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iShares S&P 500 Index shares owned by Naples Global Advisors

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

Historical chart of Naples Global 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 Naples Global 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 Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 33k 477.63
2023-09-30 $12M 28k 431.37
2023-06-30 $12M 27k 445.70
2023-03-31 $9.7M 24k 411.08
2022-12-31 $9.3M 24k 384.21
2022-09-30 $18M 49k 358.64
2022-06-30 $16M 41k 379.15
2022-03-31 $14M 30k 453.68
2021-12-31 $8.9M 19k 476.99
2021-09-30 $7.1M 17k 430.86
2021-06-30 $6.4M 15k 429.90
2021-03-31 $5.9M 15k 397.82
2020-12-31 $5.2M 14k 375.38
2020-09-30 $4.2M 13k 336.02
2020-06-30 $3.6M 12k 309.72
2020-03-31 $2.9M 11k 258.38
2019-12-31 $4.0M 12k 323.25
2019-09-30 $2.4M 7.9k 298.57
2019-06-30 $1.9M 6.4k 294.77
2019-03-31 $1.0M 3.5k 284.63
2018-12-31 $894k 3.4k 260.64
2018-09-30 $850k 3.1k 272.96
2018-06-30 $850k 3.1k 272.96
2018-03-31 $823k 3.1k 265.31
2017-12-31 $828k 3.1k 268.83
2017-09-30 $779k 3.1k 252.92
2017-06-30 $750k 3.1k 243.51
2017-03-31 $723k 3.0k 237.20
2016-12-31 $618k 2.7k 224.89
2016-09-30 $557k 2.6k 217.41
2016-06-30 $539k 2.6k 210.38
2016-03-31 $529k 2.6k 206.48
2015-12-31 $470k 2.3k 205.06
2015-09-30 $235k 1.2k 192.31

More positions owned by Naples Global Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Home Depot (HD)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
JPMorgan Chase & Co. (JPM)
Merck & Co (MRK)
Amgen (AMGN)
Ishares Tr Core S&p Mcp Etf (IJH)
Accenture Plc Ireland Shs Class A (ACN)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Naples Global Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index