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iShares S&P 500 Index shares owned by Colter Lewis Investment Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Colter Lewis Investment Partners from 13F filings

Historical chart of Colter Lewis Investment Partners 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 Colter Lewis Investment Partners 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 Colter Lewis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.1M 10k 684.93

More positions owned by Colter Lewis Investment Partners

American Express Company (AXP)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Alps Etf Tr Alerian Mlp (AMLP)
Tesla Motors (TSLA)

View all positions for Colter Lewis Investment Partners

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index