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iShares S&P 500 Index shares owned by Invested Advisors

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

Historical chart of Invested 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 Invested 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 Invested Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1M 6.0k 684.94
2025-09-30 $3.0M 5.0k 592.19

More positions owned by Invested Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Microsoft Corporation (MSFT)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust State Street Spd (SPLG)
Johnson & Johnson (JNJ)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core High Dv Etf (HDV)

View all positions for Invested Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index