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
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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 |
|---|---|---|---|
| 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 |
More positions owned by Morningstar Investment Services
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