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iShares S&P 500 Index shares owned by Morningstar Investment Services

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

Historical chart of Morningstar Investment Services 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 Morningstar Investment Services 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 Morningstar Investment Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.2M 2.2k 561.95
2024-12-31 $3.3M 5.7k 588.63
2024-09-30 $86M 151k 574.07
2024-03-31 $76M 145k 525.72
2023-12-31 $137M 285k 479.00
2023-09-30 $58M 136k 430.37
2023-06-30 $60M 136k 439.92
2023-03-31 $63M 156k 404.78
2022-12-31 $61M 159k 384.79
2022-09-30 $62M 162k 381.55
2022-06-30 $64M 167k 382.40
2022-03-31 $60M 130k 461.61
2021-12-31 $58M 122k 477.07
2021-09-30 $48M 110k 436.12
2021-06-30 $46M 106k 429.54
2021-03-31 $39M 99k 396.27
2020-12-31 $37M 99k 375.39
2020-09-30 $35M 104k 333.60
2020-06-30 $32M 106k 305.66
2020-03-31 $30M 112k 262.36
2019-12-31 $35M 107k 323.20
2019-09-30 $32M 107k 298.31
2019-06-30 $31M 105k 294.75
2019-03-31 $31M 108k 284.56
2018-12-31 $26M 104k 251.61
2018-09-30 $36M 122k 292.73
2018-06-30 $28M 102k 273.05
2018-03-31 $23M 86k 265.37
2017-12-31 $20M 73k 268.85
2017-09-30 $19M 75k 252.93
2017-06-30 $15M 59k 243.41
2017-03-31 $9.6M 41k 237.27
2016-12-31 $8.1M 36k 224.98
2016-09-30 $7.6M 35k 217.56
2016-06-30 $8.3M 39k 211.14
2016-03-31 $8.2M 40k 206.65

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Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Scottsdale Fds Int-term Gov (VGIT)
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Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)
Microsoft Corporation (MSFT)
Booking Holdings (BKNG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Charles Schwab Corporation (SCHW)
Spdr Series Trust Portfolio Sm Etf (SPSM)
Philip Morris International (PM)
JPMorgan Chase & Co. (JPM)

View all positions for Morningstar Investment Services

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