Plan »

iShares S&P 500 Index shares owned by Plan

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

Historical chart of Plan 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 Plan consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Plan

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 3.6k 477.69
2023-09-30 $1.5M 3.6k 429.40
2023-06-30 $1.6M 3.6k 445.65
2023-03-31 $1.3M 3.3k 411.02
2022-12-31 $1.6M 4.1k 384.17
2022-09-30 $1.0M 2.8k 358.52
2022-06-30 $1.1M 3.0k 379.13
2022-03-31 $1.4M 3.1k 453.54
2021-12-31 $1.4M 3.0k 476.84
2021-09-30 $1.1M 2.5k 430.73
2021-06-30 $1.1M 2.5k 429.89
2021-03-31 $975k 2.5k 397.96
2020-12-31 $929k 2.5k 375.20
2020-09-30 $702k 2.1k 335.89
2020-06-30 $1.2M 4.0k 309.71
2020-03-31 $720k 2.8k 258.34
2019-12-31 $2.6M 7.9k 323.20
2019-09-30 $2.3M 7.6k 298.54
2019-06-30 $2.2M 7.6k 294.71
2019-03-31 $2.2M 7.6k 284.54
2018-12-31 $2.1M 8.2k 251.65
2018-09-30 $2.2M 7.5k 292.78
2018-06-30 $1.8M 6.5k 272.98
2018-03-31 $1.7M 6.5k 265.32
2017-12-31 $1.8M 6.6k 268.94
2017-09-30 $1.7M 6.6k 253.09
2017-06-30 $1.4M 5.9k 243.26
2017-03-31 $1.6M 6.9k 237.34
2016-12-31 $1.6M 6.9k 224.57
2015-12-31 $812k 4.0k 204.79
2015-09-30 $764k 4.0k 192.69
2015-06-30 $822k 4.0k 207.31
2014-09-30 $500k 2.5k 198.89
2014-03-31 $962k 5.2k 186.33
2013-12-31 $408k 2.2k 185.45