iShares S&P 500 Index shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236M | 353k | 669.30 |
| 2025-06-30 | $150M | 241k | 620.90 |
| 2025-03-31 | $124M | 221k | 561.90 |
| 2024-12-31 | $158M | 268k | 588.68 |
| 2024-09-30 | $144M | 249k | 576.82 |
| 2024-06-30 | $119M | 218k | 547.23 |
| 2024-03-31 | $90M | 171k | 525.73 |
| 2023-12-31 | $13M | 27k | 477.62 |
| 2023-09-30 | $4.0M | 9.3k | 429.41 |
| 2023-06-30 | $4.6M | 10k | 445.71 |
| 2023-03-31 | $4.3M | 11k | 411.08 |
| 2022-12-31 | $4.2M | 11k | 384.21 |
| 2022-09-30 | $4.0M | 11k | 358.70 |
| 2022-06-30 | $4.4M | 12k | 379.13 |
| 2022-03-31 | $5.4M | 12k | 453.67 |
| 2021-12-31 | $7.1M | 15k | 476.99 |
| 2021-09-30 | $6.3M | 15k | 430.80 |
| 2021-06-30 | $6.4M | 15k | 429.94 |
| 2021-03-31 | $6.1M | 15k | 397.85 |
| 2020-12-31 | $6.1M | 16k | 375.38 |
| 2020-09-30 | $5.6M | 17k | 336.06 |
| 2020-06-30 | $5.3M | 17k | 309.67 |
| 2020-03-31 | $7.5M | 29k | 258.41 |
| 2019-12-31 | $11M | 32k | 323.26 |
| 2019-09-30 | $11M | 38k | 298.52 |
| 2019-06-30 | $12M | 40k | 294.76 |
| 2019-03-31 | $12M | 43k | 284.57 |
| 2018-12-31 | $14M | 55k | 251.62 |
| 2018-06-30 | $36M | 132k | 273.05 |
| 2018-03-31 | $137M | 137k | 1000.00 |
| 2017-12-31 | $40M | 148k | 268.85 |
| 2017-09-30 | $37M | 145k | 252.93 |
| 2017-06-30 | $840k | 3.4k | 243.55 |
| 2017-03-31 | $971k | 4.1k | 237.29 |
| 2016-12-31 | $1.2M | 5.6k | 224.92 |
| 2016-09-30 | $812k | 3.7k | 217.46 |
| 2016-06-30 | $25M | 120k | 210.50 |
| 2016-03-31 | $5.0M | 24k | 206.65 |
| 2015-12-31 | $6.5M | 32k | 204.87 |
| 2015-09-30 | $6.1M | 32k | 192.71 |
| 2015-06-30 | $31M | 148k | 207.22 |
| 2015-03-31 | $28M | 136k | 207.83 |
| 2014-12-31 | $24M | 116k | 206.87 |
| 2014-09-30 | $14M | 73k | 198.26 |
| 2014-06-30 | $5.6M | 28k | 197.01 |
| 2014-03-31 | $178k | 945 | 188.36 |
| 2013-12-31 | $175k | 945 | 185.19 |
| 2013-09-30 | $173k | 1.0k | 168.45 |
| 2013-06-30 | $152k | 945 | 160.85 |
| 2013-03-31 | $149k | 945 | 157.67 |
| 2012-12-31 | $135k | 945 | 142.86 |