iShares S&P 500 Index shares owned by Clear Investment Research
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Clear Investment Research
from 13F filings
Historical chart of Clear Investment Research investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Clear Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $8.9M | 16k | 547.23 |
| 2024-03-31 | $8.4M | 16k | 525.74 |
| 2023-12-31 | $7.8M | 16k | 477.64 |
| 2023-09-30 | $5.1M | 12k | 429.44 |
| 2023-06-30 | $5.3M | 12k | 445.72 |
| 2023-03-31 | $4.9M | 12k | 411.08 |
| 2022-12-31 | $4.5M | 12k | 384.24 |
| 2022-09-30 | $4.3M | 12k | 358.70 |
| 2022-06-30 | $4.6M | 12k | 379.20 |
| 2022-03-31 | $5.3M | 12k | 453.67 |
| 2021-12-31 | $6.0M | 13k | 477.02 |
| 2021-09-30 | $5.7M | 13k | 430.85 |
| 2021-06-30 | $5.5M | 13k | 429.93 |
| 2021-03-31 | $5.1M | 13k | 397.86 |
| 2020-12-31 | $4.9M | 13k | 375.42 |
| 2020-09-30 | $4.4M | 13k | 336.09 |
| 2020-06-30 | $4.2M | 14k | 309.69 |
| 2020-03-31 | $3.7M | 14k | 258.43 |
| 2019-12-31 | $4.6M | 14k | 323.23 |
| 2019-09-30 | $4.2M | 14k | 298.52 |
| 2019-06-30 | $4.0M | 14k | 294.78 |
| 2019-03-31 | $2.8M | 9.9k | 284.56 |
| 2018-12-31 | $2.5M | 10k | 251.63 |
| 2018-09-30 | $2.7M | 9.1k | 292.76 |
| 2018-06-30 | $15M | 55k | 265.38 |
| 2018-03-31 | $15M | 55k | 265.38 |
| 2017-12-31 | $15M | 55k | 268.85 |
| 2017-09-30 | $14M | 57k | 252.93 |
| 2017-06-30 | $12M | 48k | 243.41 |
| 2017-03-31 | $13M | 53k | 237.28 |
| 2016-12-31 | $12M | 52k | 224.99 |
| 2016-09-30 | $11M | 48k | 217.57 |
| 2016-06-30 | $4.3M | 20k | 210.50 |
| 2016-03-31 | $6.9M | 33k | 206.65 |
| 2015-12-31 | $6.6M | 32k | 204.86 |
| 2015-09-30 | $5.7M | 29k | 192.71 |
| 2015-06-30 | $6.1M | 29k | 207.21 |
| 2015-03-31 | $5.8M | 28k | 207.84 |