Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
306 institutional managers reported holding IVT for the quarter ended Mar 31, 2026. Together they hold about 77% of shares outstanding; the top 10 hold 51%. 46 opened new positions; 35 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 11.09M | 14.14% | $337.7M | trimmed -0.5% | 2021 Q4 |
| BlackRock | 9.67M | 12.33% | $294.5M | added +4% | 2021 Q4 |
| Principal Financial Group INC | 7.73M | 9.86% | $235.4M | added +24.9% | 2021 Q4 |
| State Street | 2.68M | 3.42% | $81.5M | trimmed -1.6% | 2021 Q4 |
| FMR (Fidelity) | 2.11M | 2.69% | $64.1M | unchanged | 2022 Q1 |
| Geode Capital | 2.07M | 2.64% | $62.9M | added +2.9% | 2021 Q4 |
| Charles Schwab Investment Management | 1.40M | 1.79% | $42.8M | added +1.7% | 2021 Q4 |
| Millennium Management | 1.28M | 1.64% | $39.0M | trimmed -32.9% | 2021 Q4 |
| Goldman Sachs | 1.10M | 1.40% | $33.5M | added +18% | 2022 Q1 |
| Dimensional Fund Advisors | 1.07M | 1.37% | $32.6M | added +8.2% | 2022 Q2 |
| Qube Research & Technologies LTD | 931.3k | 1.19% | $28.4M | trimmed -11.3% | 2023 Q3 |
| Northern Trust | 914.0k | 1.17% | $27.8M | added +5.4% | 2021 Q4 |
| Centersquare Investment Management LLC | 785.5k | 1.00% | $23.9M | trimmed -39% | 2025 Q3 |
| Two Sigma | 733.2k | 0.94% | $22.3M | added +1292.1% | 2024 Q1 |
| Schroder Investment Management Group | 722.2k | 0.92% | $22.0M | trimmed -25% | 2024 Q3 |
| Deprince Race & Zollo INC | 717.7k | 0.92% | $21.9M | trimmed -24.9% | 2025 Q4 |
| Vision Capital CORP (focused) | 716.9k | 0.91% | $21.8M | trimmed -29.5% | 2024 Q4 |
| Nuveen | 714.2k | 0.91% | $21.7M | added +9.5% | 2022 Q2 |
| Aberdeen Group plc | 518.6k | 0.66% | $15.8M | trimmed -7.6% | 2021 Q4 |
| Neuberger Berman Group LLC | 482.6k | 0.61% | $14.7M | trimmed -23.1% | 2025 Q1 |
| Mitsubishi UFJ Asset Management CO., LTD. | 474.5k | 0.60% | $14.4M | added +9.9% | 2022 Q1 |
| Chilton Capital Management LLC | 424.4k | 0.54% | $12.9M | unchanged | 2021 Q4 |
| Legal & General Group PLC | 403.8k | 0.52% | $12.3M | trimmed -8.3% | 2021 Q4 |
| Susquehanna International Group | 375.1k | 0.48% | $11.4M | added +283.9% | 2021 Q4 |
| SG Americas Securities, LLC | 373.2k | 0.48% | $11.4M | added +64.2% | 2021 Q4 |
| Jacobs Levy Equity Management, INC | 346.3k | 0.44% | $10.5M | trimmed -15.7% | 2024 Q1 |
| Glenmede Trust CO NA | 342.0k | 0.44% | $10.4M | trimmed -8.2% | 2025 Q3 |
| BNY Mellon | 338.1k | 0.43% | $10.3M | unchanged | 2021 Q4 |
| Adelante Capital Management LLC (focused) | 330.0k | 0.42% | $10.0M | unchanged | 2023 Q3 |
| Ameriprise Financial INC | 329.8k | 0.42% | $10.0M | trimmed -3.7% | 2021 Q4 |
| B&I Capital AG (focused) | 310.3k | 0.40% | $9.4M | added +3.7% | 2025 Q4 |
| Envestnet Asset Management INC | 283.6k | 0.36% | $8.6M | added +5.5% | 2021 Q4 |
| Russell Investments Group, LTD. | 249.4k | 0.32% | $7.6M | trimmed -39.5% | 2022 Q3 |
| Bank OF America CORP /DE/ | 244.9k | 0.31% | $7.5M | added +27.9% | 2021 Q4 |
| Citadel Advisors | 226.2k | 0.29% | $6.9M | added +0.7% | 2021 Q4 |
| Morgan Stanley | 220.7k | 0.28% | $6.7M | trimmed -28.5% | 2021 Q4 |
| D. E. Shaw | 207.2k | 0.26% | $6.3M | added +70.2% | 2024 Q2 |
| Invesco | 194.2k | 0.25% | $5.9M | unchanged | 2021 Q4 |
| LPL Financial LLC | 171.8k | 0.22% | $5.2M | trimmed -0.5% | 2022 Q2 |
| GSI Capital Advisors LLC (focused) | 165.5k | 0.21% | $5.0M | added +7.8% | 2024 Q3 |
| Waterfall Asset Management, LLC (focused) | 165.0k | 0.21% | $5.0M | opened | 2026 Q1 |
| Picton Mahoney Asset Management | 159.6k | 0.20% | $4.9M | added +57.1% | 2025 Q1 |
| Jane Street | 158.7k | 0.20% | $4.8M | opened | 2022 Q4 |
| Swiss National Bank | 153.1k | 0.20% | $4.7M | unchanged | 2022 Q2 |
| Barclays PLC | 145.6k | 0.19% | $4.4M | trimmed -40.7% | 2022 Q1 |
| Hsbc Holdings PLC | 144.2k | 0.18% | $4.4M | added +10.7% | 2021 Q4 |
| Asset Management One CO., LTD. | 142.0k | 0.18% | $4.3M | trimmed -14.5% | 2021 Q4 |
| Verition Fund Management | 139.8k | 0.18% | $4.3M | opened | 2024 Q1 |
| Public Employees Retirement System OF Ohio | 133.0k | 0.17% | $4.0M | added +87.1% | 2024 Q1 |
| UBS | 125.8k | 0.16% | $3.8M | trimmed -42.1% | 2021 Q4 |
Largest 50 of 306 shown; the full ranked, searchable register is at boothcheck.com/holders/IVT. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.