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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Creative Planning | 20M | $9.6B | 1% | Dec 2023 |
|
| Goldman Sachs Group | 18M | $8.6B | 52% | Dec 2023 |
|
| Marshall Wace | 17M | $8.0B | 85% | Dec 2023 |
|
| Wells Fargo & Company | 16M | $7.7B | 2% | Dec 2023 |
|
| Bank of America Corporation | 16M | $7.4B | -10% | Dec 2023 |
|
| Pnc Financial Services | 15M | $7.0B | 1% | Dec 2023 |
|
| Bank of New York Mellon | 13M | $6.3B | 20% | Dec 2023 |
|
| Jpmorgan Chase & Co | 13M | $6.0B | -30% | Dec 2023 |
|
| Millennium Management | 13M | $3.4B | 354% | Dec 2023 |
|
| First Command Advisory Services | 8.9M | $4.3B | 1% | Dec 2023 |
|
| Royal Bank of Canada | 7.4M | $3.6B | 3% | Dec 2023 |
|
| Wolverine Trading | 7.0M | $3.3B | 0% | Dec 2023 |
|
| Us Bancorp | 6.8M | $3.2B | 10% | Dec 2023 |
|
| Branch Banking & Trust Company | 6.7M | $3.2B | 7% | Dec 2023 |
|
| Envestnet Portfolio Solutions | 5.8M | $2.8B | 100% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 5.5M | $2.9B | 8% | Mar 2024 |
|
| Advisor Group Holdings | 4.0M | $1.9B | -31% | Dec 2023 |
|
| Alliancebernstein | 4.0M | $1.9B | 3% | Dec 2023 |
|
| Mariner Wealth Advisors | 3.9M | $1.9B | 4% | Dec 2023 |
|
| National Pension Service | 3.6M | $1.7B | 16% | Dec 2023 |
|
| National Mutual Insurance Federation of Agricultural Cooperatives | 3.6M | $1.7B | 0% | Dec 2023 |
|
| Diam | 3.2M | $1.5B | 0% | Dec 2023 |
|
| UBS Group | 3.2M | $1.5B | 7% | Dec 2023 |
|
| Commonwealth Equity Services | 2.8M | $1.3B | 3% | Dec 2023 |
|
| CWM | 2.6M | $1.4B | -21% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 2.6M | $1.2B | 0% | Dec 2023 |
|
| Captrust Financial Advisors | 2.4M | $1.2B | 9% | Dec 2023 |
|
| Janney Montgomery Scott | 2.4M | $1.1B | 9% | Dec 2023 |
|
| Alberta Investment Management Corporation | 2.4M | $1.1B | 100% | Dec 2023 |
|
| Pathstone Holdings | 2.3M | $1.1B | 100% | Dec 2023 |
|
| HighTower Advisors | 2.2M | $1.0B | 3% | Dec 2023 |
|
| Sontag Advisory | 2.1M | $1.0B | 7% | Dec 2023 |
|
| Bridgewater Associates | 2.1M | $1.0B | 4% | Dec 2023 |
|
| Park Avenue Securities | 1.9M | $1.0B | -22% | Mar 2024 |
|
| Municipal Employees' Retirement System of Michigan | 1.9M | $1.0B | -29% | Mar 2024 |
|
| Fifth Third Bancorp | 1.9M | $893M | -1% | Dec 2023 |
|
| Alaska Permanent Fund Corp | 1.8M | $966M | 40% | Mar 2024 |
|
| Greenleaf Trust | 1.8M | $860M | 0% | Dec 2023 |
|
| Babson Capital Management | 1.7M | $825M | -2% | Dec 2023 |
|
| HPM Partners | 1.7M | $818M | 16% | Dec 2023 |
|
| H D Vest Advisory Services | 1.7M | $793M | 4% | Dec 2023 |
|
| Cornerstone Partners Capital Management | 1.7M | $790M | -5% | Dec 2023 |
|
| Bank Of Montreal | 1.6M | $770M | 3% | Dec 2023 |
|
| United Capital Financial Advisers | 1.5M | $720M | 46% | Dec 2023 |
|
| First Hawaiian Bank | 1.5M | $766M | -9% | Mar 2024 |
|
| Partners Capital Investment Group | 1.4M | $687M | 24% | Dec 2023 |
|
| Fiduciary Trust Company | 1.4M | $665M | 4% | Dec 2023 |
|
| M^T Bank Corporation | 1.4M | $664M | 5% | Dec 2023 |
|
| Raymond James & Associates | 1.4M | $652M | 8% | Dec 2023 |
|
| Alesco Advisors | 1.3M | $643M | -3% | Dec 2023 |
|
| Credit Suisse | 1.3M | $642M | -3% | Dec 2023 |
|
| Neuberger Berman Group | 1.3M | $631M | 0% | Dec 2023 |
|
| CI Private Wealth | 1.3M | $625M | -14% | Dec 2023 |
