IVV ISHARES TR

Ownership history in Insight Advisors, LLC/ PA  ·  21 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported ISHARES TR (IVV) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.75% in 2025 Q4. The latest visible filing shows IVV at 0.75% 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 Insight Advisors, LLC/ PA'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 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2025 Q4

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 Insight Advisors, LLC/ PA 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 REDUCED 7,199 -85 -1.2% 0.75% $4.9M 2026-02-14 (Est.) $682.94
2025 Q3 REDUCED 7,284 -24 -0.3% 0.75% $4.9M 2025-11-10 $680.59
2025 Q2 REDUCED 7,308 -19 -0.3% 0.73% $4.5M 2025-07-30 $631.67
2025 Q1 ADDED 7,327 +580 +8.6% 0.72% $4.1M 2025-04-11 $530.41
2024 Q4 UNCHANGED 6,747 0% 0.67% $4.0M 2025-01-27 $593.15
2024 Q3 ADDED 6,747 +4 +0.1% 0.67% $3.9M 2024-10-15 $571.57
2024 Q2 REDUCED 6,743 -63 -0.9% 0.67% $3.7M 2024-07-15 $551.87
2024 Q1 ADDED 6,806 +200 +3.0% 0.69% $3.6M 2024-05-06 $505.96
2023 Q4 ADDED 6,606 +479 +7.8% 0.67% $3.2M 2024-01-23 $473.32
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Insight Advisors, LLC/ PA and IVV

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

How long has Insight Advisors, LLC/ PA reported owning IVV?

Insight Advisors, LLC/ PA reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for IVV was 0.75% in 2025 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when Insight Advisors, LLC/ PA reported 7,199 shares, equal to 0.75% of portfolio, with an estimated market value of $4.9M.

What does the chart on this IVV ownership page compare?

The chart compares Insight Advisors, LLC/ PA'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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