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iShares S&P 500 Index shares owned by Clear Trail Advisors

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

Historical chart of Clear Trail 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 Clear Trail 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 Clear Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $397k 580 684.94

More positions owned by Clear Trail Advisors

Darden Restaurants (DRI)
Exxon Mobil Corporation (XOM)
General Mills (GIS)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Wal-Mart Stores (WMT)
Eaton Corp SHS (ETN)
Chevron Corporation (CVX)
Cme (CME)
Home Depot (HD)
Motorola Solutions Com New (MSI)
Marathon Petroleum Corp (MPC)

View all positions for Clear Trail Advisors

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