iShares Core S&P 500 ETF

IVVFinancial·Exchange Traded Fund·USA·NYSE·Nov 13 • 7:00 AM ET

762.86+2.08 (0.27%)

2026-11-13 13:01 CET

Market cap

Revenue, TTM

- USD m

Net income, TTM

- USD m

Free cash flow, TTM

- USD m

EPS diluted, TTM

Price / earnings

Compare

Price

IVV against its 20, 50 and 200-day averages

Terms2050200

Patternshover a marker to name it

2.8% under the 52-week high of 785.03 on 6 Oct 2026. 52-week low 632.14 on 30 Mar 2026. Last 15 sessions, 5.5% high to low

the line is the 50-bar volume average

Setup. RS line 58
CANSLIM 1 of 6 — fails: Performance: Year +50% — not on the tape: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); Institutional Ownership: Over 50%; Average Volume: Over 200K
VCP 4 of 6 — fails: Average True Range: Under 2 — not on the tape: Relative Volume: Under 1
Minervini 3 of 4 — fails: Performance: Year +50%
Zanger 2 of 5 — fails: RSI (14): Not Oversold (>50); Performance: Week +10% — not on the tape: Relative Volume: Over 1.5
Leaders 2 of 5 — fails: 50-Day Simple Moving Average: Price above SMA50; Performance: Year +50% — not on the tape: Average Volume: Over 500K
Breakout 1 of 4 — fails: 52-Week High/Low: New High; 50-Day Simple Moving Average: Price above SMA50 — not on the tape: Relative Volume: Over 2
Growth 0 of 4 — not on the tape: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%); Return on Equity: Over +15%
Quality 0 of 5 — not on the tape: Return on Equity: Over +15%; Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1); P/E: Under 25; Current Ratio: Over 1
Value 0 of 4 — not on the tape: P/E: Under 15; P/B: Under 2; Return on Equity: Over +15%; Debt/Equity: Low (<0.1)
Income 1 of 4 — not on the tape: Dividend Yield: Over 2%; Payout Ratio: Low (<20%); P/E: Under 25
Small Cap 1 of 4 — fails: Performance: Year +50% — not on the tape: Float: Under 100M; Average Volume: Over 500K
Accumulation 2 of 4 — not on the tape: Institutional Ownership: Over 30%; Institutional Transactions: Over +10%
Relative Strength 1 of 3 — fails: Performance: Year +100% — not on the tape: Average Volume: Over 500K

Profile

IVV

52-week range, 85% of the way up

632.14785.03

iShares Core S&P 500 ETF seeks to track the investment results of the S&P 500 composed of large-capitalization U.S. equities. The index measures the performance of the large-capitalization sector of the U.S. equity market, as determined by SPDJI. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Held by

AUM

Ticker	Company	AUM
AOA	iShares Core 80/20 Aggressive Allocation ETF	AUM: 3.36B
AOR	iShares Core 60/40 Balanced Allocation ETF	AUM: 3.99B
AOM	iShares Core 40/60 Moderate Allocation ETF	AUM: 1.88B
HEDG	Equable Shares Hedged Equity ETF	AUM: 470.23M
IVVW	iShares IVV Premium Income+ ETF	AUM: 347.59M
HEQT	Simplify Hedged Equity ETF	AUM: 309.96M
MRSK	Toews Agility Shares Managed Risk ETF	AUM: 320.54M
SPUC	Simplify US Equity Income ETF	AUM: 262.19M
BUYW	Main BuyWrite ETF	AUM: 1.52B
IVVM	iShares Large Cap Moderate Quarterly Laddered ETF	AUM: 197.84M

