Sjbenen Advisory »

iShares S&P 500 Index shares owned by Sjbenen Advisory

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

Historical chart of Sjbenen Advisory 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 Sjbenen Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Sjbenen Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $892k 1.3k 684.91

More positions owned by Sjbenen Advisory

Ishares Bitcoin Trust Etf Shs Ben Int Put Option (IBIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Coinbase Global Com Cl A (COIN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Palantir Technologies Cl A (PLTR)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Msci Total (IXUS)
Proshares Tr Ultrashrt S&p500 Put Option (SDS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Sjbenen Advisory

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