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Get Institutions for : 
iShares Core S&P 500 Etf (IVV)  
$510.77 4.95 (0.98%) as of 4:30 Fri 4/26


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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  : 
63.17 (14.11%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   SUMITOMO LIFE INSURANCE CO 3 *New 2024-03-31 555,000 $266,630,000 555,000
   Squarepoint Ops LLC 7 *New 2023-12-31 550,000 $262,697,000 550,000
   CI INVESTMENTS INC 23 *New 2023-12-31 440,483 $210,388,000 440,483
   MIZUHO CORPORATE BANK, LTD. 2 *New 2023-12-31 330,000 $157,618,000 330,000
   Monashee Investment Management LLC 1 *New 2023-12-31 248,710 $118,791,000 248,710
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 6 *New 2024-03-31 221,090 $116,250,000 221,090
   ALLSTATE INVESTMENT MANAGEMENT CO 6 *New 2022-12-31 273,796 $105,195,000 273,796
   COLONY GROUP, LLC 30 *New 2023-12-31 100,274 $47,894,000 100,274
   Jump Financial LLC 7 *New 2023-12-31 45,231 $21,604,000 45,231
   Yahav Achim Ve Achayot - Provident Funds Managemen 2 *New 2023-12-31 29,650 $14,150,000 29,650
   IMCCHICAGO, LLC 27 *New 2024-03-31 24,803 $13,040,000 24,803
   Unique Wealth Strategies LLC 2 *New 2024-03-31 19,005 $9,991,000 19,005
   FIDUCIARY MANAGEMENT INC /WI/ 62 *New 2023-12-31 19,772 $9,444,000 19,772
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 10 *New 2024-03-31 16,244 $8,540,000 16,244
   COHO PARTNERS LTD 33 *New 2023-12-31 14,338 $6,848,000 14,338
   VERITY & VERITY, LLC 54 *New 2024-03-31 40,001 $6,538,000 40,001
   TOEWS CORP /ADV 9 *New 2024-03-31 11,000 $5,783,000 11,000
   Financial Services Advisory Inc 22 *New 2023-12-31 10,923 $5,217,000 10,923
   Strid Group LLC 17 *New 2024-03-31 7,841 $4,122,000 7,841
   Hixon Zuercher LLC 32 *New 2023-12-31 6,781 $3,239,000 6,781
   Colonial River Wealth Management LLC *New 2023-12-31 5,435 $2,596,000 5,435
   MELFA WEALTH MANAGEMENT LLC 9 *New 2024-03-31 4,798 $2,523,000 4,798
   MEYER HANDELMAN CO 136 *New 2024-03-31 3,446 $1,812,000 3,446
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 57 *New 2024-03-31 3,334 $1,753,000 3,334
   TD ASSET MANAGEMENT INC 1056 *New 2023-12-31 3,602 $1,720,000 3,602
   TUDOR INVESTMENT CORP ET AL 831 *New 2023-12-31 2,940 $1,404,000 2,940
   MADDEN SECURITIES Corp 42 *New 2024-03-31 2,405 $1,264,000 2,405
   Karani Asset Management LLC 25 *New 2023-09-30 2,852 $1,225,000 2,852
   Clarity Financial LLC 48 *New 2024-03-31 2,300 $1,209,000 2,300
   DRW SECURITIES, LLC 95 *New 2023-12-31 2,479 $1,184,000 2,479
   SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT CO.LTD. 85 *New 2023-12-31 2,133 $1,019,000 2,133
   Summit Global Investments 245 *New 2023-12-31 1,993 $952,000 1,993
   Marks Group Wealth Management Inc 175 *New 2023-12-31 1,888 $902,000 1,888
   HARBOR CAPITAL ADVISORS INC. 152 *New 2023-12-31 1,857 $887,000 1,857
   J O HAMBRO INVESTMENT MANAGEMENT LTD 73 *New 2023-12-31 1,685 $805,000 1,685
   BECK CAPITAL MANAGEMENT LLC 88 *New 2023-12-31 1,606 $767,000 1,606
   AUA CAPITAL MANAGEMENT LLC 40 *New 2024-03-31 1,454 $765,000 1,454
   Global Assets Advisory LLC 271 *New 2024-03-31 398,384 $759,000 398,384
   IWAMOTO KONG & CO INC 84 *New 2023-12-31 1,393 $665,000 1,393
   LAZARI CAPITAL MANAGEMENT INC. 48 *New 2023-12-31 1,358 $648,000 1,358
   COMMUNITY TRUST & INVESTMENT CO 93 *New 2023-12-31 1,166 $557,000 1,166
   KRAFT ASSET MANAGEMENT LLC 22 *New 2023-12-31 1,142 $545,000 1,142
   Aries Wealth Management 116 *New 2023-12-31 1,105 $528,000 1,105
   IronBridge Private Wealth LLC 34 *New 2023-12-31 1,105 $528,000 1,105
   ADELL HARRIMAN & CARPENTER INC 125 *New 2024-03-31 988 $519,000 988
