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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
   ACCUVEST GLOBAL ADVISORS 79 *Closed 2023-12-31 0 $0 -2,932
   Williams Financial LLC 20 *Closed 2024-03-31 0 $0 -59,724
   3D/L Capital Management LLC 17 *Closed 2023-12-31 0 $0 -1,832
   OPINICUS CAPITAL INC. 100 *Closed 2024-03-31 0 $0 -471
   Invera Wealth Advisors LLC 67 *Closed 2024-03-31 0 $0 -1,410
   Vident Investment Advisory LLC 123 *Closed 2023-09-30 0 $0 -4,070
   CFO4Life L.P. 177 *Closed 2022-12-31 0 $0 -2,510
   WCM INVESTMENT MANAGEMENT/CA 255 *Closed 2024-03-31 0 $0 -214
   ROBBINS FARLEY LLC 158 *Closed 2024-03-31 0 $0 -281
   Greystone Financial Group LLC 109 *Closed 2024-03-31 0 $0 -739
   Curated Wealth Partners LLC 13 *Closed 2024-03-31 0 $0 -8,738
   Lloyd Advisory Services LLC. 133 *Closed 2024-03-31 0 $0 -28,183
   GREAT OAK CAPITAL PARTNERS LLC 30 *Closed 2024-03-31 0 $0 -664
   Sterling Group Wealth Management LLC 20 *Closed 2024-03-31 0 $0 -705
   NOESIS CAPITAL MANGEMENT CORP 98 *Closed 2023-12-31 0 $0 -492
   WALLEYE TRADING LLC 1663 *Closed 2023-12-31 0 $0 -3,196
   Sollinda Capital Management LLC 72 *Closed 2024-03-31 0 $0 -974
   DOVER ADVISORS LLC 84 *Closed 2023-12-31 0 $0 -744
   EdgeRock Capital LLC 332 *Closed 2023-12-31 0 $0 -132,100
   CB&T WEALTH MANAGEMENT 99 *Closed 2024-03-31 0 $0 -2,228
   ACORN CREEK CAPITAL LLC 69 *Closed 2024-03-31 0 $0 -436
   AIRE ADVISORS LLC 155 *Closed 2023-12-31 0 $0 -813
   CYPRESS CAPITAL MANAGEMENT LLC 47 *Closed 2022-12-31 0 $0 -2,730
   V Wealth ManagementLLC 252 *Closed 2023-09-30 0 $0 -6,748
   Solidarilty Wealth LLC 88 *Closed 2023-12-31 0 $0 -631
   UNITED SERVICES AUTOMOBILE ASSOCIATION 451 *Closed 2023-12-31 0 $0 -28,726
   Harfst & Associates Inc. 79 *Closed 2024-03-31 0 $0 -108,478
   Helen Stephens Group LLC 74 *Closed 2024-03-31 0 $0 -494
   RENAISSANCE TECHNOLOGIES LLC 4119 *Closed 2023-12-31 0 $0 -12,000
   GATEWAY INVESTMENT ADVISERS LP 509 *Closed 2024-03-31 0 $0 -2,563
   Carlson Capital Management 144 *Closed 2024-03-31 0 $0 -2,481
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 97 *Closed 2023-12-31 0 $0 -2,700
   LAIRD NORTON TYEE TRUST CO 116 *Closed 2023-12-31 0 $0 -13,507
   Trexquant Investment LP 1643 *Closed 2023-12-31 0 $0 -10,650
   Professional Financial Advisors LLC 106 *Closed 2024-03-31 0 $0 -523
   EXCHANGE TRADED CONCEPTS LLC 1326 *Closed 2024-03-31 0 $0 -1,709
   Caerus Investment Advisors LLC 36 *Closed 2024-03-31 0 $0 -700
   OneAscent Wealth Management LLC 177 *Closed 2024-03-31 0 $0 -426
   VERITABLE LP 304 *Closed 2023-09-30 0 $0 -1,352,254
   Koss-Olinger Consulting LLC 185 *Closed 2024-03-31 0 $0 -12,680
   PARALLAX VOLATILITY ADVISERS, LLC 684 *Closed 2023-12-31 0 $0 -2,044