|
| AIA Group | 1.3M | $614M | -1% | Dec 2023 |
|
| Johnson Investment Counsel | 1.3M | $607M | 0% | Dec 2023 |
|
| Brown Advisory Holdings Incorporated | 1.3M | $607M | 4% | Dec 2023 |
|
| MAI Wealth Advisors | 1.3M | $603M | 3% | Dec 2023 |
|
| Bank of Nova Scotia | 1.2M | $570M | 4198% | Dec 2023 |
|
| Regions Bank | 1.2M | $569M | -1% | Dec 2023 |
|
| Jasper Ridge Partners | 1.2M | $549M | 5% | Dec 2023 |
|
| Bessemer | 1.1M | $530M | -2% | Dec 2023 |
|
| Fund Evaluation Group | 1.0M | $498M | 5% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 1.0M | $497M | -3% | Dec 2023 |
|
| Principal Financial Group | 953k | $455M | 0% | Dec 2023 |
|
| Stifel Financial | 878k | $420M | 12% | Dec 2023 |
|
| Mirae Asset Global Investments | 865k | $413M | 3% | Dec 2023 |
|
| Franklin Resources | 856k | $409M | 7% | Dec 2023 |
|
| Churchill Management Corp. | 811k | $427M | -1% | Mar 2024 |
|
| Tiaa Trust, National Association | 778k | $372M | 28% | Dec 2023 |
|
| JB Capital | 773k | $369M | 15% | Dec 2023 |
|
| Bank of Finland | 772k | $369M | -40% | Dec 2023 |
|
| Swan Wealth Advisors | 769k | $367M | -1% | Dec 2023 |
|
| Allspring Global Investments Holdings | 763k | $401M | 2% | Mar 2024 |
|
| Leith Wheeler Investment Counsel | 760k | $363M | -2% | Dec 2023 |
|
| Putnam Fl Investment Management | 742k | $354M | 24% | Dec 2023 |
|
| Johnson Financial Group | 728k | $348M | 3% | Dec 2023 |
|
| AE Wealth Management | 721k | $353M | 1% | Dec 2023 |
|
| Charles Schwab Investment Management | 718k | $343M | -3% | Dec 2023 |
|
| Coldstream Capital Management | 702k | $335M | 4% | Dec 2023 |
|
| Ckw Financial | 697k | $333M | -1% | Dec 2023 |
|
| Baird Financial | 681k | $325M | 16% | Dec 2023 |
|
| Heritage Wealth Advisors | 676k | $323M | -2% | Dec 2023 |
|
| Adventist Health System/ West | 654k | $312M | 0% | Dec 2023 |
|
| Teacher Retirement System Of Texas | 644k | $308M | 0% | Dec 2023 |
|
| Circle Wealth Management | 640k | $306M | -32% | Dec 2023 |
|
| Sigma Investment Counselors | 637k | $304M | -2% | Dec 2023 |
|
| Matson Money | 620k | $296M | 3% | Dec 2023 |
|
| RiverFront Investment Group | 613k | $293M | -1% | Dec 2023 |
|
| Warren Averett Asset Management | 610k | $291M | 85% | Dec 2023 |
|
| Truepoint | 605k | $289M | -1% | Dec 2023 |
|
| Simplify Asset Management | 605k | $289M | -7% | Dec 2023 |
|
| Genworth Financial | 602k | $287M | 0% | Dec 2023 |
|
| Citadel Advisors | 592k | $283M | 250% | Dec 2023 |
|
| Cahaba Wealth Management | 589k | $281M | 3% | Dec 2023 |
|
| Rockefeller Capital Management | 587k | $280M | 8% | Dec 2023 |
|
| Evoke Wealth | 576k | $275M | -3% | Dec 2023 |
|
| Squarepoint Ops | 550k | $263M | 100% | Dec 2023 |
|
| Kestra Advisory Services | 550k | $263M | 6% | Dec 2023 |
|
| Financial Gravity Wealth | 544k | $238k | 0% | Dec 2023 |
|
| Atria Wealth Solutions | 531k | $254M | 11% | Dec 2023 |
|
| Umb Bank N A | 529k | $253M | 2% | Dec 2023 |
|
| Mercer Global Advisors | 501k | $239M | -1% | Dec 2023 |
|
| Klingman & Associates | 496k | $237M | 3% | Dec 2023 |
|
| Charter Oak Capital Management | 495k | $236M | 1% | Dec 2023 |
|
| Legacy Wealth Management | 487k | $256M | 35156% | Mar 2024 |
|
| Quotient Wealth Partners | 487k | $233M | 100% | Dec 2023 |
|
| Streettalk Advisors | 486k | $232M | 12% | Dec 2023 |
|
