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iShares S&P 500 Index shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $572M 854k 669.30
2025-06-30 $532M 856k 620.82
2025-03-31 $553M 985k 561.90
2024-12-31 $571M 970k 588.68
2024-09-30 $582M 1.0M 576.82
2024-06-30 $601M 1.1M 547.23
2024-03-31 $629M 1.2M 525.73
2023-12-31 $720M 1.5M 477.63
2023-09-30 $442M 1.0M 429.43
2023-06-30 $660M 1.5M 445.71
2023-03-31 $658M 1.6M 411.08
2022-12-31 $586M 1.5M 384.21
2022-09-30 $543M 1.5M 358.65
2022-06-30 $573M 1.5M 379.15
2022-03-31 $688M 1.5M 453.69
2021-12-31 $733M 1.5M 476.99
2021-09-30 $665M 1.5M 430.82
2021-06-30 $661M 1.5M 429.92
2021-03-31 $586M 1.5M 397.82
2020-12-31 $559M 1.5M 375.39
2020-09-30 $516M 1.5M 336.06
2020-06-30 $490M 1.6M 309.69
2020-03-31 $406M 1.6M 247.47
2019-12-31 $454M 1.4M 323.24
2019-09-30 $430M 1.4M 298.52
2019-06-30 $533M 1.8M 294.75
2019-03-31 $459M 1.6M 284.56
2018-12-31 $376M 1.5M 251.61
2018-09-30 $413M 1.4M 292.73
2018-06-30 $350M 1.3M 273.05
2018-03-31 $331M 1.2M 265.37
2017-12-31 $333M 1.2M 269.79
2017-09-30 $319M 1.3M 252.93
2017-06-30 $305M 1.3M 243.41
2017-03-31 $284M 1.2M 237.27
2016-12-31 $288M 1.3M 224.99
2016-09-30 $287M 1.3M 217.56
2016-06-30 $256M 1.2M 211.00
2016-03-31 $211M 1.0M 207.08
2015-12-31 $207M 1.0M 204.87
2015-09-30 $172M 893k 192.71
2015-06-30 $170M 818k 207.22
2015-03-31 $146M 697k 209.85
2014-12-31 $117M 563k 206.87
2014-09-30 $93M 471k 198.26
2014-06-30 $85M 431k 197.00
2014-03-31 $79M 421k 188.14
2013-12-31 $75M 402k 185.65
2013-09-30 $65M 382k 168.90
2013-06-30 $59M 364k 160.88
2013-03-31 $35M 224k 157.36
2012-12-31 $32M 227k 143.14
2012-09-30 $32M 219k 144.40
2012-06-30 $30M 218k 136.75
2011-12-31 $26M 210k 125.96
2011-09-30 $3.4M 30k 113.70
2011-03-31 $4.1M 31k 133.00
2010-12-31 $3.8M 30k 126.27

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Morgan Stanley
Creative Planning
Marshall Wace
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
NISA Investment Advisors
LPL Financial
First Command Advisory Services
Northern Trust

View all funds holding iShares S&P 500 Index