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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

Creative Planning
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Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index