   ADVISORS MANAGEMENT GROUP INC /ADV 100 *New 2024-03-31 984 $517,000 984
   MARCO INVESTMENT MANAGEMENT LLC 140 *New 2023-12-31 1,037 $495,000 1,037
   NEW HARBOR FINANCIAL GROUP, LLC *New 2023-12-31 943 $450,000 943
   Fielder Capital Group LLC 91 *New 2024-03-31 711 $374,000 711
   Towerpoint Wealth LLC 59 *New 2024-03-31 658 $346,000 658
   JACKSON THORNTON ASSET MANAGEMENT LLC 37 *New 2023-12-31 719 $343,000 719
   Guardian Wealth Advisors LLC 55 *New 2023-12-31 675 $323,000 675
   Rooted Wealth Advisors Inc. 63 *New 2024-03-31 599 $312,000 599
   Lauterbach Financial Advisors LLC 45 *New 2023-12-31 633 $302,000 633
   Byrne Asset Management LLC 70 *New 2024-03-31 563 $296,000 563
   LLBH Private Wealth Management LLC 118 *New 2023-12-31 619 $296,000 619
   IMPACTfolio LLC 25 *New 2024-03-31 552 $290,000 552
   WILLS FINANCIAL GROUP, INC. 51 *New 2023-12-31 605 $289,000 605
   Blue Zone Wealth Advisors LLC 75 *New 2024-03-31 537 $282,000 537
   Xcel Wealth Management LLC 106 *New 2024-03-31 525 $276,000 525
   HOURGLASS CAPITAL, LLC 91 *New 2024-03-31 509 $268,000 509
   OXBOW ADVISORS, LLC 175 *New 2023-12-31 556 $266,000 556
   Walker Financial Services Inc. 24 *New 2024-03-31 505 $265,000 505
   Gordian Advisors LLC 21 *New 2024-03-31 499 $262,000 499
   QUATTRO FINANCIAL ADVISORS LLC 68 *New 2024-03-31 498 $262,000 498
   High Net Worth Advisory Group LLC 175 *New 2024-03-31 495 $260,000 495
   Stablepoint Partners LLC 220 *New 2024-03-31 488 $257,000 488
   ShoreHaven Wealth Partners LLC 69 *New 2023-12-31 530 $253,000 530
   Maltin Wealth Management Inc. 107 *New 2024-03-31 462 $243,000 462
   Hartford Funds Management Co LLC 87 *New 2023-12-31 504 $241,000 504
   DF DENT & CO INC 233 *New 2023-12-31 503 $240,000 503
   Constant Guidance Financial LLC 27 *New 2023-12-31 497 $237,000 497
   Matthew Goff Investment Advisor LLC 88 *New 2024-03-31 449 $236,000 449
   TRILLIUM ASSET MANAGEMENT CORP 221 *New 2023-12-31 490 $234,000 490
   SUSTAINABLE GROWTH ADVISERS LP 51 *New 2023-12-31 489 $234,000 489
   SevenBridge Financial Group LLC *New 2023-12-31 483 $231,000 483
   CULLEN INVESTMENT GROUP LTD. 165 *New 2024-03-31 438 $228,000 438
   Leading Edge Financial Planning LLC 56 *New 2023-12-31 467 $223,000 467
   Asset Management Resources LLC *New 2023-12-31 460 $220,000 460
   PEREGRINE ASSET ADVISERS, INC. 146 *New 2023-12-31 458 $219,000 458
   DOHJ LLC 135 *New 2024-03-31 408 $215,000 408
   CHILTON INVESTMENT CO LLC 163 *New 2023-12-31 448 $214,000 448
   CJM Wealth Advisers Ltd. 62 *New 2024-03-31 398 $209,000 398
   CLARIS ADVISORS LLC / MO / 55 *New 2024-03-31 397 $209,000 397
   Stordahl Capital Management Inc. 50 *New 2024-03-31 392 $206,000 392
   MYECFO LLC 56 *New 2024-03-31 391 $205,000 391
   Deschutes Portfolio Strategy LLC 184 *New 2023-12-31 427 $204,000 427
   American Money Management LLC 134 *New 2023-12-31 423 $202,000 423
   American Planning Services Inc. 43 *New 2023-12-31 421 $201,000 421
   Davidson Capital Management Inc. 50 *New 2023-12-31 398 $190,000 398
   PACIFIC CAPITAL WEALTH ADVISORS INC 75 *New 2023-12-31 311 $149,000 311
   WESTEND CAPITAL MANAGEMENT LLC 51 *New 2024-03-31 251 $132,000 251
   Scarborough Advisors LLC 104 *New 2023-12-31 246 $118,000 246
   KESSLER INVESTMENT GROUP, LLC 88 *New 2024-03-31 100 $53,000 100
   THOMPSON INVESTMENT MANAGEMENT INC 265 *New 2024-03-31 71 $37,000 71
   SITTNER & NELSON LLC 260 *New 2023-12-31 55 $26,000 55
   Christopher J. Hasenberg Inc 45 *New 2024-03-31 44 $23,000 44
   Stuart Chaussee & Associates Inc. 87 *New 2023-12-31 49 $23,000 49
   Birch Capital Management LLC 72 *New 2024-03-31 40 $21,000 40
  100 Records found
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