iShares S&P 500 Index shares owned by Plan
Historical chart of Plan investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.8k | 669.25 |
| 2025-06-30 | $2.9M | 4.6k | 620.96 |
| 2025-03-31 | $2.6M | 4.7k | 561.94 |
| 2024-12-31 | $2.7M | 4.5k | 588.64 |
| 2024-09-30 | $2.7M | 4.6k | 576.85 |
| 2024-06-30 | $2.5M | 4.5k | 547.29 |
| 2024-03-31 | $2.0M | 3.8k | 525.69 |
| 2023-12-31 | $1.7M | 3.6k | 477.69 |
| 2023-09-30 | $1.5M | 3.6k | 429.40 |
| 2023-06-30 | $1.6M | 3.6k | 445.65 |
| 2023-03-31 | $1.3M | 3.3k | 411.02 |
| 2022-12-31 | $1.6M | 4.1k | 384.17 |
| 2022-09-30 | $1.0M | 2.8k | 358.52 |
| 2022-06-30 | $1.1M | 3.0k | 379.13 |
| 2022-03-31 | $1.4M | 3.1k | 453.54 |
| 2021-12-31 | $1.4M | 3.0k | 476.84 |
| 2021-09-30 | $1.1M | 2.5k | 430.73 |
| 2021-06-30 | $1.1M | 2.5k | 429.89 |
| 2021-03-31 | $975k | 2.5k | 397.96 |
| 2020-12-31 | $929k | 2.5k | 375.20 |
| 2020-09-30 | $702k | 2.1k | 335.89 |
| 2020-06-30 | $1.2M | 4.0k | 309.71 |
| 2020-03-31 | $720k | 2.8k | 258.34 |
| 2019-12-31 | $2.6M | 7.9k | 323.20 |
| 2019-09-30 | $2.3M | 7.6k | 298.54 |
| 2019-06-30 | $2.2M | 7.6k | 294.71 |
| 2019-03-31 | $2.2M | 7.6k | 284.54 |
| 2018-12-31 | $2.1M | 8.2k | 251.65 |
| 2018-09-30 | $2.2M | 7.5k | 292.78 |
| 2018-06-30 | $1.8M | 6.5k | 272.98 |
| 2018-03-31 | $1.7M | 6.5k | 265.32 |
| 2017-12-31 | $1.8M | 6.6k | 268.94 |
| 2017-09-30 | $1.7M | 6.6k | 253.09 |
| 2017-06-30 | $1.4M | 5.9k | 243.26 |
| 2017-03-31 | $1.6M | 6.9k | 237.34 |
| 2016-12-31 | $1.6M | 6.9k | 224.57 |
| 2015-12-31 | $812k | 4.0k | 204.79 |
| 2015-09-30 | $764k | 4.0k | 192.69 |
| 2015-06-30 | $822k | 4.0k | 207.31 |
| 2014-09-30 | $500k | 2.5k | 198.89 |
| 2014-03-31 | $962k | 5.2k | 186.33 |
| 2013-12-31 | $408k | 2.2k | 185.45 |