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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
   NORINCHUKIN BANK, THE 2 - 2023-12-31 1,266,283 $604,815,000 0
   GENWORTH FINANCIAL INC 1 - 2024-03-31 601,470 $316,211,000 0
   Adventist Health System/ West 1 - 2023-12-31 654,100 $312,418,000 0
   TEACHER RETIREMENT SYSTEM OF TEXAS 6 - 2023-12-31 644,046 $307,616,000 0
   KOREA INVESTMENT CORP 31 - 2023-12-31 427,041 $203,968,000 0
   TAIYO LIFE INSURANCE CO - 2023-12-31 385,475 $184,114,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 22 - 2024-03-31 356,121 $170,094,000 0
   GOTHAM ASSET MANAGEMENT, LLC 3 - 2023-12-31 183,504 $87,647,000 0
   CISCO SYSTEMS INC 2 - 2024-03-31 160,000 $84,117,000 0
   ALLSTATE CORP 6 - 2023-12-31 174,414 $83,305,000 0
   Pine Ridge Advisers LLC 2 - 2023-12-31 134,921 $64,442,000 0
   Amtrust Financial Services Inc. - 2023-12-31 131,800 $62,952,000 0
   PROGENY 3, INC. 7 - 2023-12-31 98,279 $46,941,000 0
   University of Massachusetts Foundation Inc. 2 - 2023-12-31 95,774 $45,745,000 0
   QWEST ASSET MANAGEMENT CO 1 - 2022-12-31 115,295 $44,297,000 0
   ARMSTRONG ADVISORY GROUP INC 8 - 2024-03-31 81,373 $38,866,000 0
   BANK HAPOALIM BM - 2023-12-31 77,340 $36,941,000 0
   Advanced Asset Management Advisors Inc 2 - 2024-03-31 69,200 $36,381,000 0
   JTC Employer Solutions Trusteee Ltd 6 - 2024-03-31 59,394 $31,224,000 0
   International City Management Association Retireme 2 - 2023-12-31 63,011 $30,096,000 0
   SUN LIFE FINANCIAL INC 12 - 2023-12-31 54,481 $26,022,000 0
   MOODY NATIONAL BANK TRUST DIVISION 4 - 2024-03-31 45,275 $23,802,000 0
   Aspen Grove Capital LLC 2 - 2023-12-31 44,838 $21,416,000 0
   CIBC GLOBAL ASSET MANAGEMENT INC 156 - 2023-12-31 44,658 $21,330,000 0
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2023-12-31 39,235 $18,740,000 0
   Stonehage Fleming Financial Services Holdings Ltd 22 - 2023-12-31 27,065 $12,927,000 0
   Asset Allocation & Management Company LLC 4 - 2024-03-31 18,205 $9,571,000 0
   Granby Capital Management LLC 7 - 2023-12-31 20,000 $9,553,000 0
   NOMURA ASSET MANAGEMENT CO LTD 395 - 2023-12-31 18,405 $8,791,000 0
   Heritage Wealth Partners LLC 1 - 2024-03-31 18,264 $8,724,000 0
   Spotlight Asset Group Inc. 2 - 2023-12-31 20,247 $8,695,000 0
   Michelson Medical Research Foundation Inc. 6 - 2023-12-31 17,989 $8,592,000 0
   Salomon & Ludwin LLC 32 - 2023-12-31 18,914 $8,122,000 0
   ROYAL BANK OF SCOTLAND GROUP PLC 17 - 2024-03-31 13,991 $7,355,000 0
   SHELTER MUTUAL INSURANCE CO 27 - 2023-12-31 13,745 $6,565,000 0
   Quent Capital LLC 28 - 2023-12-31 13,177 $6,294,000 0
   Trust Co 20 - 2024-03-31 11,874 $6,243,000 0
   Atom Investors LP 10 - 2023-12-31 12,630 $6,032,000 0
   PINEBRIDGE INVESTMENTS LTD 281 - 2023-12-31 11,780 $5,626,000 0
   CSM Advisors LLC 72 - 2023-12-31 10,060 $4,805,000 0
   DEFINED WEALTH MANAGEMENT LLC 7 - 2024-03-31 9,056 $4,761,000 0
   WINDHAM CAPITAL MANAGEMENT, LLC 12 - 2023-12-31 9,900 $4,729,000 0
   CM WEALTH ADVISORS LLC 8 - 2023-12-31 9,875 $4,717,000 0
   Transcendent Capital Group LLC 7 - 2024-03-31 8,777 $4,192,000 0
   FIRST NATIONAL BANK OF OMAHA 116 - 2023-12-31 8,464 $4,043,000 0
   GFS ADVISORS, LLC 42 - 2024-03-31 7,590 $3,990,000 0
   Franklin Parlapiano Turner & Welch LLC - 2023-12-31 8,348 $3,987,000 0
   First County Bank /CT/ 7 - 2023-12-31 8,158 $3,897,000 0
   BASSETT HARGROVE INVESTMENT COUNSEL LLC 3 - 2023-09-30 8,715 $3,742,000 0