Ticker

Company

AUM

AOA

iShares Core 80/20 Aggressive Allocation ETF

AUM: 3.36B

AOR

iShares Core 60/40 Balanced Allocation ETF

AUM: 3.99B

AOM

iShares Core 40/60 Moderate Allocation ETF

AUM: 1.88B

HEDG

Equable Shares Hedged Equity ETF

AUM: 470.23M

IVVW

iShares IVV Premium Income+ ETF

AUM: 347.59M

HEQT

Simplify Hedged Equity ETF

AUM: 309.96M

MRSK

Toews Agility Shares Managed Risk ETF

AUM: 320.54M

SPUC

Simplify US Equity Income ETF

AUM: 262.19M

BUYW

Main BuyWrite ETF

AUM: 1.52B

IVVM

iShares Large Cap Moderate Quarterly Laddered ETF

AUM: 197.84M

News

latest 14 of 200

Nov-10-26 06:54PMETF Fund Flows Nov. 10, 2026: SPY, SOXX Shed $8.3B; QQQ Adds $2.4B (etf.com)
Nov-03-26 03:40PMS&P 500 after midterm elections: what history says and where the market stands (Investing.com)
Oct-28-26 03:03PMManaged Futures ETFs: A Hedge Against Market Volatility? (Zacks)
Oct-23-26 11:48AMETF Zoo: Crypto, Concentration, and Brewing ETF Chaos (etf.com)
Oct-21-26 01:11PMAn Engineer's Guide to the AI Trade (etf.com)
Oct-19-26 04:41PMIs Your Old Direct-Indexing Portfolio Holding You Back? (etf.com)
Oct-16-26 05:00PMETF Fund Flows: Small-Cap Focused IWM Nets $2.2 Billion (etf.com)
Oct-14-26 03:24PMLarge Caps Retake the Lead From Small Caps (etf.com)
Oct-13-26 02:46PMNY Feds Williams sees one more rate hike this year, disinflation ahead (Investing.com)
Oct-01-26 12:49PMCitadel Securities strategist sees October reload after September reset (Investing.com)
Sep-21-26 05:00PMA Record ETF Year Takes Shape as Inflows Near $1.5 Trillion (etf.com)
Sep-14-26 08:38PMBond Yields Near 5% as ETF Investors Keep Buying (etf.com)
Sep-04-26 05:00PMETF League Tables: Hefty Outflow from iShares (etf.com)
Sep-01-26 06:24PMThese ETFs Generate the Most Revenue (etf.com)

Key figures

Revenue, TTM	-
Net income, TTM	-
EPS diluted, TTM	-
EBIT, TTM	-
Free cash flow, TTM	-
Gross margin	-
Operating margin	-
Net margin	-
Market cap, statement	-
Price / earnings	-
Sales Y/Y, TTM	-

Statement money is USD millions. A margin is a percent. EPS is per share. P/E and sales growth are the snapshot.

Quarterly earnings

actual against estimate

No quarterly earnings.

Annual earnings

No annual earnings.

Estimate revisions

Latest snapshot of each period and type.

No estimate revisions.

Estimate history

No estimate history.

Income statement, annual

No statement data.

Income statement, quarterly

The feed stopped.

No statement data.

Balance sheet, annual

No statement data.

Cash flow, annual

No statement data.

Balance sheet, quarterly

The feed stopped.

No statement data.

Cash flow, quarterly

The feed stopped.

No statement data.

Revenue breakdown

Revenue split	-

Short interest

shares short against float, oldest to newest

Settlement	Of float	Shares short	Float	Avg volume
2026-10-30	-	6.7M	-	6.38M
2026-10-15	-	6.9M	-	6.39M
2026-09-30	-	4.3M	-	6.33M
2026-09-15	-	4.9M	-	7.10M
2026-08-31	-	8.2M	-	7.40M
2026-08-14	-	9.9M	-	7.63M
2026-07-31	-	12.0M	-	7.89M
2026-07-15	-	11.3M	-	7.93M
2026-06-30	-	10.7M	-	8.32M
2026-06-15	-	6.1M	-	8.25M
2026-05-29	-	10.3M	-	8.21M
2026-05-15	-	12.1M	-	8.11M
2026-04-30	-	14.7M	-	8.53M
2026-04-15	-	7.7M	-	9.19M
2026-03-31	-	5.6M	-	9.42M
2026-03-13	-	4.6M	-	9.62M
2026-02-27	-	4.8M	-	9.55M
2026-02-13	-	6.1M	-	9.55M
2026-01-30	-	6.9M	-	9.72M
2026-01-15	-	8.9M	-	9.43M