| Vantagepoint Investment Advisers | 476k | $227M | 24% | Dec 2023 |
|
| Parallel Advisors | 471k | $225M | 482% | Dec 2023 |
|
| Haverford Trust Company | 470k | $224M | 83% | Dec 2023 |
|
| Halbert Hargrove Global Advisors | 470k | $247M | -3% | Mar 2024 |
|
| Divergent Wealth Advisors | 467k | $223M | 0% | Dec 2023 |
|
| LBMC Investment Advisors | 450k | $236M | -2% | Mar 2024 |
|
| Ashford Advisors | 441k | $211M | 2% | Dec 2023 |
|
| CI Investments | 441k | $210M | 100% | Dec 2023 |
|
| Meitav Dash Investments | 436k | $208M | 26% | Dec 2023 |
|
| Two Sigma Investments | 428k | $204M | 61% | Dec 2023 |
|
| Fragasso | 428k | $225M | -1% | Mar 2024 |
|
| Planning Alternatives | 417k | $219M | -2% | Mar 2024 |
|
| Whittier Trust | 416k | $199M | -1% | Dec 2023 |
|
| Brown Brothers Harriman & Co. | 410k | $196M | 28% | Dec 2023 |
|
| Atria Investments | 407k | $195M | 8% | Dec 2023 |
|
| Ballentine Partners | 402k | $211M | 0% | Mar 2024 |
|
| Analyst IMS Investment Management Services | 400k | $191M | 5% | Dec 2023 |
|
| Foundations Investment Advisors | 400k | $197M | 31% | Dec 2023 |
|
| Global Assets Advisory | 398k | $759k | 100% | Mar 2024 |
|
| Journey Strategic Wealth | 391k | $187M | -10% | Dec 2023 |
|
| Tarbox | 387k | $203M | 3% | Mar 2024 |
|
| Taiyo Life Insurance | 386k | $184M | 0% | Dec 2023 |
|
| Ellenbecker Investment Group | 381k | $200M | 1% | Mar 2024 |
|
| Two Sigma Advisers | 380k | $182M | 152% | Dec 2023 |
|
| Wellington Management Company | 378k | $180M | -2% | Dec 2023 |
|
| Midland Wealth Advisors | 377k | $180M | 100% | Dec 2023 |
|
| Farmers & Merchants Investment | 376k | $198M | 2% | Mar 2024 |
|
| Moneta Group Investment Advisors | 369k | $176M | 8% | Dec 2023 |
|
| Steward Partners Investment Advisory | 361k | $172M | 4% | Dec 2023 |
|
| Orgel Wealth Management | 359k | $189M | 64% | Mar 2024 |
|
| Wilbanks Smith & Thomas Asset Management | 358k | $171M | 0% | Dec 2023 |
|
| Fort Washington Investment Advisors | 356k | $170M | 23% | Dec 2023 |
|
| Citizens Financial Group | 355k | $170M | 3% | Dec 2023 |
|
| Aspiriant | 354k | $186M | 135% | Mar 2024 |
|
| Daido Life Insurance | 352k | $168M | 29% | Dec 2023 |
|
| William Blair $ Company | 352k | $168M | -1% | Dec 2023 |
|
| Aurum Wealth Management Group | 350k | $167M | 4% | Dec 2023 |
|
| Hancock Bank Trust Department | 348k | $166M | 10% | Dec 2023 |
|
| First Interstate Bank | 348k | $166M | 19% | Dec 2023 |
|
| Linscomb & Williams | 346k | $165M | -4% | Dec 2023 |
|
| Comprehensive Portfolio Management | 336k | $160M | 9% | Dec 2023 |
|
| Mitsubishi UFJ Trust & Banking Corp | 335k | $160M | -14% | Dec 2023 |
|
| Lazard Asset Management | 334k | $160M | 6% | Dec 2023 |
|
| Beacon Pointe Advisors | 316k | $151M | -11% | Dec 2023 |
|
| Bricktown Capital | 294k | $140M | -30% | Dec 2023 |
|
| Soundwatch Capital | 281k | $130M | -35% | Dec 2023 |
|
| Qalhat Capital | 270k | $129M | -20% | Dec 2023 |
|
| Adventist Health System Sunbelt Healthcare Corp | 256k | $122M | -62% | Dec 2023 |
|
| Bp Wealth Management | 212k | $101M | -40% | Dec 2023 |
|
| Cape Cod Five Cents Savings Bank | 175k | $83M | -55% | Dec 2023 |
|
| Assetmark | 142k | $68M | -80% | Dec 2023 |
|
| Allianz Asset Management | 79k | $38M | -90% | Dec 2023 |
|
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 |
| Orion Portfolio Solutions | Sep 2023 | 520k | $223M |