iShares S&P 500 Index shares owned by Tortoise Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tortoise Investment Management
from 13F filings
Historical chart of Tortoise Investment Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Tortoise Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $102M | 152k | 669.30 |
| 2025-06-30 | $93M | 150k | 620.90 |
| 2025-03-31 | $84M | 149k | 561.90 |
| 2024-12-31 | $88M | 150k | 588.68 |
| 2024-09-30 | $88M | 152k | 576.82 |
| 2024-06-30 | $84M | 153k | 547.23 |
| 2024-03-31 | $80M | 152k | 525.73 |
| 2023-12-31 | $70M | 147k | 477.63 |
| 2023-09-30 | $64M | 149k | 429.43 |
| 2023-06-30 | $67M | 151k | 445.71 |
| 2023-03-31 | $63M | 153k | 411.08 |
| 2022-12-31 | $59M | 154k | 384.21 |
| 2022-09-30 | $56M | 156k | 358.65 |
| 2022-06-30 | $60M | 158k | 379.15 |
| 2022-03-31 | $73M | 160k | 453.69 |
| 2021-12-31 | $76M | 160k | 476.99 |
| 2021-09-30 | $69M | 161k | 430.82 |
| 2021-06-30 | $70M | 163k | 429.92 |
| 2021-03-31 | $65M | 164k | 397.82 |
| 2020-12-31 | $64M | 169k | 375.39 |
| 2020-09-30 | $60M | 179k | 336.06 |
| 2020-06-30 | $60M | 193k | 309.69 |
| 2020-03-31 | $52M | 202k | 258.40 |
| 2019-12-31 | $69M | 215k | 323.24 |
| 2019-09-30 | $65M | 219k | 298.52 |
| 2019-06-30 | $71M | 240k | 294.75 |
| 2019-03-31 | $70M | 246k | 284.56 |
| 2018-12-31 | $62M | 246k | 251.61 |
| 2018-09-30 | $68M | 231k | 292.73 |
| 2018-06-30 | $63M | 230k | 273.05 |
| 2018-03-31 | $60M | 227k | 265.37 |
| 2017-12-31 | $60M | 222k | 268.85 |
| 2017-09-30 | $57M | 225k | 252.93 |
| 2017-06-30 | $54M | 224k | 243.41 |
| 2017-03-31 | $52M | 220k | 237.27 |
| 2016-12-31 | $48M | 212k | 224.99 |
| 2016-09-30 | $47M | 216k | 217.56 |
| 2016-06-30 | $46M | 218k | 210.50 |
| 2016-03-31 | $44M | 212k | 206.65 |
| 2015-12-31 | $37M | 180k | 204.87 |
| 2015-09-30 | $35M | 182k | 192.71 |
| 2015-06-30 | $38M | 183k | 207.22 |
| 2015-03-31 | $37M | 178k | 207.83 |
| 2014-12-31 | $36M | 173k | 206.87 |
| 2014-09-30 | $34M | 170k | 198.26 |
| 2014-06-30 | $30M | 155k | 197.00 |
| 2014-03-31 | $23M | 123k | 188.14 |
| 2013-12-31 | $12M | 66k | 185.65 |
| 2013-09-30 | $9.1M | 54k | 168.90 |
| 2013-06-30 | $7.6M | 48k | 160.88 |
| 2013-03-31 | $5.2M | 33k | 157.35 |
| 2012-12-31 | $4.6M | 33k | 143.13 |
More positions owned by Tortoise Investment Management
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