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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
   BANK OF AMERICA CORP /DE/ 17 - 2023-12-31 15,566,510 $7,435,032,000 -1,748,863
   J P MORGAN CHASE & CO 23 - 2023-12-31 12,546,130 $5,992,408,000 -5,344,348
   Advisor Group Holdings Inc. 1 - 2023-12-31 3,992,701 $1,908,705,000 -1,814,889
   NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTUR 1 - 2024-03-31 3,594,347 $1,889,656,000 -2,500
   CWM LLC 1 - 2024-03-31 2,615,013 $1,374,791,000 -699,255
   PARK AVENUE SECURITIES LLC 1 - 2024-03-31 1,949,094 $1,024,697,000 -550,722
   Municipal Employees Retirement System of Michigan 1 - 2024-03-31 1,924,864 $1,011,959,000 -779,471
   FIFTH THIRD BANCORP 4 - 2024-03-31 1,773,204 $932,227,000 -96,972
   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
   CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC 1 - 2023-12-31 1,654,342 $790,163,000 -95,002
   FIRST HAWAIIAN BANK 1 - 2024-03-31 1,456,395 $765,671,000 -135,386
   RAYMOND JAMES & ASSOCIATES 38 - 2024-03-31 1,348,103 $708,738,000 -17,060
   BROWN ADVISORY HOLDINGS INC 24 - 2024-03-31 1,259,680 $662,251,000 -10,443
   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
   CI Private Wealth LLC 9 - 2023-12-31 1,308,858 $625,150,000 -221,534
   REGIONS FINANCIAL CORP 1 - 2024-03-31 1,173,351 $616,866,000 -18,507
   AIA Group Ltd 1 - 2023-12-31 1,285,298 $613,897,000 -13,110
   SCHRODER INVESTMENT MANAGEMENT GROUP 22 - 2023-12-31 1,259,646 $601,645,000 -158,760
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 9 - 2023-09-30 1,290,714 $554,271,000 -151,746
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 4 - 2024-03-31 1,022,325 $537,467,000 -17,974
   BESSEMER GROUP INC 17 - 2023-12-31 1,109,862 $530,102,000 -23,717
   COMERICA BANK 4 - 2023-12-31 1,079,989 $515,835,000 -9,080
   PRINCIPAL FINANCIAL GROUP INC 78 - 2023-12-31 952,897 $455,133,000 -123
   CHURCHILL MANAGEMENT GROUP /CA/ 5 - 2024-03-31 811,354 $426,553,000 -11,390
   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
   CKW FINANCIAL GROUP 1 - 2024-03-31 680,716 $357,294,000 -16,663
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 200 - 2023-12-31 718,104 $342,988,000 -22,926
   NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY 3 - 2023-12-31 706,700 $337,541,000 -2,700
   SIGMA INVESTMENT COUNSELORS INC 1 - 2024-03-31 630,586 $331,518,000 -6,197
   MANUFACTURERES LIFE INSURANCE CO 79 - 2023-12-31 677,274 $323,483,000 -30,814
   Heritage Wealth Advisors 1 - 2023-12-31 675,992 $322,874,000 -10,569
   Circle Wealth Management LLC 4 - 2023-12-31 640,285 $305,819,000 -297,082
   Spire Wealth Management 1 - 2024-03-31 279,201 $300,144,000 -10,811
   RIVERFRONT INVESTMENT GROUP, LLC 1 - 2023-12-31 613,381 $292,969,000 -7,794
   TRUEPOINT, INC. 4 - 2023-12-31 605,229 $289,076,000 -7,391
   Simplify Asset Management Inc. 1 - 2023-12-31 604,827 $288,884,000 -43,468
   STATE STREET CORP 671 - 2023-12-31 601,751 $287,414,000 -25,629
   MASON STREET ADVISORS LLC 1 - 2023-12-31 578,150 $276,142,000 -17,000
   EVOKE WEALTH LLC 3 - 2023-12-31 575,905 $275,070,000 -19,382
   TIAA FSB 27 - 2023-06-30 580,422 $258,700,000 -9,455
   HALBERT, HARGROVE/RUSSELL LLC 2 - 2024-03-31 469,583 $246,874,000 -12,999
   MERCER GLOBAL ADVISORS INC /ADV 31 - 2023-12-31 501,154 $239,366,000 -6,175
   LBMC INVESTMENT ADVISORS, LLC 1 - 2024-03-31 449,532 $236,332,000 -9,200
   Ashford Advisors LLC 1 - 2024-03-31 437,245 $229,873,000 -3,981
   Fragasso Group Inc. 1 - 2024-03-31 427,653 $224,830,000 -2,673
   PLANNING ALTERNATIVES LTD /ADV 1 - 2024-03-31 416,537 $218,986,000 -6,421
   Atlantic Trust Group LLC 67 - 2023-12-31 431,121 $205,917,000 -528
