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iShares S&P 500 Index shares owned by Capital Asset Managemnet

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

Historical chart of Capital Asset Managemnet 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 Asset Managemnet 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 Capital Asset Managemnet

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 5.0k 699.76

More positions owned by Capital Asset Managemnet

Vanguard Index Fds Equities (VOO)
Vanguard Index Fds Equities (VTI)
Vanguard Tax-managed Fds Equities (VEA)
Ishares Tr Equities (IVE)
Ishares Tr Equities (IVW)
Ishares Tr Equities (IVV)
Apple Equities (AAPL)
Blackrock Etf Trust Equities (DYNF)
Ishares Equities (IEMG)
Nvidia Corporation Equities (NVDA)
Ishares Tr Equities (IUSB)
Ishares Tr Equities (OEF)
Vanguard Charlotte Fds Equities (BNDX)
Invesco Qqq Tr Equities (QQQ)
Ishares Tr Equities (EFV)

View all positions for Capital Asset Managemnet

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index