iShares S&P 500 Index shares owned by Accredited Investors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Accredited Investors
from 13F filings
Historical chart of Accredited Investors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Accredited Investors 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 Investors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $59M | 124k | 477.63 |
| 2023-09-30 | $54M | 126k | 429.43 |
| 2023-06-30 | $56M | 126k | 445.71 |
| 2023-03-31 | $52M | 127k | 411.08 |
| 2022-12-31 | $50M | 131k | 384.21 |
| 2022-09-30 | $46M | 130k | 358.65 |
| 2022-06-30 | $47M | 125k | 379.15 |
| 2022-03-31 | $58M | 127k | 453.69 |
| 2021-12-31 | $61M | 128k | 476.99 |
| 2021-09-30 | $56M | 129k | 430.82 |
| 2021-06-30 | $56M | 130k | 429.92 |
| 2021-03-31 | $52M | 130k | 397.82 |
| 2020-12-31 | $50M | 132k | 375.39 |
| 2020-09-30 | $46M | 135k | 336.06 |
| 2020-06-30 | $46M | 148k | 309.69 |
| 2020-03-31 | $40M | 156k | 258.40 |
| 2019-12-31 | $46M | 141k | 323.24 |
| 2019-09-30 | $43M | 142k | 298.52 |
| 2019-06-30 | $42M | 142k | 294.75 |
| 2019-03-31 | $41M | 142k | 284.56 |
| 2018-12-31 | $36M | 144k | 251.61 |
| 2018-09-30 | $40M | 137k | 292.73 |
| 2018-06-30 | $41M | 149k | 273.05 |
| 2018-03-31 | $40M | 151k | 265.37 |
| 2017-12-31 | $42M | 155k | 268.85 |
| 2017-09-30 | $41M | 162k | 252.93 |
| 2017-06-30 | $41M | 169k | 243.41 |
| 2017-03-31 | $43M | 183k | 237.27 |
| 2016-12-31 | $42M | 186k | 224.99 |
| 2016-09-30 | $41M | 189k | 217.56 |
| 2016-06-30 | $41M | 194k | 210.50 |
| 2016-03-31 | $42M | 201k | 206.65 |
| 2015-12-31 | $42M | 207k | 204.87 |
| 2015-09-30 | $41M | 212k | 192.71 |
| 2015-06-30 | $42M | 204k | 207.22 |
| 2015-03-31 | $43M | 209k | 207.83 |
| 2014-12-31 | $44M | 214k | 206.87 |
| 2014-09-30 | $45M | 229k | 198.26 |
| 2014-06-30 | $42M | 213k | 197.00 |
| 2014-03-31 | $41M | 217k | 188.14 |
| 2013-12-31 | $42M | 224k | 185.65 |
| 2013-09-30 | $38M | 226k | 168.90 |
| 2013-06-30 | $36M | 224k | 160.88 |
| 2013-03-31 | $35M | 223k | 157.36 |
| 2012-12-31 | $33M | 233k | 143.14 |
| 2012-09-30 | $33M | 231k | 144.40 |
| 2012-06-30 | $34M | 250k | 136.75 |
| 2012-03-31 | $46M | 329k | 141.21 |
| 2011-12-31 | $47M | 372k | 125.96 |