ISHARES TR (IVRS)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
3
Reporting holders
$5.9M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $4.7M | 150,000 | 0.00% | 8q | HELD |
| CITADEL ADVISORS LLC | $1.2M | 38,873 | 0.00% | 2q | -2.2%-$27.0K |
| Spire Wealth Management | $10.5K | 334 | 0.00% | 7q | -55.9%-$13.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3 | $5.9M | 189,207 | 0 | 0 | 2 | 0.0% |
| Q1 2026 | 4 | $5.5M | 190,509 | 1 | 1 | 1 | 0.0% |
| Q4 2025 | 3 | $5.2M | 150,480 | 1 | 1 | 0 | 0.0% |
| Q3 2025 | 2 | $6.4M | 150,217 | 0 | 0 | 1 | 0.0% |
| Q2 2025 | 4 | $5.7M | 150,437 | 1 | 1 | 1 | 0.0% |
| Q1 2025 | 4 | $4.9M | 150,950 | 1 | 1 | 1 | 0.0% |
| Q4 2024 | 3 | $4.9M | 150,453 | 1 | 1 | 0 | 0.0% |
| Q3 2024 | 2 | $5.1M | 150,089 | 0 | 1 | 0 | 0.0% |
| Q2 2024 | 4 | $5.3M | 160,275 | 0 | 1 | 2 | 0.0% |
| Q1 2024 | 4 | $5.5M | 165,575 | 1 | 1 | 1 | 0.0% |
| Q4 2023 | 4 | $5.3M | 163,276 | 0 | 2 | 0 | 0.0% |
| Q3 2023 | 4 | $4.5M | 162,590 | 1 | 2 | 0 | 0.0% |
| Q2 2023 | 3 | $4.7M | 160,413 | 1 | 0 | 1 | 0.0% |
| Q1 2023 | 2 | $4.0M | 150,318 | 2 | 0 | 0 | 0.0% |