Third View Private Wealth »

iShares S&P 500 Index shares owned by Third View Private Wealth

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Third View Private Wealth from 13F filings

Historical chart of Third View Private Wealth 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 Third View Private Wealth 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 Third View Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $733k 1.1k 653.21
2025-12-31 $753k 1.1k 684.94

More positions owned by Third View Private Wealth

NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Amazon (AMZN)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Visa Com Cl A (V)
Netflix (NFLX)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Boeing Company (BA)
Oracle Corporation (ORCL)

View all positions for Third View Private Wealth

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index