IVT US Equity

InvenTrust Properties Corp.

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Real Estate · Real Estate Investment Trusts · CIK 1307748 · FYE 1231

$36.02

-0.29 (-0.80%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding IVT · 2026-Q1 methodology → sources →

319 holders

% of shares outstanding held

77.8%

Shares held (13F)

60,655,035

Reporting holders

319

Top holders

largest 100 of 319 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	9,670,9299.7M	$295M	12.41%	ADD 4%
2	PRINCIPAL FINANCIAL GROUP INC	7,729,3817.7M	$235M	9.92%	ADD 25%
3	VANGUARD PORTFOLIO MANAGEMENT LLC	7,026,9517.0M	$214M	9.02%	NEW†
4	VANGUARD CAPITAL MANAGEMENT LLC	3,400,5383.4M	$104M	4.36%	NEW†
5	STATE STREET CORP	2,678,0562.7M	$82M	3.44%	—
6	FMR LLC	2,106,3322.1M	$64M	2.70%	—
7	GEODE CAPITAL MANAGEMENT, LLC	2,067,1162.1M	$63M	2.65%	ADD 3%
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,404,1591.4M	$43M	1.80%	—
9	MILLENNIUM MANAGEMENT LLC	1,281,9871.3M	$39M	1.64%	TRIM -33%
10	GOLDMAN SACHS GROUP INC	1,099,7161.1M	$33M	1.41%	ADD 18%
11	DIMENSIONAL FUND ADVISORS LP	1,071,3801.1M	$33M	1.37%	ADD 8%
12	Qube Research & Technologies Ltd	931,340931,340	$28M	1.20%	TRIM -11%
13	NORTHERN TRUST CORP	913,955913,955	$28M	1.17%	ADD 5%
14	CENTERSQUARE INVESTMENT MANAGEMENT LLC	785,528785,528	$24M	1.01%	TRIM -39%
15	TWO SIGMA INVESTMENTS, LP	733,215733,215	$22M	0.94%	ADD 1292%
16	SCHRODER INVESTMENT MANAGEMENT GROUP	722,192722,192	$22M	0.93%	TRIM -25%
17	DEPRINCE RACE & ZOLLO INC	717,682717,682	$22M	0.92%	TRIM -25%
18	Vision Capital Corp	716,866716,866	$22M	0.92%	TRIM -30%
19	Nuveen, LLC	714,189714,189	$22M	0.92%	ADD 10%
20	JPMORGAN CHASE & CO	541,219541,219	$17M	0.69%	TRIM -4%
21	Aberdeen Group plc	518,580518,580	$16M	0.67%	TRIM -8%
22	VANGUARD FIDUCIARY TRUST CO	501,718501,718	$15M	0.64%	NEW
23	NEUBERGER BERMAN GROUP LLC	482,619482,619	$15M	0.62%	TRIM -23%
24	CHILTON CAPITAL MANAGEMENT LLC	424,434424,434	$13M	0.54%	—
25	Mitsubishi UFJ Trust & Banking Corp	410,234410,234	$12M	0.53%	ADD 11%
26	Legal & General Group Plc	403,844403,844	$12M	0.52%	TRIM -8%
27	SUSQUEHANNA INTERNATIONAL GROUP, LLP	375,090375,090	$11M	0.48%	ADD 284%
28	SG Americas Securities, LLC	373,157373,157	$11M	0.48%	ADD 64%
29	JACOBS LEVY EQUITY MANAGEMENT, INC	346,266346,266	$11M	0.44%	TRIM -16%
30	GLENMEDE TRUST CO NA	342,008342,008	$10M	0.44%	TRIM -8%
31	Bank of New York Mellon Corp	338,102338,102	$10M	0.43%	—
32	Adelante Capital Management LLC	330,036330,036	$10M	0.42%	—
33	AMERIPRISE FINANCIAL INC	329,826329,826	$10M	0.42%	TRIM -4%
34	B&I Capital AG	310,250310,250	$9M	0.40%	ADD 4%
35	ENVESTNET ASSET MANAGEMENT INC	283,609283,609	$9M	0.36%	ADD 5%
36	Russell Investments Group, Ltd.	249,366249,366	$8M	0.32%	TRIM -40%
37	BANK OF AMERICA CORP /DE/	244,896244,896	$7M	0.31%	ADD 28%
38	CITADEL ADVISORS LLC	226,176226,176	$7M	0.29%	—
39	MORGAN STANLEY	220,740220,740	$7M	0.28%	TRIM -28%
40	D. E. Shaw & Co., Inc.	207,224207,224	$6M	0.27%	ADD 70%
41	Invesco Ltd.	194,240194,240	$6M	0.25%	—
42	LPL Financial LLC	171,767171,767	$5M	0.22%	—
43	GSI Capital Advisors LLC	165,476165,476	$5M	0.21%	ADD 8%
44	WATERFALL ASSET MANAGEMENT, LLC	164,962164,962	$5M	0.21%	NEW
45	PICTON MAHONEY ASSET MANAGEMENT	159,552159,552	$5M	0.20%	ADD 57%
46	JANE STREET GROUP, LLC	158,741158,741	$5M	0.20%	NEW
47	Swiss National Bank	153,100153,100	$5M	0.20%	—
