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iShares S&P 500 Index shares owned by ZEGA Investments

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

Historical chart of ZEGA Investments 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 ZEGA Investments 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 ZEGA Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 3.0k 669.40
2025-06-30 $1.9M 3.0k 620.92

More positions owned by ZEGA Investments

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ssga Active Tr Spdr Blackstone (HYBL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Tidal Trust I Zega Buy And Hed (ZHDG)
Exxon Mobil Corporation (XOM)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Ssga Active Etf Tr Blackstone Senr (SRLN)
AFLAC Incorporated (AFL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Costco Wholesale Corporation (COST)
Tesla Motors (TSLA)
Abbvie (ABBV)

View all positions for ZEGA Investments

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index