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iShares S&P 500 Index shares owned by Schear Investment Advisers

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

Historical chart of Schear Investment Advisers 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 Schear Investment Advisers 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 Schear Investment Advisers

Quarter filed Position value Share count Share price at filing
2026-09-30 $20M 26k 765.85

More positions owned by Schear Investment Advisers

Space Exploration Techn Corp Class A Com Stk (SPCX)
Parker-Hannifin Corporation (PH)
Progressive Corporation (PGR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Spdr Series Trust ST STR P500GRW (SPYG)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Advanced Micro Devices (AMD)
Spdr Series Trust St Str P500val (SPYV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Schear Investment Advisers

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services
CalPERS

View all funds holding iShares S&P 500 Index