48	BARCLAYS PLC	145,555145,555	$4M	0.19%	TRIM -41%
49	HSBC HOLDINGS PLC	144,211144,211	$4M	0.19%	TRIM -45%
50	Asset Management One Co., Ltd.	142,036142,036	$4M	0.18%	TRIM -15%
51	Verition Fund Management LLC	139,760139,760	$4M	0.18%	NEW
52	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	132,975132,975	$4M	0.17%	ADD 87%
53	SummitTX Capital, L.P.	124,750124,750	$4M	0.16%	ADD 12%
54	UBS Group AG	123,387123,387	$4M	0.16%	TRIM -43%
55	RENAISSANCE TECHNOLOGIES LLC	122,000122,000	$4M	0.16%	NEW
56	FIRST TRUST ADVISORS LP	121,560121,560	$4M	0.16%	ADD 970%
57	NOMURA ASSET MANAGEMENT CO LTD	119,580119,580	$4M	0.15%	ADD 3%
58	MARSHALL WACE, LLP	119,155119,155	$4M	0.15%	NEW
59	ROYAL BANK OF CANADA	112,842112,842	$3M	0.14%	TRIM -7%
60	FJ Capital Management LLC	111,953111,953	$3M	0.14%	TRIM -10%
61	RHUMBLINE ADVISERS	106,587106,587	$3M	0.14%	—
62	SEI INVESTMENTS CO	106,373106,373	$3M	0.14%	ADD 62%
63	PANAGORA ASSET MANAGEMENT INC	103,998103,998	$3M	0.13%	—
64	MARTINGALE ASSET MANAGEMENT L P	103,528103,528	$3M	0.13%	TRIM -27%
65	FRANKLIN RESOURCES INC	101,939101,939	$3M	0.13%	TRIM -4%
66	DEUTSCHE BANK AG\	101,839101,839	$3M	0.13%	ADD 9%
67	RAYMOND JAMES FINANCIAL INC	97,80997,809	$3M	0.13%	TRIM -7%
68	Quantinno Capital Management LP	95,08795,087	$3M	0.12%	ADD 264%
69	WELLS FARGO & COMPANY/MN	94,25294,252	$3M	0.12%	TRIM -32%
70	COMMONWEALTH EQUITY SERVICES, LLC	93,16593,165	$3M	0.12%	TRIM -8%
71	Thrivent Financial for Lutherans	90,76690,766	$3M	0.12%	ADD 15%
72	Sumitomo Mitsui Trust Group, Inc.	83,62483,624	$3M	0.11%	—
73	PRICE T ROWE ASSOCIATES INC /MD/	83,07083,070	$3M	0.11%	ADD 25%
74	ALLIANCEBERNSTEIN L.P.	89,11789,117	$3M	0.11%	TRIM -7%
75	State of New Jersey Common Pension Fund D	77,16877,168	$2M	0.10%	—
76	Vanguard Investments Australia, Ltd.	72,51272,512	$2M	0.09%	NEW
77	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	70,68770,687	$2M	0.09%	—
78	Cetera Investment Advisers	69,80969,809	$2M	0.09%	ADD 10%
79	Corient Private Wealth LLC	66,43466,434	$2M	0.09%	ADD 349%
80	Mitsubishi UFJ Asset Management Co., Ltd.	64,23964,239	$2M	0.08%	ADD 6%
81	Zurcher Kantonalbank (Zurich Cantonalbank)	61,16361,163	$2M	0.08%	ADD 13%
82	OSAIC HOLDINGS, INC.	60,30960,309	$2M	0.08%	TRIM -25%
83	Cambridge Investment Research Advisors, Inc.	59,71859,718	$2M	0.08%	TRIM -4%
84	HARBOR CAPITAL ADVISORS, INC.	56,36156,361	$2M	0.07%	TRIM -16%
85	STRS OHIO	56,30056,300	$2M	0.07%	ADD 308%
86	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	53,33753,337	$2M	0.07%	ADD 102%
87	VANGUARD ASSET MANAGEMENT, Ltd	50,59650,596	$2M	0.06%	NEW
88	MACQUARIE GROUP LTD	48,33248,332	$1M	0.06%	TRIM -7%
89	Greenland Capital Management LP	48,00048,000	$1M	0.06%	TRIM -62%
90	CANADA LIFE ASSURANCE Co	46,55946,559	$1M	0.06%	—
91	MetLife Investment Management, LLC	46,22446,224	$1M	0.06%	—
92	CITIGROUP INC	46,16446,164	$1M	0.06%	TRIM -25%
93	Creative Planning	44,73244,732	$1M	0.06%	ADD 20%
94	Amundi	44,13944,139	$1M	0.06%	—
95	VARCOV Co.	43,28943,289	$1M	0.06%	NEW
96	State of Alaska, Department of Revenue	42,91242,912	$1M	0.06%	—
97	AQR CAPITAL MANAGEMENT LLC	38,54538,545	$1M	0.05%	ADD 31%
98	BNP PARIBAS FINANCIAL MARKETS	38,54338,543	$1M	0.05%	ADD 70%
99	Moran Wealth Management, LLC	37,36537,365	$1M	0.05%	TRIM -30%
100	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	36,62236,622	$1M	0.05%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

