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iShares S&P 500 Index shares owned by AlTi Global

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

Historical chart of AlTi Global 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 AlTi Global 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 AlTi Global

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 43k 525.74
2023-12-31 $21M 43k 477.63

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Uber Technologies (UBER)

View all positions for AlTi Global

Top funds holding iShares S&P 500 Index

BlackRock
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Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index