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iShares S&P 500 Index shares owned by Orographic Financial Advisors

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

Historical chart of Orographic Financial 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 Orographic Financial 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 Orographic Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $647k 991 652.88

More positions owned by Orographic Financial Advisors

Apple (AAPL)
Exxon Mobil Corporation (XOM)
TJX Companies (TJX)
Microsoft Corporation (MSFT)
Schwab Strategic Tr us dividend eq (SCHD)
Berkshire Hathaway (BRK.B)
Vanguard Information Technology ETF (VGT)
Cisco Systems (CSCO)
At&t (T)
Howmet Aerospace (HWM)
Chevron Corporation (CVX)
SPDR Gold Trust (GLD)
Kinder Morgan (KMI)
Bristol Myers Squibb (BMY)
Alphabet Inc Class A cs (GOOGL)

View all positions for Orographic Financial Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index