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iShares S&P 500 Index shares owned by M.e. Allison & Co

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by M.e. Allison & Co from 13F filings

Historical chart of M.e. Allison & Co 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 M.e. Allison & Co 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 M.e. Allison & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $883k 1.3k 669.33
2025-06-30 $682k 1.1k 620.66
2025-03-31 $617k 1.1k 561.94
2024-12-31 $646k 1.1k 588.45

More positions owned by M.e. Allison & Co

Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Bloom Energy Corp Com Cl A (BE)
Broadcom (AVGO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Norwegian Cruise Line Hldg L SHS (NCLH)
At&t (T)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for M.e. Allison & Co

Top funds holding iShares S&P 500 Index

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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