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iShares S&P 500 Index shares owned by Cottage Street Advisors

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

Historical chart of Cottage Street 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 Cottage Street 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 Cottage Street Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 297 685.76

More positions owned by Cottage Street Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Blackstone Group Inc Com Cl A (BX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&P SML 600 GWT (IJT)
Visa Com Cl A (V)
Alphabet Cap Stk Cl A (GOOGL)
Accenture Plc Ireland Shs Class A (ACN)
Amazon (AMZN)

View all positions for Cottage Street Advisors

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
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index