7.7M

7.9M

7.7M

7.8M

9.3M

9.7M

$295M

PRINCIPAL FINANCIAL GROUP INC

4.4M

4.5M

4.7M

6.2M

7.7M

$235M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

7.0M

$214M

VANGUARD CAPITAL MANAGEMENT LLC

—

3.4M

$104M

STATE STREET CORP

2.7M

2.8M

2.7M

$82M

FMR LLC

1.4M

1.6M

1.9M

2.0M

2.1M

$64M

GEODE CAPITAL MANAGEMENT, LLC

1.9M

2.0M

2.1M

$63M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.3M

1.4M

$43M

MILLENNIUM MANAGEMENT LLC

2.5M

2.6M

2.4M

1.4M

1.9M

1.3M

$39M

GOLDMAN SACHS GROUP INC

419K

695K

722K

800K

932K

1.1M

$33M

DIMENSIONAL FUND ADVISORS LP

908K

944K

959K

1.0M

990K

1.1M

$33M

Qube Research & Technologies Ltd

469K

544K

613K

850K

1.1M

931K

$28M

NORTHERN TRUST CORP

1.0M

988K

967K

867K

914K

$28M

CENTERSQUARE INVESTMENT MANAGEMENT LLC

881K

—

184K

1.3M

786K

$24M

TWO SIGMA INVESTMENTS, LP

72K

12K

53K

733K

$22M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	319	60,655,035	77.8%	$1.8B
2025-Q4	299	60,432,001	77.5%	$1.7B
2025-Q3	301	56,450,786	72.4%	$1.6B
2025-Q2	303	56,119,246	72.0%	$1.5B
2025-Q1	301	55,098,878	70.7%	$1.6B
2024-Q4	305	54,034,026	69.3%	$1.6B
2024-Q3	301	52,970,672	68.0%	$1.5B

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · IVT

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder

% of class

Type

As of

BlackRock, Inc.

