IVV — ISHARES TR S&P 500 INDEX

Ownership history in CITIZENS FINANCIAL GROUP INC/RI  ·  42 quarters on record

AI Ownership Summary

CITIZENS FINANCIAL GROUP INC/RI reported ISHARES TR S&P 500 INDEX (IVV) in 42 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.85% in 2023 Q4. The latest visible filing shows IVV at 4.20% 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 CITIZENS FINANCIAL GROUP INC/RI's position in ISHARES TR S&P 500 INDEX, 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 4.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.85% in 2023 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.

IVV stock page CITIZENS FINANCIAL GROUP INC/RI fund profile CITIZENS FINANCIAL GROUP INC/RI full holdings
How CITIZENS FINANCIAL GROUP INC/RI held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 457,655 +21,143 +4.8% 4.20% $313.5M 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 436,512 +10,230 +2.4% 4.00% $292.2M 2025-10-24 $676.32
2025 Q2 REDUCED 426,282 -999 -0.2% 4.25% $264.7M 2025-08-08 $634.39
2025 Q1 REDUCED 427,281 -3,926 -0.9% 4.74% $240.1M 2025-05-09 $559.95
2024 Q4 ADDED 431,207 +4,669 +1.1% 4.95% $253.8M 2025-02-07 $594.56
2024 Q3 ADDED 426,538 +12,201 +2.9% 4.95% $246.0M 2024-11-08 $589.86
2024 Q2 ADDED 414,337 +59,280 +16.7% 5.03% $226.7M 2024-08-09 $523.76
2024 Q1 UNCHANGED 355,057 — 0% 5.85% $169.6M 2024-05-10 $510.05
2023 Q4 ADDED 355,057 +8,706 +2.5% 5.85% $169.6M 2024-02-02 $482.52
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVV

As of 2026 Q1 — sorted by position size

CenturyLink Investment Management Co 3Y 7Y 100.0% MKD WEALTH COACHES, LLC 3Y 7Y 54.6% Leverty Financial Group, LLC 3Y 37.23% HOME FEDERAL BANK OF TENNESSEE 3Y 7Y 36.07% P/E Global LLC 3Y 35.48% FIRST HAWAIIAN BANK 3Y 7Y 33.2% COREPATH WEALTH PARTNERS LLC 3Y 29.93% Single Point Partners, LLC 3Y 29.12% HICKS CAPITAL MANAGEMENT LLC 29.0% Holland Advisory Services, Inc. 3Y 28.8%

FAQ About CITIZENS FINANCIAL GROUP INC/RI and IVV

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

How long has CITIZENS FINANCIAL GROUP INC/RI reported owning IVV?

CITIZENS FINANCIAL GROUP INC/RI reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in CITIZENS FINANCIAL GROUP INC/RI's portfolio?

The largest reported portfolio weight for IVV was 5.85% in 2023 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when CITIZENS FINANCIAL GROUP INC/RI reported 457,655 shares, equal to 4.20% of portfolio, with an estimated market value of $313.5M.

What does the chart on this IVV ownership page compare?

The chart compares CITIZENS FINANCIAL GROUP INC/RI'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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