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iShares S&P 500 Index shares owned by Collaborative Capital Advisors

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

Historical chart of Collaborative 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 Collaborative Capital 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 Collaborative Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $20M 27k 748.82

More positions owned by Collaborative Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Ishares Gold Tr Ishares New (IAU)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Collaborative Capital Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Marshall Wace
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Creative Planning
Morgan Stanley
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
Citadel Advisors
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon

View all funds holding iShares S&P 500 Index