Option chain

expiry 2026-11-13

Type	Strike	Bid	Ask	Last	IV	Open int	Volume	Delta	Theta	Vega
call	505	254	258.9	0.00	5.024	0.00	0.00	0.998	-0.363	0.002
call	510	249	253.9	0.00	4.921	0.00	0.00	0.993	-1.511	0.007
call	515	244	248.9	0.00	4.997	0.00	0.00	0.993	-1.510	0.007
call	520	239	243.9	0.00	4.858	0.00	0.00	0.993	-1.504	0.007
call	525	234	238.9	0.00	4.617	0.00	0.00	0.993	-1.497	0.007
call	530	229	233.9	0.00	4.518	0.00	0.00	0.993	-1.492	0.007
call	535	224	228.9	0.00	4.553	0.00	0.00	0.992	-1.489	0.008
call	540	219	223.9	0.00	4.452	0.00	0.00	0.992	-1.484	0.008
call	545	214.3	217.3	0.00	3.791	0.00	0.00	0.992	-1.464	0.008
call	550	209.3	212.3	213.6	3.702	5.00	1.00	0.992	-1.458	0.008
call	555	204.3	207.3	0.00	3.613	0.00	0.00	0.992	-1.453	0.008
call	560	199	203.9	0.00	4.088	0.00	0.00	0.991	-1.463	0.008
call	565	194	198.9	0.00	3.990	0.00	0.00	0.991	-1.457	0.009
call	570	189	193.9	0.00	3.893	0.00	0.00	0.991	-1.450	0.009
call	575	184	188.9	0.00	3.797	0.00	0.00	0.991	-1.444	0.009
call	580	179	183.9	0.00	3.701	0.00	0.00	0.990	-1.437	0.009
call	585	174	178.9	0.00	3.606	0.00	0.00	0.990	-1.431	0.009
call	590	169	173.9	0.00	3.511	0.00	0.00	0.990	-1.424	0.010
call	595	164.7	167.3	147.1	2.926	9.00	0.00	0.990	-1.402	0.010
call	600	159	163.9	0.00	3.323	0.00	0.00	0.989	-1.409	0.010
call	605	154	158.9	0.00	3.229	0.00	0.00	0.989	-1.402	0.010
call	610	149	153.9	0.00	3.136	0.00	0.00	0.989	-1.394	0.011
call	615	144	148.9	0.00	3.043	0.00	0.00	0.988	-1.386	0.011
call	620	139	143.9	0.00	2.951	0.00	0.00	0.988	-1.377	0.011
call	625	134	138.9	0.00	2.858	0.00	0.00	0.988	-1.367	0.012
call	630	129	133.9	0.00	2.767	0.00	0.00	0.987	-1.358	0.012
call	635	124	128.9	0.00	2.675	0.00	0.00	0.987	-1.349	0.012
call	640	119	123.9	0.00	2.584	0.00	0.00	0.986	-1.339	0.013
call	645	114	118.9	0.00	2.493	0.00	0.00	0.986	-1.329	0.013
call	650	109	113.9	0.00	2.401	0.00	0.00	0.985	-1.316	0.014
call	655	104	108.9	0.00	2.310	0.00	0.00	0.985	-1.305	0.014
call	660	99.00	103.9	0.00	2.220	0.00	0.00	0.984	-1.293	0.014
call	665	94.00	98.90	0.00	2.131	0.00	0.00	0.983	-1.283	0.015
call	670	89.80	92.30	0.00	1.705	0.00	0.00	0.982	-1.258	0.016
call	675	84.70	87.30	68.10	1.625	2.00	0.00	0.982	-1.244	0.016
call	680	79.70	82.30	0.00	1.545	0.00	0.00	0.981	-1.230	0.017
call	685	74.00	78.90	0.00	1.769	0.00	0.00	0.980	-1.233	0.018
call	690	69.00	73.90	0.00	1.678	0.00	0.00	0.976	-1.340	0.020
call	695	64.00	68.90	0.00	1.587	0.00	0.00	0.972	-1.448	0.023
call	700	59.00	63.90	0.00	1.495	0.00	0.00	0.968	-1.558	0.026
call	705	54.00	58.90	0.00	1.403	0.00	0.00	0.963	-1.667	0.029
call	710	49.00	53.90	0.00	1.310	0.00	0.00	0.957	-1.773	0.033
