Global Atlantic Investment Advisors, LLC IVV — ISHARES TR

Ownership history in Global Atlantic Investment Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Global Atlantic Investment Advisors, LLC reported ISHARES TR (IVV) in 8 quarterly 13F filings .

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 Global Atlantic Investment Advisors, LLC's position in ISHARES TR, 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
—

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
—

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

Time in book
Holding Window
8 quarters

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 Global Atlantic Investment Advisors, LLC fund profile Global Atlantic Investment Advisors, LLC full holdings
How Global Atlantic Investment Advisors, LLC 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 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVV

As of 2026 Q2 — sorted by position size

GENWORTH FINANCIAL INC 3Y 7Y 92.66% FINANCIAL COUNSELORS INC 3Y 7Y 80.38% Alaska Permanent Fund Corp 3Y 68.7% MKD WEALTH COACHES, LLC 3Y 7Y 55.55% GR FINANCIAL GROUP, LLC 54.8% Ashford Advisors, LLC 3Y 52.83% Teramo Advisors, LLC 3Y 50.94% CKW FINANCIAL GROUP 3Y 7Y 46.36% Gray Private Wealth, LLC 45.11% Nationwide Fund Advisors 3Y 7Y 42.12%

FAQ About Global Atlantic Investment Advisors, 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 Global Atlantic Investment Advisors, LLC reported owning IVV?

Global Atlantic Investment Advisors, LLC reported IVV across 0 quarterly 13F filings.

What was the largest reported IVV position in Global Atlantic Investment Advisors, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for IVV in Global Atlantic Investment Advisors, LLC.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2016 Q3, when Global Atlantic Investment Advisors, LLC reported 1,535,538 shares, equal to 49.28% of portfolio, with an estimated market value of $334.1M.

What does the chart on this IVV ownership page compare?

The chart compares Global Atlantic Investment Advisors, 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.

How well did Global Atlantic Investment Advisors, LLC time their IVV position?

Based on 13F filing dates vs. subsequent IVV price moves, Global Atlantic Investment Advisors, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on IVV relative to SPY over the holding period was -0.3%.

← Back to Global Atlantic Investment Advisors, LLC Holdings