Capital Investment Advisors »

iShares S&P 500 Index shares owned by Capital Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Investment Advisors from 13F filings

Historical chart of Capital Investment Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $27M 51k 525.73
2023-12-31 $28M 59k 477.63
2023-09-30 $23M 54k 429.43
2023-03-31 $22M 54k 411.08
2022-12-31 $21M 55k 384.21
2022-09-30 $21M 58k 358.65
2022-06-30 $22M 58k 379.14
2022-03-31 $26M 58k 453.69
2021-12-31 $27M 57k 477.00
2021-09-30 $24M 57k 430.82
2021-06-30 $24M 56k 429.93
2021-03-31 $23M 57k 397.83
2020-12-31 $22M 58k 375.39
2020-09-30 $20M 61k 336.07
2020-06-30 $19M 61k 309.69
2020-03-31 $16M 60k 258.40
2019-12-31 $19M 58k 323.24
2019-09-30 $17M 57k 298.52
2019-06-30 $16M 55k 294.74
2019-03-31 $16M 54k 284.57
2018-12-31 $13M 51k 251.60
2018-09-30 $14M 49k 292.72
2018-06-30 $14M 51k 273.05
2018-03-31 $14M 51k 265.37
2017-12-31 $14M 51k 268.84
2017-09-30 $13M 51k 252.93
2017-06-30 $13M 52k 243.41
2017-03-31 $12M 51k 237.27
2016-12-31 $11M 49k 224.99
2016-09-30 $11M 53k 217.55
2016-06-30 $10M 48k 210.50
2016-03-31 $9.9M 48k 206.65
2015-12-31 $8.8M 43k 204.86
2015-09-30 $8.3M 43k 192.70
2015-06-30 $8.1M 39k 207.23
2015-03-31 $7.3M 35k 206.88
2014-12-31 $7.3M 35k 206.88
2014-09-30 $6.5M 33k 198.26
2014-06-30 $6.3M 32k 197.00
2014-03-31 $5.7M 30k 188.14
2013-12-31 $5.5M 30k 185.66

More positions owned by Capital Investment Advisors

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Intl Qualty (IQLT)
Proshares Tr Russ 2000 Divd (SMDV)
First Tr Exchange-traded No Amer Energy (EMLP)
Home Depot (HD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p Divid Etf (SDY)
Apple (AAPL)
Johnson & Johnson (JNJ)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Ibds Dec28 Etf (IBDT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds 25 Trm Ts (IBTF)

View all positions for Capital Investment Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index