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iShares S&P 500 Index shares owned by Henson-Edgewater Management

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

Historical chart of Henson-Edgewater Management 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 Henson-Edgewater Management 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 Henson-Edgewater Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $387k 592 653.21
2025-12-31 $424k 619 684.94

More positions owned by Henson-Edgewater Management

Apple (AAPL)
Palantir Technologies Cl A (PLTR)
Bank of America Corporation (BAC)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
NVIDIA Corporation (NVDA)
Advanced Micro Devices (AMD)
Boeing Company (BA)
Costco Wholesale Corporation (COST)
Energy Transfer Com Ut Ltd Ptn (ET)
JPMorgan Chase & Co. (JPM)

View all positions for Henson-Edgewater Management

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