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iShares S&P 500 Index shares owned by Shade Tree Advisors

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

Historical chart of Shade Tree 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 Shade Tree 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 Shade Tree Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 2.7k 684.88

More positions owned by Shade Tree Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Globalfoundries Ordinary Shares (GFS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)
Putnam Etf Trust Bdc Income Etf (PBDC)
Gartner (IT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Shade Tree Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index