SEC 13F Intelligence

Janney Montgomery Scott LLC / IVW

Janney Montgomery Scott LLC’s Ishares Tr Position

Does Janney Montgomery Scott LLC own Ishares Tr (IVW)? Yes — 2.42M shares worth $273M (+0.68% of its 13F portfolio) as of Q1 2026, up from 2.20M shares the prior filed quarter.

Position Value
$273M
Q1 2026
Shares
2.42M
% of Portfolio
+0.68%
Quarters Held
30
currently held

Position History IVW

Reported value by quarter
Q4 ’18: $34MQ4 ’18Q1 ’19: $21MQ2 ’19: $22MQ3 ’19: $23MQ4 ’19: $25MQ4 ’19Q1 ’20: $30MQ2 ’20: $29MQ3 ’20: $19MQ4 ’20: $21MQ4 ’20Q1 ’21: $19MQ2 ’21: $21MQ3 ’21: $23MQ4 ’21: $28MQ4 ’21Q1 ’22: $25MQ2 ’22: $19MQ3 ’22: $18MQ4 ’22: $20MQ4 ’22Q1 ’23: $21MQ2 ’23: $23MQ3 ’23: $59MQ4 ’23: $65MQ4 ’23Q1 ’24: $141MQ2 ’24: $235MQ3 ’24: $226MQ4 ’24: $234MQ4 ’24Q1 ’25: $221MQ2 ’25: $247MQ3 ’25: $260MQ4 ’25: $272MQ4 ’25Q1 ’26: $273Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.42M$273M+0.68%
Q4 20252.20M$272M+0.62%
Q3 20252.15M$260M+0.62%
Q2 20252.24M$247M+0.65%
Q1 20252.38M$221M+0.63%
Q4 20242.31M$234M+0.65%
Q3 20242.36M$226M+0.63%
Q2 20242.54M$235M+0.72%
Q1 20241.67M$141M+0.42%
Q4 2023867.5K$65M+0.21%
Q3 2023857.7K$59M+0.22%
Q2 2023326.6K$23M+0.08%
Q1 2023328.0K$21M+0.09%
Q4 2022346.2K$20M+0.08%
Q3 2022316.4K$18M+0.08%
Q2 2022314.5K$19M+0.09%
Q1 2022331.1K$25M+0.11%
Q4 2021334.7K$28M+0.11%
Q3 2021306.6K$23M+0.10%
Q2 2021286.3K$21M+0.09%
Q1 2021293.5K$19M+0.09%
Q4 2020322.6K$21M+0.10%
Q3 202082.2K$19M+0.11%
Q2 2020137.4K$29M+0.18%
Q1 2020179.7K$30M+0.23%
Q4 2019131.5K$25M+0.17%
Q3 2019127.1K$23M+0.17%
Q2 2019122.3K$22M+0.17%
Q1 2019120.5K$21M+0.17%
Q4 2018227.2K$34M+0.33%

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 IVW.