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iShares S&P 500 Index shares owned by Northstar Financial Companies

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Northstar Financial Companies from 13F filings

Historical chart of Northstar Financial Companies 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 Northstar Financial Companies 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 Northstar Financial Companies

Quarter filed Position value Share count Share price at filing
2025-12-31 $736k 1.1k 684.94

More positions owned by Northstar Financial Companies

Ishares Tr Rus 1000 Etf (IWB)
Visa Com Cl A (V)
Apple (AAPL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Chevron Corporation (CVX)
Verizon Communications (VZ)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)

View all positions for Northstar Financial Companies

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
LPL Financial

View all funds holding iShares S&P 500 Index