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iShares S&P 500 Index shares owned by Usa Financial Formulas

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

Historical chart of Usa Financial Formulas 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 Usa Financial Formulas 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 Usa Financial Formulas

Quarter filed Position value Share count Share price at filing
2026-06-30 $57M 76k 748.89

More positions owned by Usa Financial Formulas

BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Basic Ma Us Bas Mtl Etf (IYM)
iShares Russell 2000 ETF Russell 2000 Etf (IWM)
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)
iShares Core S&P 500 Core S&p500 Etf (IVV)
BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm Unit Ben Int (GSG)
iShares iBoxx USD Inv Grade Corp Bond ETF Iboxx Inv Cp Etf (LQD)
iShares U.S. Technology ETF Us Tech Etf (IYW)
iShares iBoxx USD High Yield Corp Bond ETF Iboxx Hi Yd Etf (HYG)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm Us Telecom Etf (IYZ)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Energy E Energy Etf (IYE)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Allianzim Us Equ (SIXO)
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS)

View all positions for Usa Financial Formulas

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index