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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  
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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 NEW YORK MELLON CORP 8 - 2024-03-31 13,450,454 $7,071,307,000 223,569
   PNC FINANCIAL SERVICES GROUP INC 2 - 2023-12-31 14,623,031 $6,984,398,000 195,022
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1 - 2024-03-31 5,466,912 $2,874,120,000 386,959
   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
   NORTHERN TRUST CORP 39 - 2023-12-31 4,534,775 $2,165,945,000 450,513
   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
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 4 - 2024-03-31 2,637,397 $1,386,559,000 35,230
   COMMONWEALTH EQUITY SERVICES LLC. 2 - 2023-12-31 2,822,198 $1,347,967,000 87,567
   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
   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
   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
   Alaska Permanent Fund Corp 1 - 2024-03-31 1,837,000 $965,766,000 527,000
   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
   BANK OF MONTREAL /CAN/ 52 - 2023-12-31 1,606,156 $769,525,000 48,623
   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
   NEUBERGER BERMAN GROUP LLC 31 - 2023-12-31 1,320,058 $630,499,000 726
   JOHNSON INVESTMENT COUNSEL INC 1 - 2023-12-31 1,270,711 $606,929,000 1,107
   MCCORMACK ADVISORS INTERNATIONAL 1 - 2023-12-31 1,261,470 $602,516,000 37,726
   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
   OAK HILL INVESTMENT MANAGEMENT, L.P. 1 - 2023-12-31 1,150,162 $549,352,000 56,038
   Cetera Investment Advisers 1 - 2023-12-31 1,082,163 $516,873,000 53,312
   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
   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
   Allspring Global Investments Holdings LLC 21 - 2024-03-31 762,469 $400,853,000 16,252
   FINANCIAL NETWORK 2 - 2023-12-31 831,093 $396,955,000 18,100
   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
   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
   COLDSTREAM CAPITAL MANAGEMENT INC 1 - 2023-12-31 702,243 $335,412,000 27,313
   Baird Financial Group Inc. 22 - 2023-12-31 681,040 $325,286,000 95,625
   CAHABA WEALTH MANAGEMENT INC. 1 - 2024-03-31 606,445 $318,826,000 17,494
   Goss Wealth Management LLC 2 - 2023-12-31 661,538 $317,062,000 51,086
   Matson Money. Inc. 4 - 2023-12-31 620,081 $296,169,000 18,501
   WARREN AVERETT ASSET MANAGEMENT, LLC 1 - 2023-12-31 610,158 $291,430,000 280,653
   UMB BANK N A/MO 2 - 2024-03-31 544,641 $286,334,000 15,867
   Rockefeller Capital Management L.P. 13 - 2023-12-31 586,456 $280,109,000 43,396
   Equitable Holdings Inc. 2 - 2023-12-31 565,819 $270,252,000 69,851
   Charter Oak Capital Management LLC 1 - 2024-03-31 504,514 $265,238,000 9,644
   Kestra Advisory Services LLC 3 - 2023-12-31 549,805 $262,603,000 30,877
   FREESTONE CAPITAL HOLDINGS, LLC 1 - 2023-12-31 536,924 $256,451,000 21,028
   LEGACY WEALTH MANAGEMENT, INC 1 - 2024-03-31 486,884 $255,970,000 485,503
   Atria Wealth Solutions Inc. 2 - 2023-12-31 530,702 $253,479,000 54,051
   Klingman & Associates LLC 1 - 2023-12-31 495,758 $236,789,000 12,108
   Streettalk Advisors LLC 1 - 2023-12-31 485,989 $232,123,000 52,167
   VANTAGEPOINT INVESTMENT ADVISERS LLC 2 - 2023-12-31 475,730 $227,223,000 90,760
   Parallel Advisors LLC 2 - 2023-12-31 470,614 $224,779,000 389,732
   HAVERFORD TRUST CO 11 - 2023-12-31 469,897 $224,437,000 213,346
   Divergent Wealth Advisors LLC 1 - 2023-12-31 467,299 $223,196,000 1,260
   AMS Capital Ltda 1 - 2024-03-31 436,273 $212,731,000 113,433
   BALLENTINE FINN & COMPANY INC 6 - 2024-03-31 401,551 $211,107,000 324
   MEITAV DASH INVESTMENTS LTD 6 - 2023-12-31 435,874 $208,080,000 90,598
   TWO SIGMA INVESTMENTS LLC 31 - 2023-12-31 427,800 $204,330,000 161,500
   Tarbox Group Inc. 1 - 2024-03-31 386,799 $203,352,000 11,546
   Ellenbecker Investment Group 1 - 2024-03-31 381,240 $200,430,000 3,864
   FARMERS & MERCHANTS INVESTMENTS INC 1 - 2024-03-31 376,072 $197,712,000 5,892
   MULTIFINANCIAL SECURITIES CORP 3 - 2023-12-31 413,942 $197,711,000 37,278
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 13 - 2023-12-31 413,920 $197,701,000 153,268
   Foundations Investment Advisors LLC 1 - 2023-12-31 399,781 $196,549,000 95,088
   BROWN BROTHERS HARRIMAN & CO 24 - 2023-12-31 409,828 $195,746,000 89,991
   ATRIA INVESTMENTS LLC 1 - 2023-12-31 407,383 $194,578,000 29,810
   Analyst IMS Investment Management Services Ltd. 4 - 2023-12-31 400,150 $191,124,000 18,380
  100 Records found
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