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iShares S&P 500 Index shares owned by Enclave Advisors

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

Historical chart of Enclave 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 Enclave 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 Enclave Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $57M 85k 669.30
2025-06-30 $54M 87k 620.90
2025-03-31 $48M 86k 561.90
2024-12-31 $53M 89k 588.68
2024-09-30 $51M 89k 576.82

More positions owned by Enclave Advisors

Ishares Tr Rus 1000 Etf (IWB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Aerospace Def (XAR)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Index Fds Growth Etf (VUG)
Alps Etf Tr Alerian Mlp (AMLP)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Enclave 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