14.4%

QII

2026-06-30

SEC →

VANGUARD PORTFOLIO MANAGEMENT LLC

10.16%

QII

2026-06-30

SEC →

PRINCIPAL REAL ESTATE INVESTORS LLC

7.9%

QII

2026-03-31

SEC →

BlackRock Portfolio Management LLC

5.3%

QII

2026-06-30

SEC →

VANGUARD CAPITAL MANAGEMENT LLC

5.18%

QII

Institutional ownership· 13F filers holding IVT · 2026-Q1 methodology → sources →

319 holders

% of shares outstanding held

77.8%

Shares held (13F)

60,655,035

Reporting holders

319

Top holders

largest 100 of 319 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	9,670,9299.7M	$295M	12.41%	ADD 4%
2	PRINCIPAL FINANCIAL GROUP INC	7,729,3817.7M	$235M	9.92%	ADD 25%
3	VANGUARD PORTFOLIO MANAGEMENT LLC	7,026,9517.0M	$214M	9.02%	NEW†
4	VANGUARD CAPITAL MANAGEMENT LLC	3,400,5383.4M	$104M	4.36%	NEW†
5	STATE STREET CORP	2,678,0562.7M	$82M	3.44%	—
6	FMR LLC	2,106,3322.1M	$64M	2.70%	—
7	GEODE CAPITAL MANAGEMENT, LLC	2,067,1162.1M	$63M	2.65%	ADD 3%
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,404,1591.4M	$43M	1.80%	—
9	MILLENNIUM MANAGEMENT LLC	1,281,9871.3M	$39M	1.64%	TRIM -33%
10	GOLDMAN SACHS GROUP INC	1,099,7161.1M	$33M	1.41%	ADD 18%
11	DIMENSIONAL FUND ADVISORS LP	1,071,3801.1M	$33M	1.37%	ADD 8%
12	Qube Research & Technologies Ltd	931,340931,340	$28M	1.20%	TRIM -11%
13	NORTHERN TRUST CORP	913,955913,955	$28M	1.17%	ADD 5%
14	CENTERSQUARE INVESTMENT MANAGEMENT LLC	785,528785,528	$24M	1.01%	TRIM -39%
15	TWO SIGMA INVESTMENTS, LP	733,215733,215	$22M	0.94%	ADD 1292%
16	SCHRODER INVESTMENT MANAGEMENT GROUP	722,192722,192	$22M	0.93%	TRIM -25%
17	DEPRINCE RACE & ZOLLO INC	717,682717,682	$22M	0.92%	TRIM -25%
18	Vision Capital Corp	716,866716,866	$22M	0.92%	TRIM -30%
19	Nuveen, LLC	714,189714,189	$22M	0.92%	ADD 10%
20	JPMORGAN CHASE & CO	541,219541,219	$17M	0.69%	TRIM -4%
21	Aberdeen Group plc	518,580518,580	$16M	0.67%	TRIM -8%
22	VANGUARD FIDUCIARY TRUST CO	501,718501,718	$15M	0.64%	NEW
23	NEUBERGER BERMAN GROUP LLC	482,619482,619	$15M	0.62%	TRIM -23%
24	CHILTON CAPITAL MANAGEMENT LLC	424,434424,434	$13M	0.54%	—
25	Mitsubishi UFJ Trust & Banking Corp	410,234410,234	$12M	0.53%	ADD 11%
26	Legal & General Group Plc	403,844403,844	$12M	0.52%	TRIM -8%
27	SUSQUEHANNA INTERNATIONAL GROUP, LLP	375,090375,090	$11M	0.48%	ADD 284%
28	SG Americas Securities, LLC	373,157373,157	$11M	0.48%	ADD 64%
29	JACOBS LEVY EQUITY MANAGEMENT, INC	346,266346,266	$11M	0.44%	TRIM -16%
30	GLENMEDE TRUST CO NA	342,008342,008	$10M	0.44%	TRIM -8%
31	Bank of New York Mellon Corp	338,102338,102	$10M	0.43%	—
32	Adelante Capital Management LLC	330,036330,036	$10M	0.42%	—
33	AMERIPRISE FINANCIAL INC	329,826329,826	$10M	0.42%	TRIM -4%
34	B&I Capital AG	310,250310,250	$9M	0.40%	ADD 4%
35	ENVESTNET ASSET MANAGEMENT INC	283,609283,609	$9M	0.36%	ADD 5%
36	Russell Investments Group, Ltd.	249,366249,366	$8M	0.32%	TRIM -40%
37	BANK OF AMERICA CORP /DE/	244,896244,896	$7M	0.31%	ADD 28%
38	CITADEL ADVISORS LLC	226,176226,176	$7M	0.29%	—
39	MORGAN STANLEY	220,740220,740	$7M	0.28%	TRIM -28%
40	D. E. Shaw & Co., Inc.	207,224207,224	$6M	0.27%	ADD 70%
41	Invesco Ltd.	194,240194,240	$6M	0.25%	—
42	LPL Financial LLC	171,767171,767	$5M	0.22%	—
43	GSI Capital Advisors LLC	165,476165,476	$5M	0.21%	ADD 8%
44	WATERFALL ASSET MANAGEMENT, LLC	164,962164,962	$5M	0.21%	NEW
45	PICTON MAHONEY ASSET MANAGEMENT	159,552159,552	$5M	0.20%	ADD 57%
46	JANE STREET GROUP, LLC	158,741158,741	$5M	0.20%	NEW
