May Louie »

iShares S&P 500 Index shares owned by May Louie

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

Historical chart of May Louie 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 May Louie 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 May Louie

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 7.0k 669.30
2025-06-30 $4.6M 7.4k 620.90
2025-03-31 $4.4M 7.8k 561.90
2024-12-31 $4.8M 8.1k 588.68

More positions owned by May Louie

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Pfd And Incm Sec (PFF)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spotify Technology S A SHS (SPOT)
Oracle Corporation (ORCL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Sh Tsr (SPTS)

View all positions for May Louie

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