Barrett Associates »

iShares S&P 500 Index shares owned by Barrett Associates

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

Historical chart of Barrett Associates 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 Barrett Associates 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 Barrett Associates

Quarter filed Position value Share count Share price at filing
2011-05-12 $88k 66 1333.33
2011-02-11 $84k 66 1272.73

More positions owned by Barrett Associates

Exxon Mobil Corporation (XOM)
Schlumberger (SLB)
Visa (V)
Accenture (ACN)
Automatic Data Processing (ADP)
International Business Machines (IBM)
Chubb Corporation
State Street Corporation (STT)
Cisco Systems (CSCO)
Johnson Controls
United Technologies Corporation
Stryker Corporation (SYK)
EMC Corporation
3M Company (MMM)
Johnson & Johnson (JNJ)

View all positions for Barrett Associates

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index