Investment Advisory Services Group »

iShares S&P 500 Index shares owned by Investment Advisory Services Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Investment Advisory Services Group from 13F filings

Historical chart of Investment Advisory Services Group 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 Investment Advisory Services Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Investment Advisory Services Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $25M 37k 684.94

More positions owned by Investment Advisory Services Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Covington Trust High Divid Etf (FDVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Apple (AAPL)

View all positions for Investment Advisory Services Group

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