HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND IVV — ISHARES TR

Ownership history in HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND  ·  8 quarters on record

AI Ownership Summary

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND reported ISHARES TR (IVV) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 3.17% in 2024 Q4. The latest visible filing shows IVV at 2.82% 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 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND'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
2026 Q2

IVV was reported at 2.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.17% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND fund profile HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND full holdings
How HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 2,678,964 +32,140 +1.2% 2.82% $2.01B 2026-08-13 $779.22
2026 Q1 REDUCED — — — 2,646,824 -2,407 -0.1% 2.78% $1.73B 2026-05-14 $747.39
2025 Q4 ADDED — — — 2,649,231 +37,788 +1.4% 3.04% $1.81B 2026-02-13 $679.15
2025 Q3 ADDED — — — 2,611,443 +6,228 +0.2% 3.16% $1.75B 2025-11-13 $667.55
2025 Q2 ADDED — — — 2,605,215 +45,124 +1.8% 3.15% $1.62B 2025-08-13 $638.61
2025 Q1 ADDED — — — 2,560,091 +7,800 +0.3% 3.07% $1.44B 2025-05-14 $579.82
2024 Q4 ADDED — — — 2,552,291 +1,902,291 +292.7% 3.17% $1.50B 2025-02-14 $599.95
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVV

As of 2026 Q3 — sorted by position size

Alaska Permanent Fund Corp 3Y 60.14% Teramo Advisors, LLC 3Y 60.03% MKD WEALTH COACHES, LLC 3Y 7Y 56.14% Mann Financial Group, Inc. 39.63% JCSD Capital, LLC 3Y 7Y 36.49% HOME FEDERAL BANK OF TENNESSEE 3Y 7Y 36.08% Leverty Financial Group, LLC 3Y 34.96% St. Clair Advisors, LLC 32.85% FIRST HAWAIIAN BANK 3Y 7Y 32.81% Beaumont Asset Management, L.L.C. 3Y 28.2%

FAQ About HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND and IVV

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

How long has HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND reported owning IVV?

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND reported IVV across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IVV position in HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND's portfolio?

The largest reported portfolio weight for IVV was 3.17% in 2024 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2026 Q2, when HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND reported 2,678,964 shares, equal to 2.82% of portfolio, with an estimated market value of $2.01B.

What does the chart on this IVV ownership page compare?

The chart compares HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND'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 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND time their IVV position?

Based on 13F filing dates vs. subsequent IVV price moves, HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on IVV relative to SPY over the holding period was +884.5%.

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