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iShares S&P 500 Index shares owned by Counterpoint Mutual Funds

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Counterpoint Mutual Funds from 13F filings

Historical chart of Counterpoint Mutual Funds 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 Counterpoint Mutual Funds 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 Counterpoint Mutual Funds

Quarter filed Position value Share count Share price at filing
2025-09-30 $56M 84k 669.30
2025-06-30 $52M 84k 620.90
2024-12-31 $84M 142k 588.68

More positions owned by Counterpoint Mutual Funds

Ishares Tr Broad Usd High (USHY)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Series Trust Bloomberg High Y (JNK)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iii Counterpoint Qua (CPAI)
Vaneck Etf Trust High Yld Munietf (HYD)
Resideo Technologies (REZI)
TreeHouse Foods (THS)
Par Pac Holdings Com New (PARR)
Centene Corporation (CNC)
Vestis Corporation Com Shs (VSTS)
Tutor Perini Corporation (TPC)
Helen Of Troy (HELE)
Xplr Infrastructure Com Unit Part In (XIFR)
Bumble Com Cl A (BMBL)

View all positions for Counterpoint Mutual Funds

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