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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

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Quarterly reported holdings in iShares S&P 500 Index by Marathon Strategic Advisors

Quarter filed Position value Share count Share price at filing
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 Large Cap (SPLG)
iShares S&P 500 Index (IVV)
SPDR S&P Emerging Markets (SPEM)
SPDR S&P World ex-US (SPDW)
SPDR DJ Wilshire Mid Cap (SPMD)
Vanguard Europe Pacific ETF (VEA)
Vanguard Global ex-US Real Est Etf2 (VNQI)
Vanguard Mid-Cap ETF (VO)
Vanguard Emerging Markets ETF (VWO)
Vanguard REIT Index Etf2 (VNQ)
Blackrock Floating Rate Income Etf (FRA)
Vaneck Vectors Junior Gold Min Etf2 (GDXJ)
Calamos Convertible Opportunit Etf (CHI)
WisdomTree SmallCap Dividend Fund (DES)
Spdr Ser Tr spdr russel 2000 (SPSM)

View all positions for Marathon Strategic Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index