iShares S&P 500 Index shares owned by Bristlecone Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bristlecone Advisors
from 13F filings
Historical chart of Bristlecone Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Bristlecone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $67M | 100k | 669.30 |
| 2025-06-30 | $60M | 97k | 620.90 |
| 2025-03-31 | $52M | 93k | 561.90 |
| 2024-12-31 | $53M | 90k | 588.68 |
| 2024-09-30 | $51M | 88k | 576.82 |
| 2024-06-30 | $48M | 87k | 547.23 |
| 2024-03-31 | $46M | 88k | 525.73 |
| 2023-12-31 | $37M | 78k | 477.63 |
| 2023-09-30 | $33M | 77k | 429.43 |
| 2023-06-30 | $35M | 78k | 445.71 |
| 2023-03-31 | $31M | 76k | 411.08 |
| 2022-12-31 | $30M | 77k | 384.21 |
| 2022-09-30 | $27M | 76k | 358.65 |
| 2022-06-30 | $28M | 74k | 379.16 |
| 2022-03-31 | $33M | 73k | 453.69 |
| 2021-12-31 | $36M | 75k | 476.99 |
| 2021-09-30 | $32M | 73k | 430.83 |
| 2021-06-30 | $32M | 74k | 429.92 |
| 2021-03-31 | $28M | 71k | 397.81 |
| 2020-12-31 | $28M | 74k | 375.39 |
| 2020-09-30 | $22M | 67k | 336.06 |
| 2020-06-30 | $19M | 62k | 309.69 |
| 2020-03-31 | $16M | 63k | 258.39 |
| 2019-12-31 | $10M | 32k | 323.22 |
| 2019-09-30 | $4.5M | 15k | 298.50 |
| 2019-06-30 | $4.1M | 14k | 294.77 |
| 2019-03-31 | $3.8M | 13k | 284.59 |
| 2018-12-31 | $3.3M | 13k | 251.59 |
| 2018-09-30 | $4.1M | 14k | 292.77 |
| 2018-06-30 | $3.7M | 13k | 273.07 |
| 2018-03-31 | $3.8M | 14k | 265.34 |
| 2017-12-31 | $4.1M | 15k | 268.88 |
| 2017-09-30 | $3.9M | 16k | 252.90 |
| 2017-06-30 | $4.0M | 16k | 243.42 |
| 2017-03-31 | $4.0M | 17k | 237.29 |
| 2016-12-31 | $3.5M | 16k | 224.98 |
| 2016-09-30 | $3.6M | 17k | 217.56 |
| 2016-06-30 | $3.6M | 17k | 210.49 |
| 2016-03-31 | $6.9M | 34k | 206.65 |
| 2015-12-31 | $7.1M | 35k | 204.86 |