Who owns iShares S&P 500 Index?
- Ticker: IVV
- CUSIP Number: 464287200
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P 500 Index with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P 500 Index stock
Who bought or sold iShares S&P 500 Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 64M | $34B | -7% | Mar 2024 |
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| Jpmorgan Chase & Co | 20M | $11B | 61% | Mar 2024 |
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| Creative Planning | 20M | $9.6B | 1% | Dec 2023 |
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| Goldman Sachs Group | 18M | $8.6B | 52% | Dec 2023 |
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| Marshall Wace | 17M | $8.0B | 85% | Dec 2023 |
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| Wells Fargo & Company | 16M | $8.3B | -2% | Mar 2024 |
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| Bank of America Corporation | 16M | $7.4B | -10% | Dec 2023 |
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| Pnc Financial Services | 15M | $7.8B | 2% | Mar 2024 |
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| Bank of New York Mellon | 14M | $7.1B | 2% | Mar 2024 |
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| Millennium Management | 13M | $3.4B | 354% | Dec 2023 |
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| LPL Financial | 9.1M | $4.8B | 1% | Mar 2024 |
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| First Command Advisory Services | 8.9M | $4.7B | 0% | Mar 2024 |
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| Royal Bank of Canada | 7.4M | $3.6B | 3% | Dec 2023 |
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| Wolverine Trading | 7.0M | $3.3B | 0% | Dec 2023 |
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| Branch Banking & Trust Company | 6.7M | $3.2B | 7% | Dec 2023 |
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| Us Bancorp | 6.4M | $3.4B | -5% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 5.5M | $2.9B | 8% | Mar 2024 |
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| Envestnet Portfolio Solutions | 5.1M | $2.7B | -13% | Mar 2024 |
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| Alliancebernstein | 4.0M | $1.9B | 3% | Dec 2023 |
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| Mariner Wealth Advisors | 3.9M | $1.9B | 4% | Dec 2023 |
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| National Pension Service | 3.6M | $1.7B | 16% | Dec 2023 |
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| National Mutual Insurance Federation of Agricultural Cooperatives | 3.6M | $1.9B | 0% | Mar 2024 |
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| Diam | 3.2M | $1.7B | 0% | Mar 2024 |
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| UBS Group | 3.2M | $1.5B | 7% | Dec 2023 |
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| Commonwealth Equity Services | 2.8M | $1.5B | -1% | Mar 2024 |
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| Choate Investment Advisors | 2.7M | $1.4B | 33% | Mar 2024 |
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| Raymond James Financial Services Advisors | 2.6M | $1.4B | 1% | Mar 2024 |
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| CWM | 2.6M | $1.4B | -21% | Mar 2024 |
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| Captrust Financial Advisors | 2.4M | $1.2B | 9% | Dec 2023 |
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| Alberta Investment Management Corporation | 2.4M | $1.1B | 100% | Dec 2023 |
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| Pathstone Holdings | 2.3M | $1.1B | 100% | Dec 2023 |
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| Sontag Advisory | 2.2M | $1.2B | 3% | Mar 2024 |
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| HighTower Advisors | 2.2M | $1.2B | 0% | Mar 2024 |
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| Bridgewater Associates | 2.1M | $1.0B | 4% | Dec 2023 |
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| Park Avenue Securities | 1.9M | $1.0B | -22% | Mar 2024 |
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| Janney Montgomery Scott | 1.9M | $1.0B | -18% | Mar 2024 |
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| Municipal Employees' Retirement System of Michigan | 1.9M | $1.0B | -29% | Mar 2024 |
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| Alaska Permanent Fund Corp | 1.8M | $966M | 40% | Mar 2024 |
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| Greenleaf Trust | 1.8M | $950M | 0% | Mar 2024 |
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| Fifth Third Bancorp | 1.8M | $932M | -5% | Mar 2024 |
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| Babson Capital Management | 1.7M | $907M | 0% | Mar 2024 |
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| HPM Partners | 1.7M | $818M | 16% | Dec 2023 |
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| H D Vest Advisory Services | 1.7M | $889M | 2% | Mar 2024 |
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| Cornerstone Partners Capital Management | 1.7M | $790M | -5% | Dec 2023 |
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| Bank Of Montreal | 1.6M | $770M | 3% | Dec 2023 |
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| CI Private Wealth | 1.6M | $842M | 22% | Mar 2024 |
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| Advisor Group Holdings | 1.6M | $830M | -60% | Mar 2024 |
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| United Capital Financial Advisers | 1.5M | $720M | 46% | Dec 2023 |
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| First Hawaiian Bank | 1.5M | $766M | -9% | Mar 2024 |
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| Partners Capital Investment Group | 1.4M | $687M | 24% | Dec 2023 |
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| M^T Bank Corporation | 1.4M | $747M | 2% | Mar 2024 |
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| Fiduciary Trust Company | 1.4M | $665M | 4% | Dec 2023 |
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| MAI Wealth Advisors | 1.4M | $717M | 8% | Mar 2024 |
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| Credit Suisse | 1.3M | $709M | 0% | Mar 2024 |
