLC 4 - 2023-12-31 2,193,894 $1,047,803,000 71,371
   Sontag Advisory LLC 1 - 2023-12-31 2,126,988 $1,015,913,000 134,072
   BRIDGEWATER ASSOCIATES INC 1 - 2023-12-31 2,122,214 $1,013,633,000 77,662
   PATHSTONE FAMILY OFFICE, LLC 2 - 2023-09-30 2,280,752 $979,346,000 1,246,543
   FIFTH THIRD BANCORP 3 - 2023-12-31 1,870,176 $893,252,000 -20,993
   GREENLEAF TRUST 2 - 2023-12-31 1,799,787 $859,632,000 -5,726
   BABSON CAPITAL MANAGEMENT LLC 1 - 2023-12-31 1,727,406 $825,061,000 -37,439
   HPM Partners LLC - 2023-12-31 1,713,387 $818,369,000 239,572
   H D Vest Advisory Services 2 - 2023-12-31 1,659,874 $792,805,000 69,384
   CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC 1 - 2023-12-31 1,654,342 $790,163,000 -95,002
   BANK OF MONTREAL /CAN/ 52 - 2023-12-31 1,606,156 $769,525,000 48,623
   FIRST HAWAIIAN BANK 1 - 2023-12-31 1,591,781 $760,282,000 -25,764
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 2 - 2023-12-31 1,506,682 $719,636,000 478,207
   Cresset Asset Management LLC 3 - 2023-12-31 1,460,110 $697,392,000 69,976
   PARTNERS CAPITAL INVESTMENT GROUP LLP 1 - 2023-12-31 1,438,914 $687,269,000 278,793
   FIDUCIARY TRUST CO 1 - 2023-12-31 1,391,170 $664,465,000 51,932
   M&T BANK CORP 6 - 2023-12-31 1,390,915 $664,342,000 65,494
   RAYMOND JAMES & ASSOCIATES 36 - 2023-12-31 1,365,163 $652,043,000 103,624
   ALESCO ADVISORS LLC 1 - 2023-12-31 1,345,781 $642,785,000 -48,160
   CREDIT SUISSE/ 21 - 2023-12-31 1,344,549 $642,197,000 -38,097
   NEUBERGER BERMAN GROUP LLC 31 - 2023-12-31 1,320,058 $630,499,000 726
   Alaska Permanent Fund Corp 1 - 2023-12-31 1,310,000 $625,695,000 395,000
   CI Private Wealth LLC 9 - 2023-12-31 1,308,858 $625,150,000 -221,534
   AIA Group Ltd 1 - 2023-12-31 1,285,298 $613,897,000 -13,110
   JOHNSON INVESTMENT COUNSEL INC 1 - 2023-12-31 1,270,711 $606,929,000 1,107
   BROWN ADVISORY HOLDINGS INC 29 - 2023-12-31 1,270,123 $606,649,000 47,911
   NORINCHUKIN BANK, THE 2 - 2023-12-31 1,266,283 $604,815,000 0
   MCCORMACK ADVISORS INTERNATIONAL 1 - 2023-12-31 1,261,470 $602,516,000 37,726
   SCHRODER INVESTMENT MANAGEMENT GROUP 22 - 2023-12-31 1,259,646 $601,645,000 -158,760
   FIL LTD 37 - 2023-12-31 1,259,190 $601,427,000 269,557
   THRIVENT FINANCIAL FOR LUTHERANS 6 - 2023-12-31 1,255,024 $599,442,000 27,632
   BANK OF NOVA SCOTIA / 20 - 2023-12-31 1,193,203 $569,890,000 1,165,438
   REGIONS FINANCIAL CORP 1 - 2023-12-31 1,191,858 $569,267,000 -8,344
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 9 - 2023-09-30 1,290,714 $554,271,000 -151,746
   OAK HILL INVESTMENT MANAGEMENT, L.P. 1 - 2023-12-31 1,150,162 $549,352,000 56,038
   BESSEMER GROUP INC 17 - 2023-12-31 1,109,862 $530,102,000 -23,717
   Cetera Investment Advisers 1 - 2023-12-31 1,082,163 $516,873,000 53,312
   COMERICA BANK 4 - 2023-12-31 1,079,989 $515,835,000 -9,080
   Japan Science & Technology Agency 6 - 2023-12-31 1,061,264 $506,892,000 77,000
   FUND EVALUATION GROUP LLC 1 - 2023-12-31 1,042,630 $497,991,000 50,136
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 4 - 2023-12-31 1,040,299 $496,878,000 -37,465
   PRINCIPAL FINANCIAL GROUP INC 78 - 2023-12-31 952,897 $455,133,000 -123
   STIFEL FINANCIAL CORP 37 - 2023-12-31 878,322 $419,525,000 91,779
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 864,593 $413,038,000 29,207
   FRANKLIN RESOURCES INC 141 - 2023-12-31 856,204 $408,867,000 59,675
   FINANCIAL NETWORK 2 - 2023-12-31 831,093 $396,955,000 18,100
   CHURCHILL MANAGEMENT GROUP /CA/ 4 - 2023-12-31 822,744 $392,967,000 -40,524
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 778,428 $371,801,000 171,667
   JB Capital LLC - 2023-12-31 772,769 $369,097,000 100,390
   Bank of Finland 2 - 2023-12-31 771,746 $368,609,000 -505,063
   Swan Wealth Advisors Inc. 2 - 2023-12-31 769,284 $367,433,000 -5,568
   LEITH WHEELER INVESTMENT COUNSEL LTD. 1 - 2023-12-31 759,496 $362,758,000 -15,715
   Allspring Global Investments Holdings LLC - 2023-12-31 746,217 $356,416,000 124,611
   PUTNAM FL INVESTMENT MANAGEMENT CO 1 - 2023-12-31 741,865 $354,337,000 143,415
   AE Wealth Management LLC 5 - 2023-12-31 720,859 $353,091,000 4,499
   JOHNSON FINANCIAL GROUP, INC. 1 - 2023-12-31 727,964 $347,698,000 18,989
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 200 - 2023-12-31 718,104 $342,988,000 -22,926

  100 Records found
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