iShares Trust - iShares Core S&P 500 ETF
US ˙ ARCA ˙ US4642872000

SecurityIVV / iShares Trust - iShares Core S&P 500 ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership54,205 shares
Latest Disclosed Value $ 35,407,248
IFP Advisors, Inc reports 4.81% increase in ownership of IVV / iShares Trust - iShares Core S&P 500 ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 54,205 shares of iShares Trust - iShares Core S&P 500 ETF (US:IVV) valued at $35,407,248 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 51,716 shares of iShares Trust - iShares Core S&P 500 ETF. This represents a change in shares of 4.81% during the quarter. The current value of the position is $41,046,736 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464287200 54,205 2,489 4.81 35,407 -0.04 0.7342
2026-02-06 2025-12-31 13F ISHARES TR cs 464287200 51,716 -2,266 -4.20 35,422 -1.96 0.7952
2026-02-06 2025-09-30 13F/A-1 ISHARES TR CORE S&P500 ETF cs 464287200 53,982 2,136 4.12 36,130 12.24 0.9383
2025-12-02 2025-09-30 13F ISHARES TR CORE S&P500 ETF cs 464287200 54,099 2,253 36,207 0.9337
2025-07-24 2025-06-30 13F I cs 464287200 51,846 2,526 5.12 32,192 16.15 0.9153
2025-05-05 2025-03-31 13F ISHARES TR cs 464287200 49,320 2,366 5.04 27,715 0.27 0.8546
2025-02-04 2024-12-31 13F ISHARES TR cs 464287200 46,954 -3,395 -6.74 27,640 -4.83 0.9051
2025-02-04 2024-09-30 13F ISHARES TR cs 464287200 50,349 740 1.49 29,042 6.98 1.0468
2024-07-30 2024-06-30 13F ISHARES TR cs 464287200 49,609 -6,187 -11.09 27,148 -7.46 1.0774
2024-07-30 2024-03-31 13F ISHARES TR cs 464287200 55,796 7,843 16.36 29,336 28.08 1.2865
2024-01-09 2023-12-31 13F ISHARES TR cs 464287200 47,953 -4,068 -7.82 22,905 2.52 1.0812
2023-10-12 2023-09-30 13F ISHARES TR cs 464287200 52,021 314 0.61 22,341 -3.07 1.0043
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287200 51,707 -4,909 -8.67 23,048 91.70 0.9638
2023-08-04 2023-06-30 13F ISHARES TR cs 464287200 51,707 -4,909 10,981 0.5081
2023-04-18 2023-03-31 13F ISHARES TR cs 464287200 56,616 -79,835 -58.51 12,023 42,839.29 0.5232
2023-02-07 2022-12-31 13F ISHARES TR cs 464287200 136,451 -16,208 -10.62 29 -99.91 0.7746
2022-11-08 2022-09-30 13F ISHARES TR cs 464287200 152,659 32,488 27.03 32,443 27.09 0.8455
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287200 120,171 0 0.00 25,527 0.00 0.8186
2022-08-12 2022-06-30 13F ISHARES TR CORE SP500 ETF Stock 464287200 1,860 -118,311 396 0.7089
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287200 120,171 52,127 76.61 25,527 -21.34 0.8186
2022-08-08 2022-03-31 13F ISHARES TR CORE SP500 ETF Stock 464287200 86,333 18,289 18,327 0.3741
2022-01-12 2021-12-31 13F ISHARES TR CORE SP500 ETF Stock 464287200 68,044 18,369 36.98 32,452 51.67 0.6341
2021-10-06 2021-09-30 13F ISHARES TR CORE SP500 ETF Stock 464287200 49,675 20,756 71.77 21,397 72.22 0.4280
2021-07-13 2021-06-30 13F ISHARES TR CORE SP500 ETF Stock 464287200 28,919 2,172 8.12 12,424 16.61 0.2571
2021-04-30 2021-03-31 13F ISHARES TR CORE SP500 ETF Stock 464287200 26,747 -15,762 -37.08 10,654 -33.33 0.2073
