IVV ISHARES-S&P 500

Ownership history in MARSHALL WACE, LLP  ·  11 quarters on record

This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in ISHARES-S&P 500 (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
20.23% (2025 Q4)
Avg. % of fund
14.46%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 32,452,900 +4,928,585 +17.9% 20.23% $22.23B $683.12
2025 Q3 ADDED 27,524,315 +6,101,936 +28.5% 18.68% $18.42B $665.17
2025 Q2 REDUCED 21,422,379 -2,269,829 -9.6% 14.98% $13.30B $615.21
2025 Q1 ADDED 23,692,208 +85,208 +0.4% 16.90% $13.31B $555.02
2024 Q4 ADDED 23,607,000 +446,000 +1.9% 16.71% $13.90B $579.67
2024 Q3 ADDED 23,161,000 +648,000 +2.9% 16.27% $13.36B $566.00
2024 Q2 ADDED 22,513,000 +5,774,400 +34.5% 16.45% $12.32B $534.89
2024 Q1 ADDED 16,738,600 +53,600 +0.3% 13.40% $8.80B $512.33
2023 Q4 ADDED 16,685,000 +7,667,000 +85.0% 13.50% $7.97B $463.98
2023 Q3 ADDED 9,018,000 +4,304,056 +91.3% 7.84% $3.87B $415.48
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% of Fund (quarterly)    IVV price (monthly, adj. close)
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