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iShares S&P 500 Index shares owned by Essential Partners

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

Historical chart of Essential Partners 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 Essential Partners 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 Essential Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.5M 5.4k 653.19
2025-12-31 $3.5M 5.1k 684.98
2025-09-30 $3.3M 4.9k 669.30
2025-06-30 $2.9M 4.7k 620.90

More positions owned by Essential Partners

Sprott Gold Convert to Physical Cef (PHYS)
Comfort Sys Usa Stock (FIX)
Nvidia Corporation Stock (NVDA)
Schwab Fundamental Int'l Broad Etf (FNDF)
iShares S&P 500 Etf (IVV)
Schwab Fundamental U.S. Broad Etf (FNDB)
Vanguard Short-Term USTS Etf (VGSH)
General Mtrs Stock (GM)
Ge Aerospace Stock (GE)
Merck & Co Stock (MRK)
Technipfmc Stock (FTI)
Ge Vernova Stock (GEV)
Teradyne Stock (TER)
Incyte Corp Stock (INCY)
Pnc Finl Svcs Group Stock (PNC)

View all positions for Essential Partners

Top funds holding iShares S&P 500 Index

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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