call	715	44.00	48.90	0.00	1.217	0.00	0.00	0.950	-1.874	0.037
call	720	39.10	42.40	0.00	0.912	0.00	0.00	0.953	-1.553	0.036
call	725	34.80	37.40	0.00	0.827	0.00	0.00	0.946	-1.581	0.040
call	726	33.80	36.40	0.00	0.809	0.00	0.00	0.944	-1.585	0.041
call	727	32.80	35.40	21.55	0.797	1.00	0.00	0.942	-1.607	0.042
call	728	31.00	35.90	0.00	0.910	0.00	0.00	0.929	-1.944	0.049
call	729	30.00	34.90	0.00	0.948	0.00	0.00	0.922	-2.111	0.053
call	730	29.00	33.90	0.00	0.928	0.00	0.00	0.897	-2.804	0.065
call	731	28.00	32.90	0.00	0.908	0.00	0.00	0.882	-3.188	0.072
call	732	27.00	31.90	0.00	0.889	0.00	0.00	0.879	-3.175	0.073
call	733	26.00	30.90	0.00	0.869	0.00	0.00	0.876	-3.161	0.074
call	734	25.00	29.90	0.00	0.848	0.00	0.00	0.872	-3.146	0.076
call	735	24.00	28.90	0.00	0.828	0.00	0.00	0.869	-3.130	0.077
call	736	23.00	27.90	0.00	0.808	0.00	0.00	0.865	-3.111	0.078
call	737	22.00	26.90	0.00	0.787	0.00	0.00	0.861	-3.092	0.080
call	738	21.00	25.90	0.00	0.767	0.00	0.00	0.857	-3.070	0.082
call	739	20.60	23.50	0.00	0.592	0.00	0.00	0.875	-2.461	0.075
call	740	19.20	22.50	15.30	0.577	1.00	0.00	0.871	-2.461	0.076
call	741	18.40	21.50	0.00	0.558	0.00	0.00	0.816	-3.707	0.096
call	742	17.00	21.90	0.00	0.644	0.00	0.00	0.797	-4.049	0.102
call	743	16.00	20.90	0.00	0.661	0.00	0.00	0.787	-4.116	0.105
call	744	15.00	19.90	0.00	0.640	0.00	0.00	0.781	-4.056	0.107
call	745	15.00	17.50	12.50	0.482	8.00	0.00	0.796	-3.427	0.102
call	746	13.00	17.90	13.13	0.559	0.00	0.00	0.774	-3.738	0.109
call	747	12.00	16.90	0.00	0.573	0.00	0.00	0.761	-3.804	0.112
call	748	11.10	16.00	0.00	0.594	0.00	0.00	0.747	-3.905	0.116
call	749	10.50	15.40	0.00	0.528	0.00	0.00	0.745	-3.634	0.116
call	750	9.50	13.00	5.60	0.428	2.00	0.00	0.750	-3.211	0.115
call	751	9.40	12.00	0.00	0.406	0.00	0.00	0.741	-3.112	0.117
call	752	8.40	10.90	7.77	0.373	2.00	1.00	0.732	-2.935	0.120
call	752.5	7.50	11.00	0.00	0.405	0.00	0.00	0.717	-3.098	0.122
call	753	7.70	10.50	4.92	0.402	2.00	0.00	0.709	-3.075	0.124
call	754	6.90	9.50	3.50	0.377	3.00	0.00	0.695	-2.952	0.126
call	755	6.00	9.00	4.06	0.391	3.00	0.00	0.672	-2.986	0.131
call	756	4.00	8.90	0.00	0.430	0.00	0.00	0.642	-3.113	0.135
call	757	3.50	7.00	0.00	0.335	0.00	0.00	0.633	-2.643	0.137
call	757.5	3.30	7.00	0.00	0.357	0.00	0.00	0.601	-3.180	0.140
call	758	3.90	6.30	2.50	0.328	0.00	0.00	0.591	-3.016	0.141
call	759	3.30	5.70	4.15	0.327	1.00	1.00	0.563	-2.912	0.143
call	760	2.85	5.10	4.15	0.323	5.00	0.00	0.532	-2.782	0.144
call	761	2.20	4.50	5.23	0.317	3.00	2.00	0.497	-2.621	0.145
call	762	1.70	4.70	5.02	0.351	2.00	0.00	0.461	-2.706	0.143
call	762.5	1.40	4.50	1.05	0.365	4.00	0.00	0.446	-2.803	0.144
call	763	1.15	4.40	3.30	0.375	1.00	0.00	0.428	-2.763	0.142
