IVV — iShares Tr

Ownership history in BBR PARTNERS, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which BBR PARTNERS, LLC reported a position in iShares Tr (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.29% (2024 Q2)
Avg. % of fund
2.48%
First filed
2014 Q3
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 186,242 -3,168 -1.7% 6.84% $127.6M $683.12
2025 Q3 REDUCED 189,410 -38 -0.0% 7.31% $126.8M $665.17
2025 Q2 UNCHANGED 189,448 — 0% 7.32% $117.6M $615.21
2025 Q1 ADDED 189,448 +636 +0.3% 7.52% $106.5M $555.02
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)

Other funds also holding IVV

As of 2025 Q4 — sorted by position size

Conrad N. Hilton Foundation 3Y 7Y 100.0% 26North Partners LP 3Y 100.0% SWISS RE LTD 3Y 7Y 99.26% GENWORTH FINANCIAL INC 3Y 7Y 92.41% UNC Management Company, Inc. 3Y 80.71% Michael & Susan Dell Foundation 3Y 7Y 75.69% FINANCIAL COUNSELORS INC 3Y 7Y 74.09% GR FINANCIAL GROUP, LLC 70.89% MKP Capital Management, L.L.C. 3Y 7Y 68.04% UNIVERSITY OF CHICAGO 3Y 7Y 64.86%
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