Marathon Strategic Advisors »

iShares S&P 500 Index shares owned by Marathon Strategic Advisors

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

Historical chart of Marathon Strategic 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 Marathon Strategic Advisors 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 Marathon Strategic Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 16k 669.28
2025-06-30 $9.9M 16k 620.88
2025-03-31 $9.0M 16k 561.91
2024-12-31 $9.7M 16k 588.69
2024-09-30 $9.8M 17k 576.83
2024-06-30 $9.8M 18k 547.24
2023-12-31 $8.8M 18k 477.64

More positions owned by Marathon Strategic Advisors

SPDR DJ Wilshire Mid Cap (SPMD)
SPDR DJ Wilshire Large Cap (SPLG)
SPDR S&P Emerging Markets (SPEM)
iShares S&P 500 Index (IVV)
SPDR S&P World ex-US (SPDW)
Vanguard Europe Pacific ETF (VEA)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Vanguard REIT ETF (VNQ)
Vanguard Mid-Cap ETF (VO)
Vanguard Emerging Markets ETF (VWO)
BlackRock Floating Rate Income Strat. Fn (FRA)
Calamos Conv. Opptys. & Income Fund (CHI)
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ)
Spdr Ser Tr spdr russel 2000 (SPSM)
WisdomTree SmallCap Dividend Fund (DES)

View all positions for Marathon Strategic 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