IVV ISHARES-S&P 500

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

AI Ownership Summary

MARSHALL WACE, LLP reported ISHARES-S&P 500 (IVV) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 20.23% in 2025 Q4. The latest visible filing shows IVV at 20.23% 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 MARSHALL WACE, LLP's position in ISHARES-S&P 500, 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 20.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.23% 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 MARSHALL WACE, LLP 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 32,452,900 +4,928,585 +17.9% 20.23% $22.23B 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 27,524,315 +6,101,936 +28.5% 18.68% $18.42B 2025-11-13 $671.28
2025 Q2 REDUCED 21,422,379 -2,269,829 -9.6% 14.98% $13.30B 2025-08-13 $642.17
2025 Q1 ADDED 23,692,208 +85,208 +0.4% 16.90% $13.31B 2025-05-15 $585.92
2024 Q4 ADDED 23,607,000 +446,000 +1.9% 16.71% $13.90B 2025-02-13 $603.29
2024 Q3 ADDED 23,161,000 +648,000 +2.9% 16.27% $13.36B 2024-11-14 $585.05
2024 Q2 ADDED 22,513,000 +5,774,400 +34.5% 16.45% $12.32B 2024-08-14 $534.48
2024 Q1 ADDED 16,738,600 +53,600 +0.3% 13.40% $8.80B 2024-05-15 $518.91
2023 Q4 ADDED 16,685,000 +7,667,000 +85.0% 13.50% $7.97B 2024-02-14 $486.73
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MARSHALL WACE, LLP and IVV

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

How long has MARSHALL WACE, LLP reported owning IVV?

MARSHALL WACE, LLP reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in MARSHALL WACE, LLP's portfolio?

The largest reported portfolio weight for IVV was 20.23% in 2025 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when MARSHALL WACE, LLP reported 32,452,900 shares, equal to 20.23% of portfolio, with an estimated market value of $22.23B.

What does the chart on this IVV ownership page compare?

The chart compares MARSHALL WACE, LLP'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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