iSHARES TRUST - IVRS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 150,000 | 5,163 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | New | 247 | 8 | 0.0% | — | 2 | +247 | New | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Added to | 233 | 8 | 0.0% | 0.0% | 3 | +16 | 7.37% | Q4 2025 | Jan 14, 2026 |