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| Raymond James & Associates | 1.3M | $709M | -1% | Mar 2024 |
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| AIA Group | 1.3M | $699M | 3% | Mar 2024 |
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| Alesco Advisors | 1.3M | $699M | -1% | Mar 2024 |
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| Neuberger Berman Group | 1.3M | $631M | 0% | Dec 2023 |
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| Johnson Investment Counsel | 1.3M | $676M | 1% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 1.3M | $662M | -1% | Mar 2024 |
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| Bank of Nova Scotia | 1.2M | $570M | 4198% | Dec 2023 |
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| Regions Bank | 1.2M | $617M | -2% | Mar 2024 |
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| Jasper Ridge Partners | 1.2M | $549M | 5% | Dec 2023 |
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| Bessemer | 1.1M | $530M | -2% | Dec 2023 |
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| Fund Evaluation Group | 1.1M | $581M | 6% | Mar 2024 |
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| Cambridge Investment Research Advisors | 1.0M | $538M | -2% | Mar 2024 |
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| Principal Financial Group | 943k | $496M | -1% | Mar 2024 |
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| Stifel Financial | 878k | $420M | 12% | Dec 2023 |
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| Franklin Resources | 856k | $409M | 7% | Dec 2023 |
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| Putnam Fl Investment Management | 840k | $442M | 13% | Mar 2024 |
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| Mirae Asset Global Investments | 835k | $439M | -3% | Mar 2024 |
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| Churchill Management Corp. | 811k | $427M | -1% | Mar 2024 |
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| Tiaa Trust, National Association | 807k | $424M | 4% | Mar 2024 |
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| Susquehanna International | 798k | $419M | 38% | Mar 2024 |
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| Bank of Finland | 774k | $407M | 0% | Mar 2024 |
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| Allspring Global Investments Holdings | 763k | $401M | 2% | Mar 2024 |
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| Leith Wheeler Investment Counsel | 758k | $398M | 0% | Mar 2024 |
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| Swan Wealth Advisors | 738k | $388M | -4% | Mar 2024 |
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| Assetmark | 731k | $384M | 417% | Mar 2024 |
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| Johnson Financial Group | 728k | $348M | 3% | Dec 2023 |
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| AE Wealth Management | 721k | $353M | 1% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 721k | $379M | 1972% | Mar 2024 |
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| Coldstream Capital Management | 702k | $335M | 4% | Dec 2023 |
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| Baird Financial | 681k | $325M | 16% | Dec 2023 |
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| Ckw Financial | 681k | $357M | -2% | Mar 2024 |
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| Heritage Wealth Advisors | 657k | $346M | -3% | Mar 2024 |
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| Adventist Health System/ West | 654k | $344M | 0% | Mar 2024 |
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| Teacher Retirement System Of Texas | 644k | $339M | 0% | Mar 2024 |
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| Circle Wealth Management | 640k | $306M | -32% | Dec 2023 |
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| Sigma Investment Counselors | 631k | $332M | -1% | Mar 2024 |
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| RiverFront Investment Group | 621k | $326M | 1% | Mar 2024 |
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| Matson Money | 620k | $326M | 0% | Mar 2024 |
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| Truepoint | 620k | $326M | 2% | Mar 2024 |
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| Warren Averett Asset Management | 610k | $291M | 85% | Dec 2023 |
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| Cahaba Wealth Management | 606k | $319M | 3% | Mar 2024 |
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| Simplify Asset Management | 605k | $289M | -7% | Dec 2023 |
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| Genworth Financial | 602k | $316M | 0% | Mar 2024 |
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| JB Capital | 601k | $316M | -22% | Mar 2024 |
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| Charles Schwab Investment Management | 599k | $315M | -17% | Mar 2024 |
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| Citadel Advisors | 592k | $283M | 250% | Dec 2023 |
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| Rockefeller Capital Management | 587k | $280M | 8% | Dec 2023 |
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| Evoke Wealth | 576k | $275M | -3% | Dec 2023 |
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| Orion Portfolio Solutions | 567k | $298M | 100% | Mar 2024 |
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| Sumitomo Life Insurance | 555k | $267M | 100% | Mar 2024 |
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| Sun Life Financial | 551k | $290M | 911% | Mar 2024 |
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| Squarepoint Ops | 550k | $263M | 100% | Dec 2023 |
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| Kestra Advisory Services | 550k | $263M | 6% | Dec 2023 |
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| Umb Bank N A | 545k | $286M | 3% | Mar 2024 |
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| Financial Gravity Wealth | 544k | $238k | 0% | Dec 2023 |
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| Atria Wealth Solutions | 531k | $254M | 11% | Dec 2023 |
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| Charter Oak Capital Management | 505k | $265M | 2% | Mar 2024 |
