Family Office Research »

iShares S&P 500 Index shares owned by Family Office Research

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

Historical chart of Family Office Research 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 Family Office Research consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Family Office Research

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 2.4k 669.33
2025-06-30 $1.5M 2.4k 621.00
2025-03-31 $1.3M 2.4k 561.90
2024-12-31 $1.6M 2.7k 588.83

More positions owned by Family Office Research

Marriott Intl Cl A (MAR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Delta Air Lines Inc Del Com New (DAL)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Russell 3000 Etf (IWV)
Raytheon Technologies Corp (RTX)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Family Office Research

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