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iShares S&P 500 Index shares owned by Accredited Investor Services

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

Historical chart of Accredited Investor Services 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 Accredited Investor Services 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 Accredited Investor Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $285k 426 669.30
2025-06-30 $265k 426 620.90
2025-03-31 $305k 542 561.90

More positions owned by Accredited Investor Services

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Gold Tr Ishares New (IAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Nuveen Insured Tax-Free Adv Munici (NEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Nuveen Muni Value Fund (NUV)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Accredited Investor Services

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index