call	764	1.05	3.90	4.60	0.369	4.00	1.00	0.392	-2.653	0.139
call	765	0.65	4.00	3.35	0.398	2.00	0.00	0.369	-2.805	0.136
call	766	0.50	2.90	2.29	0.351	1.00	1.00	0.332	-2.598	0.131
call	767	0.05	3.20	0.00	0.376	0.00	0.00	0.306	-2.551	0.127
call	767.5	0.05	1.25	0.00	0.253	0.00	0.00	0.268	-2.143	0.119
call	768	0.05	2.30	9.29	0.263	8.00	0.00	0.261	-2.188	0.117
call	769	0.05	1.75	1.40	0.283	25.00	0.00	0.247	-2.272	0.114
call	770	0.05	1.70	1.00	0.303	25.00	0.00	0.235	-2.346	0.111
call	771	0.05	2.65	13.50	0.322	1.00	0.00	0.225	-2.417	0.108
call	772	0.00	2.50	2.00	0.341	3.00	0.00	0.206	-2.319	0.103
call	772.5	0.00	0.80	1.09	0.300	32.00	1.00	0.187	-2.123	0.097
call	773	0.00	2.65	0.46	0.309	1.00	0.00	0.183	-2.144	0.096
call	774	0.00	2.60	0.11	0.326	1.00	1.00	0.162	-1.972	0.089
call	775	0.00	1.70	0.60	0.342	28.00	0.00	0.166	-2.182	0.090
call	776	0.00	2.65	0.16	0.359	1.00	0.00	0.167	-2.343	0.090
call	777	0.00	3.50	0.00	0.375	0.00	0.00	0.161	-2.375	0.088
call	777.5	0.00	3.40	0.00	0.383	0.00	0.00	0.158	-2.391	0.087
call	778	0.00	2.65	0.05	0.391	9.00	0.00	0.155	-2.405	0.086
call	779	0.00	2.60	0.87	0.407	4.00	0.00	0.150	-2.433	0.084
call	780	0.00	2.60	0.84	0.423	25.00	0.00	0.145	-2.459	0.082
call	781	0.00	3.40	0.00	0.438	0.00	0.00	0.140	-2.483	0.081
call	782	0.00	3.30	0.00	0.454	0.00	0.00	0.136	-2.505	0.079
call	782.5	0.00	2.60	0.00	0.461	0.00	0.00	0.134	-2.515	0.078
call	783	0.00	2.60	12.25	0.469	1.00	0.00	0.132	-2.525	0.077
call	784	0.00	3.10	0.00	0.484	0.00	0.00	0.128	-2.543	0.076
call	785	0.00	2.60	5.10	0.499	2.00	0.00	0.125	-2.561	0.074
call	786	0.00	2.60	0.05	0.514	2.00	0.00	0.121	-2.576	0.073
call	787	0.00	2.60	3.76	0.529	1.00	0.00	0.118	-2.591	0.072
call	787.5	0.00	2.70	0.00	0.536	0.00	0.00	0.117	-2.598	0.071
call	788	0.00	2.60	2.75	0.543	1.00	0.00	0.115	-2.604	0.070
call	789	0.00	3.40	0.00	0.558	0.00	0.00	0.112	-2.616	0.069
call	790	0.00	2.60	0.15	0.572	1.00	0.00	0.110	-2.627	0.068
call	791	0.00	3.40	0.00	0.587	0.00	0.00	0.107	-2.637	0.067
call	792	0.00	2.60	1.75	0.601	1.00	0.00	0.104	-2.646	0.065
call	792.5	0.00	3.40	0.00	0.608	0.00	0.00	0.103	-2.651	0.065
call	793	0.00	3.60	0.00	0.615	0.00	0.00	0.102	-2.655	0.064
call	794	0.00	4.90	0.00	0.629	0.00	0.00	0.100	-2.662	0.063
call	795	0.00	2.60	0.70	0.643	8.00	0.00	0.097	-2.669	0.062
call	797.5	0.00	3.40	0.00	0.678	0.00	0.00	0.092	-2.682	0.060
call	800	0.00	1.70	0.10	0.712	15.00	0.00	0.088	-2.688	0.057
call	805	0.00	2.60	1.60	0.779	8.00	0.00	0.079	-2.696	0.053
call	810	0.00	3.60	0.00	0.845	0.00	0.00	0.072	-2.690	0.050
call	815	0.00	2.60	0.76	0.909	1.00	0.00	0.066	-2.673	0.046
call	820	0.00	2.60	0.75	0.967	1.00	0.00	0.061	-2.636	0.044
