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iShares S&P 500 Index shares owned by Intellus Advisors

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

Historical chart of Intellus 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 Intellus 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 Intellus Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $809k 1.2k 669.30
2025-06-30 $902k 1.5k 620.90
2025-03-31 $342k 609 561.90

More positions owned by Intellus Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Gold Tr Ishares Ishares New (IAU)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Jpmorgan U.s. Quality Factor Etf Us Qualty Fctr (JQUA)
American Century Quality Diversified International Etf Quality Divrsfed (QINT)
Hartford Multifactor Developed Markets Hartford Mlt Etf (RODM)
J P Morgan Etf Active Value Etf Active Value Etf (JAVA)
First Trust Value Line Dividend Index Fund SHS (FVD)
Cambria Shareholder Yield Etf Shshld Yield Etf (SYLD)
First Trust Nasdaq Rising Dividend Achievers Risng Divd Achiv (RDVY)
Apple (AAPL)
Wheaton Precious Metals Corp (WPM)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Franco-Nevada Corporation (FNV)
JPMorgan Chase & Co. (JPM)

View all positions for Intellus 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