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iShares S&P 500 Index shares owned by Warner Group

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

Historical chart of Warner Group 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 Warner Group 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 Warner Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $784k 1.2k 653.45

More positions owned by Warner Group

Invesco Exchange Traded Fd T Semiconductors (PSI)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchange-traded Dj Internt Idx (FDN)
Spdr Series Trust State Street Spd (XAR)
Apple (AAPL)
Global X Fds Glb X Mlp Enrg I (MLPX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded Common Shs (FDD)
First Tr Exch Trd Alphdx Euro Alphadex (FEUZ)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
First Tr Exchange-traded Dj Intl Intrnt (FDNI)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Warner Group

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Millennium Management
Goldman Sachs Group
Bank of New York Mellon
LPL Financial
Squarepoint Ops

View all funds holding iShares S&P 500 Index