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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Core S&P 500 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Arbor Wealth Management LLC\AZ
Report period
2025-12-31
Available
2026-09-01
Reported shares
78
Value (USD)
$53,425
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002149091-26-000002
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IVV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IVV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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

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John Boozman2026-09-122026-08-27sale$1,001 - $15,000

Bounded public source preview, up to 25 disclosed events.

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.

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