Beckerman Institutional »

iShares S&P 500 Index shares owned by Beckerman Institutional

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

Historical chart of Beckerman Institutional 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 Beckerman Institutional 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 Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2025-09-30 $533k 797 668.90
2025-06-30 $494k 796 620.60
2025-03-31 $447k 796 561.56
2024-12-31 $469k 796 589.20
2024-09-30 $459k 796 576.63

More positions owned by Beckerman Institutional

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Doubleline Etf Trust Opportunistic Co (DBND)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Alphabet Cap Stk Cl A (GOOGL)
World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tcw Etf Trust Flexible Income (FLXR)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Beckerman Institutional

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