SEC 13F Intelligence

Janney Montgomery Scott LLC / IVV

Janney Montgomery Scott LLC’s Ishares Tr Position

Does Janney Montgomery Scott LLC own Ishares Tr (IVV)? Yes — 1.41M shares worth $923M (+2.28% of its 13F portfolio) as of Q1 2026, up from 1.28M shares the prior filed quarter.

Position Value
$923M
Q1 2026
Shares
1.41M
% of Portfolio
+2.28%
Quarters Held
29
currently held

Position History IVV

Reported value by quarter
Q4 ’18: $216MQ4 ’18Q1 ’19: $238MQ2 ’19: $283MQ3 ’19: $293MQ4 ’19: $353MQ4 ’19Q1 ’20: $306MQ2 ’20: $310MQ3 ’20: $351MQ4 ’20: $532MQ4 ’20Q1 ’21: $513MQ2 ’21: $569MQ3 ’21: $580MQ4 ’21: $694MQ4 ’21Q2 ’22: $677MQ3 ’22: $673MQ4 ’22: $730MQ1 ’23: $796MQ1 ’23Q2 ’23: $866MQ3 ’23: $930MQ4 ’23: $1.1BQ1 ’24: $1.0BQ1 ’24Q2 ’24: $980MQ3 ’24: $972MQ4 ’24: $1.0BQ1 ’25: $873MQ1 ’25Q2 ’25: $786MQ3 ’25: $802MQ4 ’25: $875MQ1 ’26: $923MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.41M$923M+2.28%
Q4 20251.28M$875M+2.01%
Q3 20251.20M$802M+1.90%
Q2 20251.27M$786M+2.05%
Q1 20251.55M$873M+2.47%
Q4 20241.72M$1.0B+2.81%
Q3 20241.68M$972M+2.71%
Q2 20241.79M$980M+2.99%
Q1 20241.93M$1.0B+3.02%
Q4 20232.37M$1.1B+3.67%
Q3 20232.17M$930M+3.47%
Q2 20231.94M$866M+3.02%
Q1 20231.94M$796M+3.25%
Q4 20221.90M$730M+2.84%
Q3 20221.88M$673M+2.88%
Q2 20221.78M$677M+3.06%
Q4 20211.46M$694M+2.69%
Q3 20211.35M$580M+2.48%
Q2 20211.32M$569M+2.51%
Q1 20211.29M$513M+2.49%
Q4 20201.42M$532M+2.57%
Q3 20201.04M$351M+2.00%
Q2 20201.00M$310M+1.96%
Q1 20201.18M$306M+2.42%
Q4 20191.09M$353M+2.31%
Q3 2019981.9K$293M+2.13%
Q2 2019961.5K$283M+2.18%
Q1 2019836.5K$238M+1.96%
Q4 2018859.5K$216M+2.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Janney Montgomery Scott LLC’s full portfolio or all institutional holders of IVV.