Cooper Capital Advisors »

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

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

Historical chart of Cooper 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 Cooper Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Cooper Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 329 669.30
2025-06-30 $204k 329 620.90

More positions owned by Cooper Capital Advisors

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Index Fds Value Etf (VTV)
JPMorgan Chase & Co. (JPM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
First Tr Exchange-traded Vest Investment (LQTI)
Thornburg Etf Tr Intl Equity Etf (TXUE)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Etf Ser Solutions Defiance Quantum (QTUM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
Netflix (NFLX)

View all positions for Cooper Capital Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
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

View all funds holding iShares S&P 500 Index