IVV ISHARES TR S&P 500 INDEX ETF

Ownership history in BLAIR WILLIAM & CO/IL  ·  65 quarters on record

AI Ownership Summary

BLAIR WILLIAM & CO/IL reported ISHARES TR S&P 500 INDEX ETF (IVV) in 65 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.9% in 2025 Q4. The latest visible filing shows IVV at 0.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLAIR WILLIAM & CO/IL's position in ISHARES TR S&P 500 INDEX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVV was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BLAIR WILLIAM & CO/IL held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 488,420 +42,108 +9.4% 0.90% $334.5M 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 446,312 +10,169 +2.3% 0.80% $298.7M 2025-11-12 $682.40
2025 Q2 ADDED 436,143 +18,914 +4.5% 0.75% $270.8M 2025-07-24 $631.74
2025 Q1 ADDED 417,229 +6,487 +1.6% 0.71% $234.4M 2025-05-09 $559.95
2024 Q4 ADDED 410,742 +16,990 +4.3% 0.70% $241.8M 2025-02-12 $596.93
2024 Q3 ADDED 393,752 +13,360 +3.5% 0.67% $227.1M 2024-11-12 $588.50
2024 Q2 ADDED 380,392 +13,701 +3.7% 0.64% $208.2M 2024-08-12 $524.02
2024 Q1 ADDED 366,691 +15,098 +4.3% 0.61% $192.8M 2024-05-09 $509.34
2023 Q4 REDUCED 351,593 -3,581 -1.0% 0.57% $167.9M 2024-02-12 $489.00
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BLAIR WILLIAM & CO/IL and IVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLAIR WILLIAM & CO/IL reported owning IVV?

BLAIR WILLIAM & CO/IL reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in BLAIR WILLIAM & CO/IL's portfolio?

The largest reported portfolio weight for IVV was 0.90% in 2025 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when BLAIR WILLIAM & CO/IL reported 488,420 shares, equal to 0.90% of portfolio, with an estimated market value of $334.5M.

What does the chart on this IVV ownership page compare?

The chart compares BLAIR WILLIAM & CO/IL's quarterly IVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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