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 | 137,955 | 3.78% | 4.38% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | New | 230,610 | 10,499 | 0.0% | — | 2 | +230,610 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 109,436 | 4,983 | 0.01% | 0.01% | 3 | +5,132 | 4.92% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 89,580 | 4,078 | 0.01% | 0.01% | 4 | +170 | 0.19% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 86,349 | 3,931 | 0.0% | 0.0% | 5 | +6,018 | 7.49% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 42,557 | 1,937 | 0.0% | 0.0% | 6 | +1,582 | 3.86% | Q4 2025 | Feb 12, 2026 |
| Retirement Planning Group, LLC | History | Added to | 41,434 | 1,886 | 0.06% | 0.06% | 7 | +3,778 | 10.03% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 30,369 | 1,382 | 0.0% | 0.0% | 8 | +2,302 | 8.2% | Q4 2025 | Feb 10, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 20,081 | 914 | 0.1% | 0.09% | 9 | +3,746 | 22.93% | Q4 2025 | Jan 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 20,065 | 913 | 0.02% | 0.01% | 10 | +10,653 | 113.19% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 12,869 | 585 | 0.0% | — | 11 | +12,869 | New | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,697 | 441 | 0.0% | — | 12 | +9,697 | New | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,550 | 207 | 0.0% | 0.0% | 13 | -1,000 | -18.02% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 142 | 6 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,108 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CoreCap Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Smartleaf Asset Management LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |