Veratis Advisors »

iShares S&P 500 Index shares owned by Veratis Advisors

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

Historical chart of Veratis Advisors 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 Veratis Advisors 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 Veratis Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 269 748.89

More positions owned by Veratis Advisors

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Rus 1000 Val Etf (IWD)
Lincoln Electric Holdings (LECO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Sp Smcp600vl Etf (IJS)
Wal-Mart Stores (WMT)
Apple (AAPL)
Dimensional Etf Trust Global Real Est (DFGR)
Truist Financial Corp equities (TFC)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Veratis Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Bank of America Corporation
NISA Investment Advisors
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services
CalPERS

View all funds holding iShares S&P 500 Index