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iShares S&P 500 Index shares owned by Wellington Management Company

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

Historical chart of Wellington Management Company 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 Wellington Management Company 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 Wellington Management Company

Quarter filed Position value Share count Share price at filing
2023-12-31 $180M 378k 477.63
2023-09-30 $165M 385k 429.43
2023-06-30 $191M 428k 445.71
2023-03-31 $182M 442k 411.08
2022-12-31 $165M 430k 384.21
2022-03-31 $207M 457k 453.70
2021-12-31 $198M 415k 477.02
2021-09-30 $5.7M 13k 430.85
2021-06-30 $11M 26k 429.92
2021-03-31 $766k 1.9k 397.92
2020-12-31 $723k 1.9k 375.58
2020-09-30 $647k 1.9k 336.10
2020-06-30 $596k 1.9k 309.61
2020-03-31 $497k 1.9k 258.18
2019-12-31 $622k 1.9k 323.12
2019-09-30 $575k 1.9k 298.70
2019-06-30 $567k 1.9k 294.55
2016-12-31 $120M 531k 224.99