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 | 4,304 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 39,732 | 1,140 | 0.0% | — | 2 | +39,732 | New | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 757 | 21 | 0.0% | 0.0% | 3 | +524 | 224.89% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Reduced | 20 | 0 | — | 0.0% | — | -227 | -91.9% | Q1 2026 | May 05, 2026 |