Aspen Private Advisors »

iShares S&P 500 Index shares owned by Aspen Private Advisors

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

Historical chart of Aspen Private 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 Aspen Private Advisors 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 Aspen Private Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $794k 1.1k 748.89

More positions owned by Aspen Private Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Msci Usa Min Etf (USMV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Aspen Private Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index