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

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

Historical chart of Professional 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 Professional 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 Professional Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 381 576.84
2023-12-31 $250k 523 478.06
2023-09-30 $224k 523 429.15
2023-03-31 $271k 597 453.88
2022-09-30 $159k 443 358.92
2022-06-30 $149k 394 378.17
2022-03-31 $271k 597 453.94
2021-12-31 $216k 454 475.77
2021-09-30 $126k 291 432.99
2021-06-30 $123k 286 430.07
2021-03-31 $40k 101 396.04
2020-12-31 $44k 116 379.31
2020-09-30 $41k 125 328.00
2019-12-31 $674k 2.1k 323.26