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iShares S&P 500 Index shares owned by Bridgewater Advisors

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

Historical chart of Bridgewater 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 Bridgewater Advisors 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 Bridgewater Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 6.0k 673.51
2025-06-30 $3.5M 5.5k 638.40
2025-03-31 $1.9M 3.3k 556.95
2022-06-30 $740k 2.0k 378.90
2022-03-31 $886k 2.0k 453.66
2021-12-31 $910k 1.9k 477.19
2021-09-30 $822k 1.9k 431.04
2021-06-30 $716k 1.7k 429.77
2021-03-31 $741k 1.8k 407.14