ISHARES TR (IVVW)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
29
Reporting holders
$235.9M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | $135.1M | 3,030,000 | 2.21% | 5q | HELD |
| BlackRock, Inc. | $62.8M | 1,408,036 | 0.00% | 3q | +134.1%+$36.0M |
| OSAIC HOLDINGS, INC. | $6.1M | 135,877 | 0.01% | 8q | +36.6%+$1.6M |
| Cetera Investment Advisers | $5.9M | 133,050 | 0.01% | 9q | +14.0%+$730.1K |
| ASSETMARK, INC | $5.5M | 124,340 | 0.01% | 9q | +34.7%+$1.4M |
| JPMORGAN CHASE & CO | $5.1M | 115,289 | 0.00% | 2q | +11.0%+$505.0K |
| OLD MISSION CAPITAL LLC | $2.8M | 61,785 | 0.04% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $2.6M | 57,644 | 0.00% | 3q | +101.2%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 57,493 | 0.00% | 9q | +44.2%+$786.3K |
| Retirement Planning Group, LLC | $2.3M | 51,987 | 0.06% | 5q | +27.4%+$498.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 26,861 | 0.00% | 4q | -41.1%-$836.5K |
| MML INVESTORS SERVICES, LLC | $767.1K | 17,199 | 0.00% | 2q | +31.1%+$181.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $669.5K | 15,011 | 0.00% | 2q | +35.4%+$175.1K |
| Insight Wealth Strategies, LLC | $561.9K | 12,595 | 0.05% | 6q | -0.8%-$4.4K |
| GARRISON BRADFORD & ASSOCIATES INC | $461.4K | 10,408 | 0.50% | 2q | +9.0%+$38.3K |
| BANK OF AMERICA CORP /DE/ | $425.3K | 9,536 | 0.00% | new | NEW |
| Summit Financial, LLC | $238.8K | 5,354 | 0.00% | 2q | HELD |
| Strategic Blueprint, LLC | $224.1K | 5,025 | 0.01% | new | NEW |
| OneDigital Investment Advisors LLC | $204.2K | 4,579 | 0.00% | new | NEW |
| LPL Financial LLC | $201.3K | 4,513 | 0.00% | new | NEW |
| Front Row Advisors LLC | $113.0K | 2,500 | 0.03% | new | NEW |
| Synergy Investment Management, LLC | $44.1K | 989 | 0.01% | 2q | +57.2%+$16.1K |
| Rossby Financial, LCC | $27.7K | 621 | 0.01% | 2q | +36.2%+$7.4K |
| Meramec Financial Planners, LLC | $1.9K | 42 | 0.00% | new | NEW |
| Continuum Advisory, LLC | $1.7K | 39 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.6K | 35 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $268 | 6 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $178 | 4 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $15 | 0 | 0.00% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-28 | 13G/A | BlackRock, Inc. | 19.5% |
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 | 29 | $235.9M | 5,290,818 | 10 | 13 | 2 | 0.0% |
| Q1 2026 | 21 | $185.9M | 4,259,795 | 7 | 6 | 5 | 0.0% |
| Q4 2025 | 16 | $169.5M | 3,723,212 | 5 | 7 | 0 | 0.0% |
| Q3 2025 | 12 | $158.9M | 3,412,783 | 3 | 6 | 2 | 0.0% |
| Q2 2025 | 13 | $154.7M | 3,364,856 | 3 | 8 | 1 | 0.0% |
| Q1 2025 | 14 | $16.8M | 361,294 | 4 | 2 | 4 | 0.0% |
| Q4 2024 | 11 | $15.8M | 323,182 | 2 | 2 | 3 | 0.0% |
| Q3 2024 | 13 | $16.8M | 334,561 | 7 | 0 | 3 | 0.0% |
| Q2 2024 | 8 | $17.0M | 341,903 | 5 | 0 | 3 | 0.0% |
| Q1 2024 | 3 | $19.1M | 377,224 | 3 | 0 | 0 | 0.0% |