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| Klingman & Associates | 502k | $264M | 1% | Mar 2024 |
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| Mercer Global Advisors | 501k | $239M | -1% | Dec 2023 |
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| Legacy Wealth Management | 487k | $256M | 35156% | Mar 2024 |
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| Quotient Wealth Partners | 487k | $233M | 100% | Dec 2023 |
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| Parallel Advisors | 487k | $256M | 3% | Mar 2024 |
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| Hirtle Callaghan & Co | 478k | $251M | 302% | Mar 2024 |
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| Streettalk Advisors | 477k | $251M | -2% | Mar 2024 |
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| Brown Brothers Harriman & Co. | 473k | $248M | 15% | Mar 2024 |
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| Halbert Hargrove Global Advisors | 470k | $247M | -3% | Mar 2024 |
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| LBMC Investment Advisors | 450k | $236M | -2% | Mar 2024 |
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| CI Investments | 441k | $210M | 100% | Dec 2023 |
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| Ashford Advisors | 437k | $230M | -1% | Mar 2024 |
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| AMS Capital | 436k | $213M | 35% | Mar 2024 |
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| Atlantic Trust | 432k | $227M | 0% | Mar 2024 |
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| Soundwatch Capital | 428k | $225M | 52% | Mar 2024 |
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| Two Sigma Investments | 428k | $204M | 61% | Dec 2023 |
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| Fragasso | 428k | $225M | -1% | Mar 2024 |
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| Planning Alternatives | 417k | $219M | -2% | Mar 2024 |
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| Whittier Trust | 410k | $216M | -1% | Mar 2024 |
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| Atria Investments | 407k | $195M | 8% | Dec 2023 |
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| Ballentine Partners | 402k | $211M | 0% | Mar 2024 |
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| Analyst IMS Investment Management Services | 400k | $191M | 5% | Dec 2023 |
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| Foundations Investment Advisors | 400k | $197M | 31% | Dec 2023 |
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| Global Assets Advisory | 398k | $759k | 100% | Mar 2024 |
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| Journey Strategic Wealth | 391k | $187M | -10% | Dec 2023 |
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| Tarbox | 387k | $203M | 3% | Mar 2024 |
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| Taiyo Life Insurance | 386k | $203M | 0% | Mar 2024 |
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| Ellenbecker Investment Group | 381k | $200M | 1% | Mar 2024 |
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| Two Sigma Advisers | 380k | $182M | 152% | Dec 2023 |
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| Capstone Investment Advisors | 380k | $200M | 100% | Mar 2024 |
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| Divergent Wealth Advisors | 378k | $199M | -19% | Mar 2024 |
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| Wellington Management Company | 378k | $180M | -2% | Dec 2023 |
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| Midland Wealth Advisors | 377k | $180M | 100% | Dec 2023 |
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| Farmers & Merchants Investment | 376k | $198M | 2% | Mar 2024 |
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| Moneta Group Investment Advisors | 369k | $176M | 8% | Dec 2023 |
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| William Blair $ Company | 367k | $193M | 4% | Mar 2024 |
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| Steward Partners Investment Advisory | 361k | $172M | 4% | Dec 2023 |
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| Orgel Wealth Management | 359k | $189M | 64% | Mar 2024 |
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| Fort Washington Investment Advisors | 356k | $170M | 0% | Mar 2024 |
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| Citizens Financial Group | 355k | $170M | 0% | Mar 2024 |
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| Aspiriant | 354k | $186M | 135% | Mar 2024 |
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| Kuntz Lesher Capital | 354k | $186M | 7% | Mar 2024 |
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| Mitsubishi UFJ Trust & Banking Corp | 352k | $185M | 5% | Mar 2024 |
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| Daido Life Insurance | 352k | $185M | 0% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 350k | $184M | -2% | Mar 2024 |
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| Linscomb & Williams | 346k | $165M | -4% | Dec 2023 |
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| Haverford Trust Company | 328k | $173M | -30% | Mar 2024 |
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| Beacon Pointe Advisors | 316k | $151M | -11% | Dec 2023 |
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| Vantagepoint Investment Advisers | 285k | $150M | -40% | Mar 2024 |
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| Adventist Health System Sunbelt Healthcare Corp | 256k | $122M | -62% | Dec 2023 |
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| Bp Wealth Management | 212k | $101M | -40% | Dec 2023 |
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| Cape Cod Five Cents Savings Bank | 175k | $83M | -55% | Dec 2023 |
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| Allianz Asset Management | 79k | $38M | -90% | Dec 2023 |
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Who sold out of iShares S&P 500 Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Provida Pension Fund Administrator | Sep 2023 | 527k | $226M |
| Meitav Dash Investments | Dec 2023 | 436k | $208M |