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Public ownership evidence

iShares Core S&P 500 ETF (IVV) Ownership Disclosures

Read IVV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Arbor Wealth Management LLC\AZ2025-12-312026-09-0178$53,425None
Alternative Investment Advisors, LLC.2026-06-302026-09-01204,888$153,438,726None
Cornerstone Financial Management LLC2026-06-302026-08-291,085$812,546None
Cornerstone Financial Management LLC2026-03-312026-08-291,085$708,733None
Cornerstone Financial Management LLC2025-12-312026-08-291,088$745,215None
Provida Pension Fund Administrator2026-03-312026-08-29262,048$171,172,374None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29177,419$99,691,749None
Corient Private Wealth LP2026-06-302026-08-28152,313$114,065,971None
Corient Private Wealth LP2026-06-302026-08-283,898,404$2,919,475,475None
Redwood Investment Management, LLC2024-12-312026-08-282,134$1,256,000None
Redwood Investment Management, LLC2025-03-312026-08-282,005$1,127,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,434$1,074,110None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,296$846,500None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-2831,827$21,799,645None
Wellington Grp LLC2026-06-302026-08-27737$551,932None
AFFINITY WEALTH LLC2025-12-312026-08-27105$71,919None
AFFINITY WEALTH LLC2025-09-302026-08-2761$40,827None
AFFINITY WEALTH LLC2025-06-302026-08-2724$14,902None
AFFINITY WEALTH LLC2025-03-312026-08-2725$14,048None
AFFINITY WEALTH LLC2024-12-312026-08-2725$14,717None
Reflection Asset Management2026-03-312026-08-277,626$5,494,272None
Legacy Edge Advisors, LLC2025-09-302026-08-2714,551$9,739,281None
HORAN Wealth, LLC2026-06-302026-08-27208,416$156,080,970None
Brown Financial Advisors2026-06-302026-08-27821$614,839None
Dakota Wealth Management2025-09-302026-08-27265,941$177,994,397None
Dakota Wealth Management2025-12-312026-08-27273,774$187,518,439None
Dakota Wealth Management2026-03-312026-08-27268,724$175,533,292None
Redwood Investment Management, LLC2025-06-302026-08-272,541$1,578,000None
Redwood Investment Management, LLC2025-09-302026-08-272,717$1,818,000None
Redwood Investment Management, LLC2025-12-312026-08-272,543$1,742,000None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-2729,067$18,986,846None
Advus Financial Partners, LLC2026-06-302026-08-2642,193$31,598,068None
Advus Financial Partners, LLC2026-03-312026-08-2641,900$27,369,562None
Advus Financial Partners, LLC2025-12-312026-08-2641,942$28,727,745None
Advus Financial Partners, LLC2025-09-302026-08-2642,360$28,351,591None
Advus Financial Partners, LLC2025-06-302026-08-2649,278$30,596,676None
Advus Financial Partners, LLC2025-03-312026-08-2654,394$30,563,949None
Advus Financial Partners, LLC2024-12-312026-08-2657,031$33,572,896None
Advus Financial Partners, LLC2024-09-302026-08-2667,296$38,817,481None
Advus Financial Partners, LLC2024-06-302026-08-2672,744$39,807,427None
Advus Financial Partners, LLC2024-03-312026-08-2675,283$39,578,735None
Advus Financial Partners, LLC2023-12-312026-08-2672,226$34,497,192None
Advus Financial Partners, LLC2023-09-302026-08-2669,154$29,696,701None
Advus Financial Partners, LLC2023-06-302026-08-2675,295$33,559,528None
Advus Financial Partners, LLC2023-03-312026-08-2682,432$33,885,948None
Advus Financial Partners, LLC2022-12-312026-08-26100,976$38,795,861None
Advus Financial Partners, LLC2022-09-302026-08-2697,365$34,920,104None
Advus Financial Partners, LLC2022-06-302026-08-2692,018$34,888,538None
Advus Financial Partners, LLC2022-03-312026-08-2682,809$37,569,586None
Advus Financial Partners, LLC2021-09-302026-08-2675,634$36,076,717None

90-day public filing window, up to 50 source positions.

Arbor Wealth Management LLC\AZ ↗Alternative Investment Advisors, LLC. ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.