47	Swiss National Bank	153,100153,100	$5M	0.20%	—
48	BARCLAYS PLC	145,555145,555	$4M	0.19%	TRIM -41%
49	HSBC HOLDINGS PLC	144,211144,211	$4M	0.19%	TRIM -45%
50	Asset Management One Co., Ltd.	142,036142,036	$4M	0.18%	TRIM -15%
51	Verition Fund Management LLC	139,760139,760	$4M	0.18%	NEW
52	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	132,975132,975	$4M	0.17%	ADD 87%
53	SummitTX Capital, L.P.	124,750124,750	$4M	0.16%	ADD 12%
54	UBS Group AG	123,387123,387	$4M	0.16%	TRIM -43%
55	RENAISSANCE TECHNOLOGIES LLC	122,000122,000	$4M	0.16%	NEW
56	FIRST TRUST ADVISORS LP	121,560121,560	$4M	0.16%	ADD 970%
57	NOMURA ASSET MANAGEMENT CO LTD	119,580119,580	$4M	0.15%	ADD 3%
58	MARSHALL WACE, LLP	119,155119,155	$4M	0.15%	NEW
59	ROYAL BANK OF CANADA	112,842112,842	$3M	0.14%	TRIM -7%
60	FJ Capital Management LLC	111,953111,953	$3M	0.14%	TRIM -10%
61	RHUMBLINE ADVISERS	106,587106,587	$3M	0.14%	—
62	SEI INVESTMENTS CO	106,373106,373	$3M	0.14%	ADD 62%
63	PANAGORA ASSET MANAGEMENT INC	103,998103,998	$3M	0.13%	—
64	MARTINGALE ASSET MANAGEMENT L P	103,528103,528	$3M	0.13%	TRIM -27%
65	FRANKLIN RESOURCES INC	101,939101,939	$3M	0.13%	TRIM -4%
66	DEUTSCHE BANK AG\	101,839101,839	$3M	0.13%	ADD 9%
67	RAYMOND JAMES FINANCIAL INC	97,80997,809	$3M	0.13%	TRIM -7%
68	Quantinno Capital Management LP	95,08795,087	$3M	0.12%	ADD 264%
69	WELLS FARGO & COMPANY/MN	94,25294,252	$3M	0.12%	TRIM -32%
70	COMMONWEALTH EQUITY SERVICES, LLC	93,16593,165	$3M	0.12%	TRIM -8%
71	Thrivent Financial for Lutherans	90,76690,766	$3M	0.12%	ADD 15%
72	Sumitomo Mitsui Trust Group, Inc.	83,62483,624	$3M	0.11%	—
73	PRICE T ROWE ASSOCIATES INC /MD/	83,07083,070	$3M	0.11%	ADD 25%
74	ALLIANCEBERNSTEIN L.P.	89,11789,117	$3M	0.11%	TRIM -7%
75	State of New Jersey Common Pension Fund D	77,16877,168	$2M	0.10%	—
76	Vanguard Investments Australia, Ltd.	72,51272,512	$2M	0.09%	NEW
77	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	70,68770,687	$2M	0.09%	—
78	Cetera Investment Advisers	69,80969,809	$2M	0.09%	ADD 10%
79	Corient Private Wealth LLC	66,43466,434	$2M	0.09%	ADD 349%
80	Mitsubishi UFJ Asset Management Co., Ltd.	64,23964,239	$2M	0.08%	ADD 6%
81	Zurcher Kantonalbank (Zurich Cantonalbank)	61,16361,163	$2M	0.08%	ADD 13%
82	OSAIC HOLDINGS, INC.	60,30960,309	$2M	0.08%	TRIM -25%
83	Cambridge Investment Research Advisors, Inc.	59,71859,718	$2M	0.08%	TRIM -4%
84	HARBOR CAPITAL ADVISORS, INC.	56,36156,361	$2M	0.07%	TRIM -16%
85	STRS OHIO	56,30056,300	$2M	0.07%	ADD 308%
86	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	53,33753,337	$2M	0.07%	ADD 102%
87	VANGUARD ASSET MANAGEMENT, Ltd	50,59650,596	$2M	0.06%	NEW
88	MACQUARIE GROUP LTD	48,33248,332	$1M	0.06%	TRIM -7%
89	Greenland Capital Management LP	48,00048,000	$1M	0.06%	TRIM -62%
90	CANADA LIFE ASSURANCE Co	46,55946,559	$1M	0.06%	—
91	MetLife Investment Management, LLC	46,22446,224	$1M	0.06%	—
92	CITIGROUP INC	46,16446,164	$1M	0.06%	TRIM -25%
93	Creative Planning	44,73244,732	$1M	0.06%	ADD 20%
94	Amundi	44,13944,139	$1M	0.06%	—
95	VARCOV Co.	43,28943,289	$1M	0.06%	NEW
96	State of Alaska, Department of Revenue	42,91242,912	$1M	0.06%	—
97	AQR CAPITAL MANAGEMENT LLC	38,54538,545	$1M	0.05%	ADD 31%
98	BNP PARIBAS FINANCIAL MARKETS	38,54338,543	$1M	0.05%	ADD 70%
99	Moran Wealth Management, LLC	37,36537,365	$1M	0.05%	TRIM -30%
100	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	36,62236,622	$1M	0.05%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

