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iShares S&P 500 Index shares owned by Bellwether Investment

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

Historical chart of Bellwether Investment 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 Bellwether Investment 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 Bellwether Investment

Quarter filed Position value Share count Share price at filing
2017-12-31 $241k 897 268.67
2017-09-30 $227k 897 253.07
2017-06-30 $218k 897 243.03
2017-03-31 $213k 897 237.46
2016-12-31 $243k 1.1k 225.00
2016-06-30 $38k 181 209.94

More positions owned by Bellwether Investment

First Tr Exchange Traded Fd dorsey wrt 5 etf (FV)
Home Depot (HD)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Gabelli Dividend & Income Trust (GDV)
UnitedHealth (UNH)
Apple (AAPL)
First Trust DJ Internet Index Fund (FDN)
First Trust NASDAQ-100 Tech Sector InETF (QTEC)
First Tr Exchange Traded Fd nasdaq bk etf (FTXO)
First Trust Tech AlphaDEX Fnd (FXL)
First Trust Ind/Prod AlphaDEX (FXR)
salesforce (CRM)
Pfizer (PFE)
Coca-Cola Company (KO)

View all positions for Bellwether Investment

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
Jones Financial Companies, L.L
NISA Investment Advisors
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index