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iShares S&P 500 Index shares owned by Holderness Investments

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

Historical chart of Holderness Investments 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 Holderness Investments 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 Holderness Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $503k 854 588.82
2024-09-30 $785k 1.4k 576.91

More positions owned by Holderness Investments

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Applied Materials (AMAT)
Broadcom (AVGO)
Oracle Corporation (ORCL)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
International Business Machines (IBM)
Costco Wholesale Corporation (COST)
Caterpillar (CAT)
Exxon Mobil Corporation (XOM)

View all positions for Holderness Investments

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Royal Bank of Canada
Bank of New York Mellon
Jones Financial Companies, L.L
Prudential Financial
LPL Financial

View all funds holding iShares S&P 500 Index