SoundView Advisors »

iShares S&P 500 Index shares owned by SoundView Advisors

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

Historical chart of SoundView 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 SoundView Advisors 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 SoundView Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $385k 621 619.97
2025-03-31 $342k 609 561.58
2024-12-31 $357k 608 587.17

More positions owned by SoundView Advisors

Spdr Series Trust Bloomberg 3-12 M (XNTK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (OEF)
Bondbloxx Etf Trust Bloomberg Six Mn (XHYC)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus2000idx (VGSH)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Costco Wholesale Corporation (COST)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Lam Research Corp Com New (LRCX)
Vanguard Admiral Fds Midcp 400 Idx (VOOG)
Apple (AAPL)

View all positions for SoundView Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index