IVV — IShares S&P 500 Index Fund COM

Ownership history in Cypress Capital Group  ·  64 quarters on record

This page tracks every 13F SEC filing in which Cypress Capital Group reported a position in IShares S&P 500 Index Fund COM (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
6.67% (2024 Q4)
Avg. % of fund
1.1%
First filed
2007 Q1
Last filed
2025 Q4
Quarters held
64
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 33,407 +69 +0.2% 2.56% $22.9M $684.94
2025 Q3 REDUCED 33,338 -50,781 -60.4% 2.67% $22.3M $666.94
2025 Q2 REDUCED 84,119 -4,138 -4.7% 6.50% $52.2M $616.85
2025 Q1 REDUCED 88,257 -4,098 -4.4% 6.49% $49.6M $556.50
60 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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