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iShares S&P 500 Index shares owned by Independent Investors

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

Historical chart of Independent Investors 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 Independent Investors 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 Independent Investors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 2.2k 525.73
2023-12-31 $893k 1.9k 477.63
2023-09-30 $812k 1.9k 429.43
2021-06-30 $258k 600 430.00

More positions owned by Independent Investors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
JPMorgan Chase & Co. Common Stock (JPM)
Johnson & Johnson Common Stock (JNJ)
Waters Corporation Common Stock (WAT)
Procter & Gamble Company Common Stock (PG)
Honeywell International Common Stock (HON)
Amgen Common Stock (AMGN)
AbbVie Common Stock (ABBV)
Exxon Mobil Corporation Common Stock (XOM)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Boeing Company Common Stock (BA)
Qualcomm Common Stock (QCOM)
Nike Common Stock (NKE)
Walt Disney Company Common Stock (DIS)

View all positions for Independent Investors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index