   WHITTIER TRUST CO 4 - 2023-12-31 415,913 $198,652,000 -3,989
   Ally Invest Advisors Inc. 1 - 2023-12-31 401,788 $191,906,000 -9,168
   JOURNEY STRATEGIC WEALTH LLC 3 - 2023-12-31 390,901 $186,706,000 -42,617
   WELLINGTON MANAGEMENT CO LLP 415 - 2023-12-31 377,488 $180,300,000 -6,983
   Investment Management Corp of Ontario 4 - 2023-12-31 360,255 $172,069,000 -253,502
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3 - 2023-12-31 358,222 $171,098,000 -1,006
   BLAIR WILLIAM & CO/IL 43 - 2023-12-31 351,593 $167,931,000 -3,581
   LINSCOMB & WILLIAMS INC 2 - 2023-12-31 345,629 $165,083,000 -13,372
   Aurum Wealth Management Group LLC 1 - 2024-03-31 313,456 $164,793,000 -36,274
   MITSUBISHI UFJ TRUST & BANKING CORP 56 - 2023-12-31 335,402 $160,198,000 -56,300
   LEGACY PRIVATE TRUST CO. 1 - 2024-03-31 303,536 $159,578,000 -27,216
   Apexium Financial LP 2 - 2024-03-31 293,279 $154,186,000 -3,822
   Sharkey Howes & Javer 1 - 2024-03-31 291,673 $153,341,000 -993
   Resources Investment Advisors Inc. 3 - 2023-12-31 320,602 $153,129,000 -5,161
   Beacon Pointe Advisors LLC 5 - 2023-12-31 316,072 $150,967,000 -39,780
   3EDGE Asset Management LP 2 - 2023-12-31 303,471 $144,947,000 -28,891
   Bricktown Capital LLC 1 - 2024-03-31 274,935 $144,542,000 -18,628
   Gilbert & Cook Inc. 1 - 2023-12-31 299,936 $143,259,000 -6,261
   Gryphon Financial Partners LLC 1 - 2023-12-31 282,994 $135,137,000 -3,570
   PFS INVESTMENTS INC. 5 - 2023-06-30 300,060 $133,740,000 -104,121
   Soundwatch Capital LLC 1 - 2023-12-31 281,255 $130,095,000 -149,636
   GRIMES & COMPANY INC 5 - 2024-03-31 246,260 $129,466,000 -4,934
   Qalhat Capital Ltd 1 - 2023-12-31 270,087 $129,002,000 -66,319
   ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3 - 2023-12-31 256,068 $122,306,000 -412,700
   Financial Synergies Wealth Advisors Inc. 1 - 2024-03-31 231,180 $121,538,000 -13,053
   McNamara Financial Services Inc. 1 - 2024-03-31 230,255 $121,052,000 -10,448
   BANK OF HAWAII 3 - 2023-12-31 253,007 $120,844,000 -6,797
   HOME FEDERAL BANK OF TENNESSEE 1 - 2024-03-31 227,585 $119,648,000 -4,009
   Pegasus Partners Ltd. 2 - 2024-03-31 224,583 $118,070,000 -481
   Brookstone Capital Management 5 - 2024-03-31 223,456 $117,478,000 -15,850
   NATIONAL ASSET MANAGEMENT, INC. 2 - 2023-12-31 245,368 $117,195,000 -19,295
   CLARK CAPITAL MANAGEMENT GROUP INC 16 - 2023-12-31 243,678 $116,388,000 -215,525
   TORONTO DOMINION BANK 88 - 2023-12-31 238,950 $114,130,000 -3,472
   Single Point Partners LLC 1 - 2024-03-31 214,217 $112,620,000 -3,596
   Coastal Capital Group Inc. 1 - 2023-06-30 252,303 $112,454,000 -651
   Abundance Wealth Counselors 1 - 2024-03-31 208,101 $109,405,000 -1,065
   KARPUS MANAGEMENT INC 6 - 2023-12-31 228,496 $109,136,000 -40,609
   Robertson Stephens Wealth Management LLC 2 - 2023-12-31 227,693 $108,753,000 -12,490
   LITMAN GREGORY ASSET MANAGEMENT LLC 1 - 2023-12-31 223,016 $106,519,000 -2,881
   SANDY SPRING BANK - 2023-12-31 218,054 $104,149,000 -3,338
   Rezny Wealth Management Inc. 1 - 2024-03-31 194,562 $102,287,000 -3,287
   BP WEALTH MANAGEMENT LLC 4 - 2023-12-31 211,654 $101,092,000 -143,334
   CHEVY CHASE TRUST HOLDINGS, INC. - 2023-12-31 210,555 $100,567,000 -39,626
   Stillwater Investment Management LLC 1 - 2023-03-31 241,093 $99,109,000 -262
   VICTORY CAPITAL MANAGEMENT INC 240 - 2023-12-31 206,506 $98,633,000 -19,436
   Capital Analysts Inc. 3 - 2023-12-31 205,278 $98,047,000 -1,728
   Horan Securities Inc. 1 - 2023-12-31 198,158 $94,646,000 -13,170
   SATOVSKY ASSET MANAGEMENT LLC 1 - 2024-03-31 176,859 $92,970,000 -2,825
   Connectus Wealth LLC 10 - 2023-12-31 195,125 $92,906,000 -13,977
  100 Records found
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