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iShares S&P 500 Index shares owned by Twin Focus Capital Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Twin Focus Capital Partners from 13F filings

Historical chart of Twin Focus Capital Partners 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 Twin Focus Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Twin Focus Capital Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.7M 9.6k 588.68
2024-09-30 $6.0M 10k 576.82
2024-03-31 $5.4M 10k 525.73
2023-12-31 $4.8M 10k 477.63
2023-09-30 $4.1M 9.6k 429.43
2023-06-30 $4.7M 11k 445.71
2023-03-31 $4.4M 11k 411.08
2022-12-31 $4.1M 11k 384.21
2022-09-30 $3.8M 11k 358.70
2022-06-30 $4.1M 11k 379.18
2022-03-31 $4.9M 11k 453.67
2021-12-31 $5.2M 11k 477.01
2021-09-30 $4.7M 11k 430.82
2021-06-30 $4.7M 11k 429.95
2021-03-31 $4.5M 11k 397.79
2020-12-31 $4.3M 12k 375.42
2020-09-30 $4.1M 12k 336.06
2020-06-30 $3.8M 12k 309.73
2020-03-31 $3.6M 14k 258.44
2019-12-31 $4.1M 13k 323.23
2019-09-30 $3.9M 13k 298.50
2019-06-30 $3.8M 13k 294.75
2019-03-31 $3.7M 13k 284.59
2018-12-31 $3.6M 14k 251.61
2018-09-30 $4.3M 15k 292.77
2018-06-30 $4.1M 15k 273.04
2018-03-31 $4.1M 15k 265.34
2017-12-31 $4.1M 15k 268.83
2017-09-30 $4.0M 16k 252.91
2017-06-30 $3.8M 16k 243.41
2017-03-31 $3.7M 16k 237.29
2016-12-31 $3.0M 13k 225.02
2016-09-30 $2.8M 13k 217.59
2016-06-30 $2.9M 14k 210.48
2016-03-31 $2.6M 13k 206.68
2015-12-31 $1.7M 8.4k 204.86
2015-09-30 $1.0M 5.4k 192.75
2015-06-30 $853k 4.1k 207.14
2015-03-31 $498k 2.4k 207.93

More positions owned by Twin Focus Capital Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Gold Tr Ishares New (IAU)
Dell Technologies CL C (DELL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Twin Focus Capital Partners

Top funds holding iShares S&P 500 Index

BlackRock
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Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Royal Bank of Canada
Bank of New York Mellon
Jones Financial Companies, L.L
Prudential Financial
LPL Financial

View all funds holding iShares S&P 500 Index