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iShares S&P 500 Index shares owned by NSI Retail Advisors

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

Historical chart of NSI Retail 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 NSI Retail 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 NSI Retail Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 23k 576.80
2023-06-30 $8.0M 18k 445.70
2022-06-30 $62M 163k 379.15
2022-03-31 $19M 42k 453.69

More positions owned by NSI Retail Advisors

Invesco Qqq Tr Qqq Trust Series 1 (QQQ)
Vanguard Index Tr Growth (VUG)
Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY)
Vanguard Index Tr Value (VTV)
North Sq Invstmnts T Dynamic Smcp I (ORSIX)
Select Sector Spdr Amex Financial Index (XLF)
Ishares Russell 3000 Etf (IWV)
Ishares Russell 2000 Etf (IWM)
Ishares Msci Eurozone (EZU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares High Dividnd Etf (HDV)
Vanguard World Fds Health Care Etf (VHT)
Ishares 3-7 Yr Tr Bd Etf (IEI)
North Sq Invstmnts T Advsy Rsch Acp I (ADVGX)
Spdr Series Trust Spdr Prt S&p 500 Etf (SPLG)

View all positions for NSI Retail Advisors

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index