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iShares S&P 500 Index shares owned by Z3 Capital Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Z3 Capital Partners from 13F filings

Historical chart of Z3 Capital Partners 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 Z3 Capital Partners 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 Z3 Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $264k 403 653.79
2025-12-31 $276k 403 685.13

More positions owned by Z3 Capital Partners

ClearBridge Energy MLP Fund (EMO)
Palantir Technologies Incorporated Class A Cl A (PLTR)
Bank of America Corporation (BAC)
NVIDIA Corporation (NVDA)
Hancock John Finl Opptys Sh Ben Int Sh Ben Int New (BTO)
Blackrock Science & Technology SHS (BST)
Amazon (AMZN)
Neuberger Next Generation Common Stock (NBXG)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Pacer Fds Tr Us Large Cap Cash Cows Us Lrg Cp Cash (COWG)
Tesla Motors (TSLA)
Ft Vest Smid Rising Divid Achievers Target Ft Vest Smid (SDVD)
Microsoft Corporation (MSFT)
Blackrock Science & Technology Shs Ben Int Shs Ben Int (BSTZ)
Micron Technology (MU)

View all positions for Z3 Capital Partners

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