IVV — ISHARES TR

Ownership history in Vise Technologies, Inc.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Vise Technologies, Inc. reported a position in ISHARES TR (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
1.5% (2025 Q2)
Avg. % of fund
0.59%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 81,725 +39,385 +93.0% 1.10% $56.0M $683.12
2025 Q3 REDUCED 42,340 -16,051 -27.5% 1.05% $28.3M $665.17
2025 Q2 ADDED 58,391 +36,519 +167.0% 1.50% $36.3M $615.21
2024 Q4 ADDED 21,872 +12,643 +137.0% 1.07% $12.9M $579.67
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% of Fund (quarterly)    IVV price (monthly, adj. close)

Other funds also holding IVV

As of 2025 Q4 — sorted by position size

Conrad N. Hilton Foundation 3Y 7Y 100.0% 26North Partners LP 3Y 100.0% SWISS RE LTD 3Y 7Y 99.26% GENWORTH FINANCIAL INC 3Y 7Y 92.41% UNC Management Company, Inc. 3Y 80.71% Michael & Susan Dell Foundation 3Y 7Y 75.69% FINANCIAL COUNSELORS INC 3Y 7Y 74.09% GR FINANCIAL GROUP, LLC 70.89% MKP Capital Management, L.L.C. 3Y 7Y 68.04% UNIVERSITY OF CHICAGO 3Y 7Y 64.86%
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