2021-01-25 2020-12-31 13F ISHARES TR CORE SP500 ETF Stock 464287200 42,509 -7,188 -14.46 15,981 -4.23 0.6477
2020-10-29 2020-09-30 13F ISHARES TR CORE SP500 ETF Stock 464287200 49,697 -5,774 -10.41 16,687 -1.62 0.9961
2020-08-05 2020-06-30 13F ISHARES TR CORE SP500 ETF Stock 464287200 55,471 9,685 21.15 16,961 41.27 1.3441
2020-05-12 2020-03-31 13F ISHARES TR CORE SP500 ETF Stock 464287200 45,786 -33,222 -42.05 12,006 -53.16 1.2115
2020-01-17 2019-12-31 13F ISHARES TR CORE S&P500 ETF Stock 464287200 79,008 -19,553 -19.84 25,632 -12.40 1.9266
2019-11-07 2019-09-30 13F ISHARES TR CORE S&P500 ETF Stock 464287200 98,561 45,134 84.48 29,261 92.43 1.9603
2019-05-15 2019-03-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 53,427 -19,262 -26.50 15,206 -16.10 2.0760
2019-06-03 2018-12-31 13F/A-10 ISHARES S&P 500 INDEX ETF 464287200 72,689 -22,675 -23.78 18,123 -35.08 1.1046
2019-01-23 2018-12-31 13F ISHARES S&P 500 INDEX ETF 464287200 72,689 -22,675 18,123 1.1046
2019-06-03 2018-09-30 13F/A-9 ISHARES S&P 500 INDEX ETF 464287200 95,364 -29,192 -23.44 27,916 -17.92 1.1378
2018-10-25 2018-09-30 13F ISHARES S&P 500 INDEX ETF 464287200 95,364 -29,192 27,916 1.1378
2019-06-03 2018-06-30 13F/A-8 ISHARES S&P 500 INDEX ETF 464287200 124,556 6,383 5.40 34,010 7.05 1.4302
2018-08-07 2018-06-30 13F ISHARES S&P 500 INDEX ETF 464287200 124,556 1,591 34,010
2019-06-03 2018-03-31 13F/A-7 ISHARES CORE S&P 500 ETF ETF 464287200 118,173 0 0.00 31,771 0.00 1.4401
2018-05-09 2018-03-31 13F ISHARES S&P 500 INDEX ETF 464287200 122,965 4,792 32,631
2019-06-03 2017-12-31 13F/A-6 ISHARES CORE S&P 500 ETF ETF 464287200 118,173 419 0.36 31,771 6.67 1.4401
2018-01-24 2017-12-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 118,173 419 31,771
2017-10-30 2017-09-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 117,754 -19,836 -14.42 29,784 -11.07 1.1827
2019-06-03 2017-06-30 13F/A-5 ISHARES CORE S&P 500 ETF ETF 464287200 137,590 48,845 55.04 33,491 59.06 1.4197
2017-07-31 2017-06-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 137,590 48,845 33,491
2019-06-03 2017-03-31 13F/A-4 ISHARES CORE S&P 500 ETF ETF 464287200 88,745 11,928 15.53 21,056 21.83 0.9170
2017-04-26 2017-03-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 88,745 11,928 21,056
2019-06-03 2016-12-31 13F/A-3 ISHARES CORE S&P 500 ETF ETF 464287200 76,817 14,160 22.60 17,283 26.78 0.8340
2017-02-14 2016-12-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 76,817 14,160 17,283
2016-11-04 2016-09-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 62,657 3,621 6.13 13,632 9.70 0.7088
2019-06-03 2016-06-30 13F/A-2 ISHARES CORE S&P 500 ETF ETF 464287200 59,036 5,609 10.50 12,427 -18.28 0.6938
2016-08-22 2016-06-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 59,036 5,609 12,427
2019-06-03 2016-03-31 13F/A-1 ISHARES CORE S&P 500 ETF ETF 464287200 53,427 1,486 2.86 15,206 42.90 2.0760
2016-05-02 2016-03-31 13F ISHARES CORE S&P 500 ETF 464287200 57,212 5,271 11,823
2016-02-11 2015-12-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 51,941 51,941 10,641 0.7143
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.