   Oakwell Private Wealth Management LLC 16 - 2024-03-31 6,979 $3,669,000 0
   HOLLOW BROOK ASSOCIATES LLC 22 - 2023-12-31 7,498 $3,581,000 0
   Cassaday & Co Wealth Management LLC 40 - 2023-12-31 6,915 $3,303,000 0
   HARVEY CAPITAL MANAGEMENT INC 28 - 2023-12-31 6,735 $3,217,000 0
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 46 - 2024-03-31 6,074 $3,193,000 0
   Investors Research Corp 22 - 2023-12-31 6,625 $3,164,000 0
   Cassady Schiller Wealth Management LLC 14 - 2023-12-31 6,567 $3,137,000 0
   SONATA CAPITAL GROUP INC 17 - 2023-12-31 6,321 $3,019,000 0
   SCHNIEDERS CAPITAL MANAGEMENT LLC 39 - 2024-03-31 5,507 $2,895,000 0
   WEALTH EFFECTS LLC 13 - 2024-03-31 5,481 $2,882,000 0
   Lion Street Advisors LLC 13 - 2024-03-31 5,901 $2,819,000 0
   Summit Financial Wealth Advisors LLC 34 - 2023-12-31 5,793 $2,767,000 0
   Topel & Distasi Wealth Management LLC 28 - 2023-12-31 5,630 $2,689,000 0
   FF AdvisorsLLC 19 - 2024-03-31 4,996 $2,627,000 0
   Connor Clark & Lunn Investment Management Ltd. 612 - 2023-12-31 5,245 $2,505,000 0
   FIRST NATIONAL CORP /MA/ /ADV 37 - 2024-03-31 5,160 $2,464,000 0
   Rocky Mountain Advisers LLC 13 - 2024-03-31 4,677 $2,459,000 0
   SAGE RHINO CAPITAL LLC 44 - 2024-03-31 4,655 $2,447,000 0
   Yelin Lapidot Holdings Management Ltd. 38 - 2023-12-31 4,965 $2,371,000 0
   Biltmore Family Office LLC 39 - 2023-12-31 4,951 $2,365,000 0
   Tolleson Wealth Management Inc. 21 - 2023-12-31 4,656 $2,224,000 0
   SILVIA MCCOLL WEALTH MANAGEMENT LLC 10 - 2024-03-31 4,275 $2,209,000 0
   BURKE & HERBERT BANK & TRUST CO 18 - 2024-03-31 3,907 $2,054,000 0
   SEVEN POST INVESTMENT OFFICE LP 22 - 2024-03-31 3,860 $2,029,000 0
   BECK MACK & OLIVER LLC 83 - 2023-12-31 4,217 $2,014,000 0
   Ironsides Asset Advisors LLC 15 - 2023-12-31 4,100 $1,958,000 0
   WEATHERLY ASSET MANAGEMENT LP 78 - 2024-03-31 3,691 $1,941,000 0
   Waypoint Capital Advisors LLC - 2023-12-31 4,005 $1,913,000 0
   BUTLER WICK TRUST CO 67 - 2024-03-31 3,599 $1,892,000 0
   MONTGOMERY INVESTMENT MANAGEMENT INC 35 - 2023-12-31 3,949 $1,886,000 0
   GIRARD PARTNERS LTD. 104 - 2023-12-31 3,910 $1,868,000 0
   Essex Savings Bank 39 - 2024-03-31 3,861 $1,844,000 0
   Platte River Wealth Advisors LLC 36 - 2024-03-31 3,386 $1,780,000 0
   BUILDER INVESTMENT GROUP INC /ADV - 2023-12-31 3,710 $1,772,000 0
   Prudent Man Advisors LLC 22 - 2023-12-31 3,670 $1,753,000 0
   Heron Bay Capital Management 44 - 2023-12-31 3,636 $1,737,000 0
   TRUST CO OF TOLEDO NA /OH/ 87 - 2024-03-31 3,296 $1,733,000 0
   SAXON INTERESTS INC. 34 - 2024-03-31 3,255 $1,711,000 0
   SALIENT TRUST CO LTA 82 - 2023-03-31 4,366 $1,693,000 0
   Values Added Financial LLC 22 - 2024-03-31 3,206 $1,685,000 0
   Key Financial Inc 49 - 2023-12-31 3,460 $1,653,000 0
   SCHMEIDLER A R & CO INC 65 - 2023-12-31 3,375 $1,612,000 0
   KEB ASSET MANAGEMENT LLC 22 - 2024-03-31 3,062 $1,610,000 0
   KORNITZER CAPITAL MANAGEMENT INC /KS 345 - 2023-12-31 3,301 $1,577,000 0
   Financial Gravity Wealth Inc. 172 - 2023-12-31 543,680 $1,516,000 0
   CORA CAPITAL ADVISORS LLC 26 - 2024-03-31 2,848 $1,497,000 0
   HYMAN CHARLES D 107 - 2023-12-31 3,105 $1,483,000 0
   Accel Wealth Management 45 - 2024-03-31 2,684 $1,411,000 0
   MMBG INVESTMENT ADVISORS CO. 77 - 2023-12-31 2,924 $1,397,000 0
   BTIM CORP. 266 - 2024-03-31 2,631 $1,383,000 0
   Archford Capital Strategies LLC 110 - 2024-03-31 2,576 $1,354,000 0
  100 Records found
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