   Hibernia Wealth Partners LLC 257 *Closed 2023-12-31 0 $0 -126
   Cable Hill Partners LLC 229 *Closed 2023-12-31 0 $0 -2,089
   Gilfoyle Management LLC 7 *Closed 2023-09-30 0 $0 -7
   Cosner Financial Group LLC 34 *Closed 2023-12-31 0 $0 -17,015
   Empirical Finance LLC 527 *Closed 2023-12-31 0 $0 -638
   Savior LLC 37 *Closed 2023-12-31 0 $0 -58
   Carolina Wealth Advisors LLC 248 *Closed 2024-03-31 0 $0 -142
   Level Financial Advisors Inc. 202 *Closed 2024-03-31 0 $0 -42
   HOLLENCREST SECURITIES LLC 1131 *Closed 2023-12-31 0 $0 -1,650
   MERCER INVESTMENT MANAGEMENT, INC. 10 *Closed 2023-12-31 0 $0 -43
   UNITED ASSET STRATEGIES, INC. 236 *Closed 2024-03-31 0 $0 -476
   KARLINSKI ANDREW C 92 *Closed 2022-12-31 0 $0 -6,024
   SYSTM Wealth Solutions LLC 1061 *Closed 2024-03-31 0 $0 -183
   BKM Wealth Management LLC 485 *Closed 2024-03-31 0 $0 -298
   WPWealth LLP 62 *Closed 2023-12-31 0 $0 -680
   Foresight Wealth Management LLC 109 *Closed 2022-12-31 0 $0 -919
   GSA CAPITAL PARTNERS LLP 1937 *Closed 2023-12-31 0 $0 -708
   ZEKE CAPITAL ADVISORS, LLC 497 *Closed 2022-12-31 0 $0 -876
   OAK HILL WEALTH ADVISORS LLC 97 *Closed 2024-03-31 0 $0 -526
   Jordan Park Group LLC 47 *Closed 2023-12-31 0 $0 -2,282
   Belvedere Trading LLC 270 *Closed 2023-12-31 0 $0 -15,548
   RAUB BROCK CAPITAL MANAGEMENT LP 54 *Closed 2024-03-31 0 $0 -696
   Orion Portfolio Solutions LLC 1723 *Closed 2023-12-31 0 $0 -519,823
   Y-Intercept (Hong Kong) Ltd 1603 *Closed 2023-12-31 0 $0 -1,221
   ARLINGTON PARTNERS LLC 238 *Closed 2024-03-31 0 $0 -2,841
   Flaharty Asset Management LLC 472 *Closed 2023-12-31 0 $0 -126
   PRIVATE ASSET MANAGEMENT INC 127 *Closed 2023-09-30 0 $0 -546
   Axim Planning & Wealth 31 *Closed 2024-03-31 0 $0 -513
   CANTOR FITZGERALD L. P. 573 *Closed 2023-12-31 0 $0 -151,111
   SUNCOAST EQUITY MANAGEMENT 78 *Closed 2023-12-31 0 $0 -679
   Ford Financial Group Inc. 103 *Closed 2023-03-31 0 $0 -4,093
   Retirement Network 127 *Closed 2023-12-31 0 $0 -491
   MOULTON WEALTH MANAGEMENT INC 27 *Closed 2024-03-31 0 $0 -421
   FRONT BARNETT ASSOCIATES LLC 120 *Closed 2023-09-30 0 $0 -496
   Briaud Financial Planning Inc 178 *Closed 2023-12-31 0 $0 -2,900
   STELAC ADVISORY SERVICES LLC 92 *Closed 2023-12-31 0 $0 -4,666
   WoodTrust Financial Corp 169 *Closed 2024-03-31 0 $0 -485
   KPP Advisory Services LLC 221 *Closed 2023-12-31 0 $0 -1,121
   Laidlaw Wealth Management LLC 272 *Closed 2023-12-31 0 $0 -1,072
   SANDERS MORRIS HARRIS INC/FA 279 *Closed 2024-03-31 0 $0 -2,997
   STUDIO INVESTMENT MANAGEMENT LLC 250 *Closed 2023-12-31 0 $0 0
   Provida Pension Fund Administrator 4 *Closed 2023-12-31 0 $0 -364,120
   CFS Investment Advisory Services LLC 174 *Closed 2023-12-31 0 $0 -37,254
  84 Records found
  1    
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