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iShares S&P 500 Index shares owned by Caerus Investment Advisors

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

Historical chart of Caerus Investment 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 Caerus Investment 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 Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 4.2k 684.94
2023-12-31 $334k 700 477.63
2023-09-30 $301k 700 429.43
2023-06-30 $312k 700 445.71
2023-03-31 $288k 700 411.08
2022-12-31 $269k 700 384.21
2022-09-30 $1.2M 3.4k 358.52
2022-06-30 $1.2M 3.3k 379.27
2022-03-31 $214k 535 400.00
2021-12-31 $255k 535 476.64

More positions owned by Caerus Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Figma Class A Com Stk (FIG)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Nasdaq 100 Cover (QYLD)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Equity Market (DFUS)
Amazon (AMZN)

View all positions for Caerus Investment Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index