Sun Life Financial »

iShares S&P 500 Index shares owned by Sun Life Financial

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

Historical chart of Sun Life Financial 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 Sun Life Financial 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 Sun Life Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $55k 26k 2.09
2023-09-30 $23M 55k 429.44
2023-06-30 $24M 55k 445.71
2023-03-31 $21M 51k 411.08
2022-12-31 $20M 51k 384.21
2022-09-30 $18M 51k 358.64
2022-06-30 $19M 51k 379.15
2022-03-31 $18M 39k 453.69
2021-12-31 $14M 30k 476.99
2021-09-30 $13M 30k 430.82
2021-06-30 $13M 30k 429.91
2021-03-31 $12M 30k 397.80
2020-12-31 $11M 30k 375.40
2020-09-30 $9.9M 30k 336.06
2020-06-30 $9.2M 30k 309.70
2020-03-31 $7.6M 30k 258.40
2019-12-31 $9.6M 30k 323.25
2019-09-30 $8.8M 30k 298.51
2019-06-30 $8.7M 30k 294.76
2019-03-31 $8.4M 30k 284.56
2018-12-31 $15M 59k 251.61
2018-09-30 $17M 59k 292.73
2018-06-30 $16M 59k 273.05
2018-03-31 $59k 16k 3.77
2017-12-31 $23M 84k 268.85
2017-09-30 $21M 84k 252.93
2017-06-30 $21M 84k 243.41
2017-03-31 $84k 20k 4.21
2016-12-31 $84k 19k 4.44
2016-09-30 $34M 156k 217.56
2016-06-30 $33M 156k 210.70
2016-03-31 $32k 156k 0.21
2015-12-31 $32M 156k 204.87
2015-09-30 $30M 156k 192.71
2015-06-30 $32M 156k 207.22
2015-03-31 $40M 193k 207.83
2014-12-31 $40M 193k 206.90
2014-09-30 $38M 193k 198.26
2012-09-30 $171M 1.2M 144.40
2012-03-31 $135M 958k 141.21
2011-12-31 $55M 434k 125.96
2011-09-30 $80M 701k 113.69
2010-12-31 $50M 393k 126.25

More positions owned by Sun Life Financial

Spdr S&p 500 Etf Trust * Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Msci India Etf * Ishares Tr Msci India Etf (INDA)
Ishares Msci South Korea Etf * Ishares Inc Msci Sth Kor Etf (EWY)
Mister Car Wash (MCW)
Ishares Trust Ishares 1-5 Year Investment Grade Corporate Bond Etf * Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Qqq Trust Series 1 * Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Msci Taiwan Etf * Ishares Inc Msci Taiwan Etf (EWT)
Prologis * Prologis Inc. Com (PLD)
Ishares Esg Screened S&p 500 Etf * Ishares Tr Esg Scrnd S&p500 (XVV)
Crescent Capital Bdc * Crescent Cap Bdc Inc Com (CCAP)
Avalonbay Communities * Avalonbay Cmntys Inc Com (AVB)
Ishares Core S&p 500 Etf * Ishares Tr Core S&p500 Etf (IVV)
Digital Realty Trust * Digital Rlty Tr Inc Com (DLR)
Camden Property Trust * Camden Ppty Tr Sh Ben Int (CPT)
Vanguard S&p 500 Etf * Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Sun Life Financial

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index