call	825	0.00	1.70	0.21	1.033	1.00	0.00	0.056	-2.615	0.041
call	830	0.00	3.40	0.00	1.094	0.00	0.00	0.052	-2.577	0.038
call	835	0.00	3.40	0.00	1.153	0.00	0.00	0.048	-2.534	0.036
call	840	0.00	3.40	0.00	1.212	0.00	0.00	0.045	-2.540	0.034
call	845	0.00	3.40	0.00	1.270	0.00	0.00	0.044	-2.577	0.033
put	505	0.00	0.05	1.05	2.035	2.00	0.00	-0.002	-0.151	0.003
put	510	0.00	3.40	1.10	3.537	1.00	0.00	-0.007	-1.482	0.007
put	515	0.00	3.40	0.00	3.460	0.00	0.00	-0.007	-1.477	0.007
put	520	0.00	3.40	0.00	3.382	0.00	0.00	-0.007	-1.472	0.007
put	525	0.00	3.40	0.00	3.306	0.00	0.00	-0.007	-1.466	0.007
put	530	0.00	3.40	0.00	3.230	0.00	0.00	-0.007	-1.461	0.007
put	535	0.00	3.40	0.00	3.154	0.00	0.00	-0.008	-1.455	0.008
put	540	0.00	3.40	0.00	3.079	0.00	0.00	-0.008	-1.449	0.008
put	545	0.00	3.40	0.00	2.984	0.00	0.00	-0.008	-1.424	0.008
put	550	0.00	3.40	0.00	2.931	0.00	0.00	-0.008	-1.437	0.008
put	555	0.00	3.40	0.00	2.838	0.00	0.00	-0.008	-1.412	0.008
put	560	0.00	3.40	0.00	2.786	0.00	0.00	-0.009	-1.424	0.008
put	565	0.00	3.40	0.00	2.713	0.00	0.00	-0.009	-1.418	0.009
put	570	0.00	3.40	0.00	2.642	0.00	0.00	-0.009	-1.411	0.009
put	575	0.00	3.40	0.00	2.571	0.00	0.00	-0.009	-1.404	0.009
put	580	0.00	3.40	0.00	2.500	0.00	0.00	-0.009	-1.397	0.009
put	585	0.00	3.40	0.00	2.430	0.00	0.00	-0.010	-1.390	0.009
put	590	0.00	3.40	0.00	2.360	0.00	0.00	-0.010	-1.382	0.010
put	595	0.00	3.40	0.00	2.290	0.00	0.00	-0.010	-1.375	0.010
put	600	0.00	3.40	0.00	2.221	0.00	0.00	-0.011	-1.367	0.010
put	605	0.00	3.40	0.00	2.153	0.00	0.00	-0.011	-1.358	0.010
put	610	0.00	3.40	0.00	2.084	0.00	0.00	-0.011	-1.350	0.011
put	615	0.00	3.40	0.80	2.002	1.00	0.00	-0.012	-1.324	0.011
put	620	0.00	3.40	0.85	1.949	1.00	0.00	-0.012	-1.332	0.011
put	625	0.00	3.40	0.80	1.882	1.00	0.00	-0.012	-1.323	0.012
put	630	0.00	3.40	0.85	1.815	1.00	0.00	-0.013	-1.313	0.012
put	635	0.00	3.40	0.00	1.748	0.00	0.00	-0.013	-1.303	0.012
put	640	0.00	3.40	0.00	1.682	0.00	0.00	-0.014	-1.293	0.013
put	645	0.00	3.40	0.00	1.616	0.00	0.00	-0.014	-1.282	0.013
put	650	0.00	3.40	0.30	1.538	1.00	0.00	-0.015	-1.254	0.014
put	655	0.00	3.40	0.00	1.484	0.00	0.00	-0.015	-1.259	0.014
put	660	0.00	3.40	0.00	1.419	0.00	0.00	-0.016	-1.247	0.014
put	665	0.00	3.40	0.00	1.354	0.00	0.00	-0.017	-1.234	0.015
put	670	0.00	3.30	0.00	1.288	0.00	0.00	-0.017	-1.220	0.016
put	675	0.00	1.55	0.05	1.223	3.00	1.00	-0.018	-1.206	0.016
put	680	0.00	3.10	0.98	1.159	2.00	0.00	-0.019	-1.191	0.017
put	685	0.00	3.40	0.00	1.094	0.00	0.00	-0.020	-1.181	0.018
put	690	0.00	3.30	0.85	1.028	1.00	0.00	-0.024	-1.287	0.020
put	695	0.00	3.40	0.00	0.964	0.00	0.00	-0.028	-1.396	0.023
put	700	0.00	2.65	0.10	0.899	3.00	0.00	-0.032	-1.505	0.026
