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iShares S&P 500 Index shares owned by Emerald Investment Advisers

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

Historical chart of Emerald Investment Advisers 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 Emerald Investment Advisers 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 Emerald Investment Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 2.2k 653.21

More positions owned by Emerald Investment Advisers

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Eafe Etf (EFA)
Cisco Systems (CSCO)
Eli Lilly & Co. (LLY)
Lam Research Corp Com New (LRCX)
Raytheon Technologies Corp (RTX)
Wintrust Financial Corporation (WTFC)
Morgan Stanley Com New (MS)

View all positions for Emerald Investment Advisers

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index