7.7M

7.9M

7.7M

7.8M

9.3M

9.7M

$295M

PRINCIPAL FINANCIAL GROUP INC

4.4M

4.5M

4.7M

6.2M

7.7M

$235M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

7.0M

$214M

VANGUARD CAPITAL MANAGEMENT LLC

—

3.4M

$104M

STATE STREET CORP

2.7M

2.8M

2.7M

$82M

FMR LLC

1.4M

1.6M

1.9M

2.0M

2.1M

$64M

GEODE CAPITAL MANAGEMENT, LLC

1.9M

2.0M

2.1M

$63M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.3M

1.4M

$43M

MILLENNIUM MANAGEMENT LLC

2.5M

2.6M

2.4M

1.4M

1.9M

1.3M

$39M

GOLDMAN SACHS GROUP INC

419K

695K

722K

800K

932K

1.1M

$33M

DIMENSIONAL FUND ADVISORS LP

908K

944K

959K

1.0M

990K

1.1M

$33M

Qube Research & Technologies Ltd

469K

544K

613K

850K

1.1M

931K

$28M

NORTHERN TRUST CORP

1.0M

988K

967K

867K

914K

$28M

CENTERSQUARE INVESTMENT MANAGEMENT LLC

881K

—

184K

1.3M

786K

$24M

TWO SIGMA INVESTMENTS, LP

72K

12K

53K

733K

$22M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	319	60,655,035	77.8%	$1.8B
2025-Q4	299	60,432,001	77.5%	$1.7B
2025-Q3	301	56,450,786	72.4%	$1.6B
2025-Q2	303	56,119,246	72.0%	$1.5B
2025-Q1	301	55,098,878	70.7%	$1.6B
2024-Q4	305	54,034,026	69.3%	$1.6B
2024-Q3	301	52,970,672	68.0%	$1.5B

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · IVT

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder

% of class

Type

As of

BlackRock, Inc.

14.4%

QII

2026-06-30

SEC →

VANGUARD PORTFOLIO MANAGEMENT LLC

10.16%

QII

2026-06-30

SEC →

PRINCIPAL REAL ESTATE INVESTORS LLC

7.9%

QII

2026-03-31

SEC →

BlackRock Portfolio Management LLC

5.3%

QII

2026-06-30

SEC →

VANGUARD CAPITAL MANAGEMENT LLC

5.18%

QII

IVT US Equity☆

Institutional ownership· 13F filers holding IVT · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · IVT

Institutional ownership· 13F filers holding IVT · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · IVT

IVT US Equity