Capital Advisors »

iShares S&P 500 Index shares owned by Capital Advisors

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

Historical chart of Capital 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 Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 2.3k 576.84
2024-06-30 $1.3M 2.3k 547.14
2024-03-31 $1.2M 2.3k 525.61
2023-12-31 $1.1M 2.3k 477.83
2023-09-30 $993k 2.3k 429.31
2023-06-30 $1.0M 2.3k 445.74
2023-03-31 $916k 2.2k 410.95
2022-12-31 $856k 2.2k 384.03
2022-09-30 $799k 2.2k 358.46
2022-06-30 $845k 2.2k 379.09
2022-03-31 $1.0M 2.2k 453.53
2021-12-31 $1.1M 2.2k 477.10
2021-09-30 $969k 2.2k 430.86
2021-06-30 $967k 2.2k 429.97
2021-03-31 $1.1M 5.0k 214.92
2020-12-31 $844k 2.2k 375.28
2020-09-30 $756k 2.2k 336.15
2020-06-30 $696k 2.2k 309.47
2020-03-31 $590k 2.3k 258.32
2019-12-31 $1.0M 3.2k 323.15
2019-09-30 $535k 1.8k 298.72
2019-06-30 $229k 778 294.34
2019-03-31 $232k 814 285.01
2018-12-31 $214k 850 251.76
2018-09-30 $249k 850 292.94
2018-06-30 $248k 907 273.43
2018-03-31 $257k 968 265.50
2017-12-31 $302k 1.1k 268.68
2017-09-30 $309k 1.2k 253.07
2017-06-30 $300k 1.2k 243.31
2017-03-31 $327k 1.4k 237.13
2016-12-31 $310k 1.4k 224.80
2016-09-30 $329k 1.5k 217.31
2016-06-30 $339k 1.6k 210.69
2016-03-31 $333k 1.6k 206.96
2015-12-31 $396k 1.9k 205.08
2015-09-30 $30k 154 194.81
2015-06-30 $32k 154 207.79
2015-03-31 $32k 154 207.79
2014-12-31 $32k 154 207.79
2014-09-30 $30k 154 194.81
2014-06-30 $30k 154 194.81
2014-03-31 $29k 154 188.31
2013-12-31 $29k 154 188.31