put	705	0.00	3.60	0.00	0.834	0.00	0.00	-0.037	-1.614	0.029
put	710	0.00	2.65	1.45	0.768	1.00	0.00	-0.043	-1.719	0.033
put	715	0.00	2.70	0.60	0.703	3.00	0.00	-0.050	-1.820	0.037
put	720	0.00	2.70	0.09	0.637	20.00	0.00	-0.047	-1.514	0.036
put	725	0.00	2.75	0.05	0.570	13.00	10.00	-0.054	-1.541	0.040
put	726	0.00	3.20	0.00	0.557	0.00	0.00	-0.056	-1.546	0.041
put	727	0.00	3.50	0.00	0.543	0.00	0.00	-0.058	-1.550	0.042
put	728	0.00	3.50	0.00	0.530	0.00	0.00	-0.071	-1.886	0.049
put	729	0.00	0.30	3.05	0.516	1.00	0.00	-0.078	-2.053	0.053
put	730	0.00	0.70	0.00	0.601	0.00	0.00	-0.103	-2.746	0.065
put	731	0.00	3.50	1.27	0.641	0.00	0.00	-0.118	-3.130	0.072
put	732	0.00	3.50	0.00	0.624	0.00	0.00	-0.121	-3.117	0.073
put	733	0.00	3.50	6.25	0.608	1.00	0.00	-0.124	-3.103	0.074
put	734	0.00	3.50	0.00	0.591	0.00	0.00	-0.128	-3.088	0.076
put	735	0.00	3.50	0.00	0.575	0.00	0.00	-0.131	-3.071	0.077
put	736	0.00	3.50	0.00	0.558	0.00	0.00	-0.135	-3.052	0.078
put	737	0.00	3.00	5.10	0.542	1.00	0.00	-0.139	-3.033	0.080
put	738	0.00	3.10	1.38	0.525	5.00	0.00	-0.143	-3.009	0.082
put	739	0.00	3.60	0.00	0.508	0.00	0.00	-0.125	-2.430	0.074
put	740	0.00	1.00	0.27	0.491	1.00	1.00	-0.129	-2.400	0.076
put	741	0.00	3.40	1.80	0.668	0.00	0.00	-0.184	-3.645	0.096
put	742	0.00	3.60	0.00	0.647	0.00	0.00	-0.203	-3.989	0.102
put	743	0.05	3.30	2.00	0.626	1.00	0.00	-0.213	-4.069	0.105
put	744	0.00	3.50	0.00	0.603	0.00	0.00	-0.214	-3.820	0.106
put	745	0.05	3.40	1.90	0.584	1.00	0.00	-0.204	-3.367	0.102
put	746	0.05	3.70	0.00	0.563	0.00	0.00	-0.226	-3.693	0.109
put	747	0.05	3.60	12.03	0.541	1.00	0.00	-0.239	-3.755	0.112
put	748	0.05	3.70	9.59	0.519	2.00	0.00	-0.248	-3.707	0.114
put	749	0.05	3.30	3.30	0.497	17.00	0.00	-0.256	-3.615	0.116
put	750	0.05	3.80	7.53	0.474	1.00	0.00	-0.250	-3.148	0.115
put	751	0.15	3.80	0.00	0.451	0.00	0.00	-0.259	-3.049	0.117
put	752	0.20	3.90	0.00	0.428	0.00	0.00	-0.268	-2.909	0.119
put	752.5	0.10	3.90	0.00	0.416	0.00	0.00	-0.283	-3.037	0.122
put	753	0.25	4.00	6.00	0.404	4.00	0.00	-0.291	-3.012	0.124
put	754	0.15	4.10	7.25	0.380	2.00	0.00	-0.305	-2.889	0.127
put	755	0.15	4.20	0.00	0.353	0.00	0.00	-0.328	-2.893	0.131
put	756	0.40	4.30	1.70	0.329	3.00	0.00	-0.358	-3.061	0.135
put	757	0.70	2.70	0.00	0.301	0.00	0.00	-0.367	-2.590	0.137
put	757.5	0.80	4.50	0.00	0.390	0.00	0.00	-0.399	-3.156	0.139
put	758	1.00	4.60	0.00	0.374	0.00	0.00	-0.409	-2.964	0.141
put	759	1.20	4.50	0.00	0.343	0.00	0.00	-0.437	-2.854	0.143
put	760	1.65	4.30	0.00	0.313	0.00	0.00	-0.468	-2.751	0.144
put	761	2.05	4.10	0.00	0.279	0.00	0.00	-0.503	-2.581	0.144
put	762	2.40	4.40	0.00	0.263	0.00	0.00	-0.539	-2.646	0.143
