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iShares S&P 500 Index shares owned by Retirement Investment Advisors

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

Historical chart of Retirement Investment 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 Retirement Investment 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 Retirement Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 4.4k 684.94
2025-09-30 $2.9M 4.3k 669.30

More positions owned by Retirement Investment Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vaneck Etf Trust High Yld Munietf (HYD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Exxon Mobil Corporation (XOM)

View all positions for Retirement Investment Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index