IVV ISHARES TR

Ownership history in Hirtle Callaghan & Co LLC  ·  47 quarters on record

AI Ownership Summary

Hirtle Callaghan & Co LLC reported ISHARES TR (IVV) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 11.22% in 2024 Q2. The latest visible filing shows IVV at 10.07% 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 Hirtle Callaghan & Co 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
2025 Q4

IVV was reported at 10.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.22% in 2024 Q2

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.

How Hirtle Callaghan & Co LLC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 431,704 +17,946 +4.3% 10.07% $295.7M 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 413,758 +22,622 +5.8% 9.73% $276.9M 2025-11-13 $671.28
2025 Q2 ADDED 391,136 +8,107 +2.1% 9.21% $242.9M 2025-08-14 $642.19
2025 Q1 REDUCED 383,029 -33,768 -8.1% 8.38% $215.2M 2025-05-12 $578.54
2024 Q4 REDUCED 416,797 -34,283 -7.6% 10.33% $245.4M 2025-02-11 $598.92
2024 Q3 REDUCED 451,080 -24,467 -5.1% 10.52% $260.2M 2024-11-13 $588.95
2024 Q2 REDUCED 475,547 -1,920 -0.4% 11.22% $260.2M 2024-08-13 $532.74
2024 Q1 ADDED 477,467 +365,118 +325.0% 10.70% $251.0M 2024-05-10 $510.05
2023 Q4 REDUCED 112,349 -6,535 -5.5% 2.45% $53.7M 2024-02-13 $482.43
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Hirtle Callaghan & Co 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 Hirtle Callaghan & Co LLC reported owning IVV?

Hirtle Callaghan & Co LLC reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in Hirtle Callaghan & Co LLC's portfolio?

The largest reported portfolio weight for IVV was 11.22% in 2024 Q2.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when Hirtle Callaghan & Co LLC reported 431,704 shares, equal to 10.07% of portfolio, with an estimated market value of $295.7M.

What does the chart on this IVV ownership page compare?

The chart compares Hirtle Callaghan & Co 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.

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