IVV ISHARES S&P 500 INDEX SP500IN

Ownership history in CADINHA & CO LLC  ·  51 quarters on record

AI Ownership Summary

CADINHA & CO LLC reported ISHARES S&P 500 INDEX SP500IN (IVV) in 51 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.7% in 2025 Q4. The latest visible filing shows IVV at 4.70% 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 CADINHA & CO LLC's position in ISHARES S&P 500 INDEX SP500IN, 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 4.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.7% 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 Q3 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 CADINHA & CO LLC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 44,435 +1,850 +4.3% 4.70% $30.4M 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 42,585 +48 +0.1% 3.87% $28.5M 2025-10-17 $663.57
2025 Q2 ADDED 42,537 +8,728 +25.8% 4.38% $26.4M 2025-07-31 $629.08
2025 Q1 REDUCED 33,809 -13,896 -29.1% 4.08% $19.0M 2025-04-04 $501.39
2024 Q4 ADDED 47,705 +7,742 +19.4% 4.66% $28.1M 2025-01-16 $585.52
2024 Q3 REDUCED 39,963 -243 -0.6% 3.94% $23.1M 2024-10-09 $568.98
2024 Q2 REDUCED 40,206 -841 -2.0% 4.08% $22.0M 2024-07-31 $540.84
2024 Q1 ADDED 41,047 +523 +1.3% 3.71% $21.6M 2024-05-02 $494.53
2023 Q4 ADDED 40,524 +2,726 +7.2% 3.09% $19.4M 2024-01-24 $473.68
2023 Q3 REDUCED 37,798 -835 -2.2% 3.59% $16.2M 2023-11-02 $418.66
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CADINHA & CO LLC and IVV

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

How long has CADINHA & CO LLC reported owning IVV?

CADINHA & CO LLC reported IVV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IVV position in CADINHA & CO LLC's portfolio?

The largest reported portfolio weight for IVV was 4.70% in 2025 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when CADINHA & CO LLC reported 44,435 shares, equal to 4.70% of portfolio, with an estimated market value of $30.4M.

What does the chart on this IVV ownership page compare?

The chart compares CADINHA & CO LLC'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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