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iShares S&P 500 Index shares owned by Whi Trust

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

Historical chart of Whi Trust 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 Whi Trust 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 Whi Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $26M 40k 653.21

More positions owned by Whi Trust

Ishares Core Us Aggregate Bond Fund Etf (AGG)
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Tr Barclays 7 10 Yr Etf (IEF)
Ishares Russell 3000 Index Fund Etf (IWV)
Ishares Trust 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Msci Acwi Etf (ACWI)
Ishares Msci Kld 400 Social Index Fund Etf Etf (DSI)
iShares MSCI USA ESG Select ETF Etf (SUSA)
Microsoft Corporation (MSFT)
Travelers Companies (TRV)
Apple (AAPL)
Kalaris Therapeutics (KLRS)
Ishares Msci Eafe Index Etf (EFA)
Shake Shack Inc cl a (SHAK)

View all positions for Whi Trust

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