iSHARES TRUST - IVVW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | History | No change | 3,030,000 | 135,138 | 2.21% | 3.11% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | Added to | 1,408,036 | 62,798 | 0.0% | 0.0% | 2 | +806,506 | 134.08% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 135,877 | 6,061 | 0.01% | 0.01% | 3 | +36,380 | 36.56% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 133,050 | 5,934 | 0.01% | 0.01% | 4 | +16,371 | 14.03% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 124,340 | 5,545 | 0.01% | 0.01% | 5 | +31,999 | 34.65% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 115,289 | 5,114 | 0.0% | 0.0% | 6 | +11,385 | 10.96% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 61,785 | 2,755 | 0.04% | — | 7 | +61,785 | New | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 57,644 | 2,570 | 0.0% | 0.0% | 8 | +28,990 | 101.17% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 57,493 | 2,564 | 0.0% | 0.0% | 9 | +17,629 | 44.22% | Q2 2026 | Sep 23, 2026 |
| Retirement Planning Group, LLC | History | Added to | 51,987 | 2,318 | 0.06% | 0.06% | 10 | +11,168 | 27.36% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,861 | 1,198 | 0.0% | 0.0% | 11 | -18,755 | -41.11% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 17,199 | 767 | 0.0% | 0.0% | 12 | +4,079 | 31.09% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 15,011 | 669 | 0.0% | 0.0% | 13 | +3,925 | 35.41% | Q2 2026 | Aug 14, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 12,595 | 561 | 0.05% | 0.06% | 14 | -99 | -0.78% | Q2 2026 | Jul 10, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | Added to | 10,408 | 461 | 0.5% | 0.47% | 15 | +863 | 9.04% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 9,536 | 425 | 0.0% | — | 16 | +9,536 | New | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 5,354 | 238 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | New | 5,025 | 224 | 0.01% | — | 18 | +5,025 | New | Q2 2026 | Jul 23, 2026 |
| OneDigital Investment Advisors LLC | History | New | 4,579 | 204 | 0.0% | — | 19 | +4,579 | New | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | New | 4,513 | 201 | 0.0% | — | 20 | +4,513 | New | Q2 2026 | Aug 07, 2026 |
| Bullseye Investment Management, LLC | History | New | 2,679 | 119 | 0.06% | — | 21 | +2,679 | New | Q2 2026 | Sep 11, 2026 |
| Front Row Advisors LLC | History | New | 2,500 | 113 | 0.03% | — | 22 | +2,500 | New | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | Added to | 989 | 44 | 0.01% | 0.01% | 23 | +360 | 57.23% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | Added to | 621 | 27 | 0.0% | 0.0% | 24 | +165 | 36.18% | Q2 2026 | Aug 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 127 | 5 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | New | 42 | 1 | 0.0% | — | 28 | +42 | New | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | New | 39 | 1 | 0.0% | — | 27 | +39 | New | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | New | 35 | 1 | 0.0% | — | 26 | +35 | New | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,874 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |