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iShares S&P 500 Index shares owned by Blooom

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

Historical chart of Blooom 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 Blooom 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 Blooom

Quarter filed Position value Share count Share price at filing
2022-09-30 $281k 757 371.20
2022-06-30 $299k 784 381.38
2021-06-30 $217k 325 667.69
2021-03-31 $202k 320 631.25
2020-12-31 $200k 345 579.71

More positions owned by Blooom

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Intermed Term (BIV)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Walt Disney Company (DIS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Honeywell International (HON)

View all positions for Blooom

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
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