IVV ISHARES TR

Ownership history in Bridgewater Associates, LP  ·  64 quarters on record

This page tracks every 13F SEC filing in which Bridgewater Associates, LP 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
10.62% (2025 Q3)
Avg. % of fund
2.85%
First filed
2005 Q4
Last filed
2025 Q4
Quarters held
64
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,185,589 +136,289 +3.4% 10.45% $2.87B $683.12
2025 Q3 ADDED 4,049,300 +1,739,550 +75.3% 10.62% $2.71B $665.17
2025 Q2 ADDED 2,309,750 +134,544 +6.2% 5.78% $1.43B $615.21
2025 Q1 ADDED 2,175,206 +135,863 +6.7% 5.67% $1.22B $555.02
2024 Q4 REDUCED 2,039,343 -183,491 -8.3% 5.50% $1.20B $579.67
2024 Q3 ADDED 2,222,834 +121,300 +5.8% 7.26% $1.28B $566.00
2024 Q2 ADDED 2,101,534 +4,562 +0.2% 6.00% $1.15B $534.89
2024 Q1 REDUCED 2,096,972 -25,242 -1.2% 5.57% $1.10B $512.33
2023 Q4 ADDED 2,122,214 +77,662 +3.8% 5.67% $1.01B $463.98
2023 Q3 ADDED 2,044,552 +31,144 +1.5% 5.31% $878.0M $415.48
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)
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