ISHARES TR (IVVW)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Bullseye Investment Management, LLC | $119.5K | 2,679 | 0.06% | 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 | none filed | 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 |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock, Inc. | 23.6% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $10.4M | 229,811 | 1 | 2 | 2 | 0.0% |
| Q2 2026 | 30 | $236.1M | 5,293,497 | 11 | 13 | 2 | 0.0% |
| Q1 2026 | 21 | $185.9M | 4,259,795 | 7 | 6 | 5 | 0.0% |
| Q4 2025 | 17 | $169.7M | 3,727,762 | 5 | 7 | 1 | 0.0% |
| Q3 2025 | 14 | $161.1M | 3,459,308 | 4 | 7 | 2 | 0.0% |
| Q2 2025 | 15 | $156.8M | 3,412,170 | 3 | 9 | 1 | 0.0% |
| Q1 2025 | 16 | $18.3M | 393,392 | 5 | 3 | 4 | 0.0% |
| Q4 2024 | 12 | $16.8M | 343,670 | 3 | 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% |