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iShares S&P 500 Index shares owned by NBZ Investment Advisors

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

Historical chart of NBZ Investment 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 NBZ Investment 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 NBZ Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $935k 1.4k 669.30
2025-06-30 $867k 1.4k 620.90

More positions owned by NBZ Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Tidal Trust I Fundstrat Granny (GRNY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
T Rowe Price Etf Us Equity Resear (TSPA)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Capitol Ser Tr Fairlead Tactica (TACK)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Aim Etf Products Trust Allianzim Us Eq (FEBU)
Ark Etf Tr Innovation Etf (ARKK)
Apple (AAPL)
T Rowe Price Etf Price Blue Chip (TCHP)
NVIDIA Corporation (NVDA)

View all positions for NBZ Investment Advisors

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