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iShares S&P 500 Index shares owned by Cynosure Advisors

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

Historical chart of Cynosure 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 Cynosure 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 Cynosure Advisors

Quarter filed Position value Share count Share price at filing
2018-09-30 $3.3M 11k 292.69
2018-06-30 $3.1M 11k 273.02
2018-03-31 $3.0M 11k 265.40
2017-12-31 $3.0M 11k 268.82

More positions owned by Cynosure Advisors

Wells Fargo & Company (WFC)
General Electric Company
Union Pacific Corporation (UNP)
Vanguard Europe Pacific ETF (VEA)
Vanguard Emerging Markets ETF (VWO)
iShares S&P MidCap 400 Index (IJH)
iShares S&P SmallCap 600 Index (IJR)
iShares S&P 500 Index (IVV)
iShares Russell Midcap Index Fund (IWR)
iShares MSCI EAFE Index Fund (EFA)
iShares MSCI Emerging Markets Indx (EEM)
iShares Russell 2000 Index (IWM)
Caterpillar (CAT)

View all positions for Cynosure 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