IVV ISHARES TR S&P 500 INDEX

Ownership history in HighTower Advisors, LLC  ·  69 quarters on record

This page tracks every 13F SEC filing in which HighTower Advisors, LLC reported a position in ISHARES TR S&P 500 INDEX (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
2.01% (2025 Q4)
Avg. % of fund
0.69%
First filed
2009 Q1
Last filed
2025 Q4
Quarters held
69
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,689,285 +73,428 +2.8% 2.01% $1.84B $683.12
2025 Q3 ADDED 2,615,857 +48,260 +1.9% 1.99% $1.75B $665.17
2025 Q2 ADDED 2,567,597 +5,442 +0.2% 2.00% $1.59B $615.21
2025 Q1 ADDED 2,562,155 +248,194 +10.7% 1.95% $1.44B $555.02
2024 Q4 ADDED 2,313,961 +32,424 +1.4% 1.86% $1.36B $579.67
2024 Q3 ADDED 2,281,537 +38,889 +1.7% 1.88% $1.32B $566.00
2024 Q2 ADDED 2,242,648 +46,346 +2.1% 1.90% $1.23B $534.89
2024 Q1 ADDED 2,196,302 +2,408 +0.1% 1.87% $1.15B $512.33
2023 Q4 ADDED 2,193,894 +71,371 +3.4% 1.76% $1.05B $463.98
2023 Q3 ADDED 2,122,523 +191,545 +9.9% 1.71% $911.4M $415.48
59 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)
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