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iShares S&P 500 Index shares owned by Fiduciary Advisors

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

Historical chart of Fiduciary 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 Fiduciary 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 Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 3.7k 669.38
2025-06-30 $2.2M 3.6k 620.85
2025-03-31 $2.0M 3.5k 561.85
2024-12-31 $2.1M 3.6k 588.71

More positions owned by Fiduciary Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Core Msci Total (IXUS)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Fiduciary 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