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iShares S&P 500 Index shares owned by Whitney & Company

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

Historical chart of Whitney & 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 Whitney & 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 Whitney & Company

Quarter filed Position value Share count Share price at filing
2025-12-31 $353k 515 684.81

More positions owned by Whitney & Company

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Doubleline Etf Trust Opportunistic Co (DBND)
Charles Schwab Corporation (SCHW)
Visa Com Cl A (V)

View all positions for Whitney & Company

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index