SEC 13F Intelligence

Shelter Ins Retirement Plan / IVV

Shelter Ins Retirement Plan’s Ishares Tr Position

Does Shelter Ins Retirement Plan own Ishares Tr (IVV)? Yes — 80.1K shares worth $52M (+58.22% of its 13F portfolio) as of Q1 2026.

Position Value
$52M
Q1 2026
Shares
80.1K
% of Portfolio
+58.22%
Quarters Held
20
currently held

Position History IVV

Reported value by quarter
Q2 ’21: $101MQ2 ’21Q3 ’21: $101MQ4 ’21: $112MQ1 ’22: $107MQ1 ’22Q2 ’22: $89MQ3 ’22: $84MQ4 ’22: $66MQ4 ’22Q1 ’23: $65MQ2 ’23: $63MQ3 ’23: $61MQ3 ’23Q4 ’23: $61MQ1 ’24: $42MQ2 ’24: $44MQ2 ’24Q3 ’24: $48MQ4 ’24: $47MQ1 ’25: $45MQ1 ’25Q2 ’25: $50MQ3 ’25: $54MQ4 ’25: $55MQ4 ’25Q1 ’26: $52Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202680.1K$52M+58.22%
Q4 202580.1K$55M+59.26%
Q3 202580.1K$54M+59.23%
Q2 202580.1K$50M+58.22%
Q1 202580.1K$45M+58.24%
Q4 202480.1K$47M+60.41%
Q3 202480.1K$48M+59.31%
Q2 202480.1K$44M+58.41%
Q1 202480.1K$42M+57.48%
Q4 2023127.6K$61M+59.32%
Q3 2023141.2K$61M+58.85%
Q2 2023141.2K$63M+58.95%
Q1 2023157.5K$65M+58.33%
Q4 2022172.8K$66M+58.60%
Q3 2022235.5K$84M+60.79%
Q2 2022235.5K$89M+59.33%
Q1 2022235.5K$107M+60.08%
Q4 2021235.5K$112M+59.56%
Q3 2021235.5K$101M+57.07%
Q2 2021234.5K$101M+57.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Shelter Ins Retirement Plan’s full portfolio or all institutional holders of IVV.