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iShares S&P 500 Index shares owned by Optima Capital

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

Historical chart of Optima Capital 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 Optima Capital 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 Optima Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $353k 527 669.15
2025-06-30 $301k 484 621.63
2025-03-31 $289k 515 561.97
2024-12-31 $3.6M 6.1k 588.65

More positions owned by Optima Capital

Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Optima Capital

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