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iShares S&P 500 Index shares owned by Claris Financial

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

Historical chart of Claris Financial 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 Claris Financial 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 Claris Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $228k 387 588.72
2024-12-31 $228k 387 588.72

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Vanguard Value Etf Uit Exchange Traded (VTV)
Invesco Short Term Treasury Etf Uit Exchange Traded (TBLL)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Us Treasury 3 Month Billetf Uit Exchange Traded (TBIL)
Ibm Corp Common Stock (IBM)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Claris Financial

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index