put	762.5	1.10	6.00	0.00	0.278	0.00	0.00	-0.554	-2.771	0.143
put	763	3.00	4.90	0.00	0.257	0.00	0.00	-0.572	-2.704	0.142
put	764	3.10	5.40	0.00	0.249	0.00	0.00	-0.608	-2.591	0.139
put	765	4.30	6.30	2.88	0.267	2.00	1.00	-0.631	-2.726	0.137
put	766	4.70	7.30	0.00	0.292	0.00	0.00	-0.668	-2.535	0.131
put	767	4.20	7.80	0.00	0.274	0.00	0.00	-0.694	-2.470	0.127
put	767.5	4.10	9.00	0.00	0.343	0.00	0.00	-0.732	-2.075	0.119
put	768	4.60	9.50	0.00	0.354	0.00	0.00	-0.739	-2.118	0.118
put	769	5.60	10.50	0.00	0.378	0.00	0.00	-0.753	-2.209	0.114
put	770	6.60	11.50	19.44	0.399	0.00	0.00	-0.765	-2.278	0.111
put	771	7.60	12.50	0.00	0.421	0.00	0.00	-0.775	-2.346	0.108
put	772	10.00	13.10	0.00	0.407	0.00	0.00	-0.794	-2.258	0.103
put	772.5	10.60	13.80	0.00	0.436	0.00	0.00	-0.813	-2.060	0.097
put	773	11.10	14.30	0.00	0.446	0.00	0.00	-0.817	-2.082	0.096
put	774	12.20	14.80	10.70	0.418	0.00	0.00	-0.837	-1.910	0.089
put	775	13.10	16.20	0.00	0.477	0.00	0.00	-0.834	-2.120	0.090
put	776	12.60	17.50	0.00	0.524	0.00	0.00	-0.833	-2.270	0.090
put	777	13.60	18.50	0.00	0.543	0.00	0.00	-0.839	-2.303	0.088
put	777.5	14.10	19.00	0.00	0.553	0.00	0.00	-0.842	-2.318	0.087
put	778	14.60	19.50	0.00	0.563	0.00	0.00	-0.845	-2.333	0.086
put	779	15.60	20.50	0.00	0.582	0.00	0.00	-0.850	-2.360	0.084
put	780	16.60	21.50	0.00	0.601	0.00	0.00	-0.855	-2.386	0.082
put	781	17.60	22.50	0.00	0.619	0.00	0.00	-0.860	-2.409	0.081
put	782	18.60	23.50	0.00	0.638	0.00	0.00	-0.864	-2.431	0.079
put	782.5	19.10	24.00	0.00	0.647	0.00	0.00	-0.866	-2.441	0.078
put	783	19.60	24.50	0.00	0.656	0.00	0.00	-0.868	-2.451	0.077
put	784	20.60	25.50	0.00	0.674	0.00	0.00	-0.872	-2.469	0.076
put	785	21.60	26.50	0.00	0.692	0.00	0.00	-0.875	-2.486	0.074
put	786	22.60	27.50	0.00	0.710	0.00	0.00	-0.879	-2.502	0.073
put	787	23.60	28.50	0.00	0.728	0.00	0.00	-0.882	-2.516	0.072
put	787.5	24.10	29.00	0.00	0.737	0.00	0.00	-0.883	-2.523	0.071
put	788	24.60	29.50	0.00	0.745	0.00	0.00	-0.885	-2.530	0.070
put	789	25.60	30.50	0.00	0.763	0.00	0.00	-0.888	-2.542	0.069
put	790	26.60	31.50	0.00	0.780	0.00	0.00	-0.890	-2.552	0.068
put	791	27.60	32.50	0.00	0.797	0.00	0.00	-0.893	-2.562	0.067
put	792	28.60	33.50	0.00	0.814	0.00	0.00	-0.896	-2.571	0.066
put	792.5	29.10	34.00	0.00	0.822	0.00	0.00	-0.897	-2.575	0.065
put	793	29.60	34.50	0.00	0.831	0.00	0.00	-0.898	-2.579	0.064
put	794	30.60	35.50	0.00	0.848	0.00	0.00	-0.900	-2.587	0.063
put	795	31.60	36.50	0.00	0.865	0.00	0.00	-0.903	-2.595	0.062
put	797.5	34.10	39.00	0.00	0.907	0.00	0.00	-0.908	-2.616	0.060
put	800	36.60	41.50	0.00	0.946	0.00	0.00	-0.912	-2.616	0.058
put	805	41.60	46.50	0.00	1.025	0.00	0.00	-0.921	-2.621	0.053
put	810	46.60	51.50	0.00	1.104	0.00	0.00	-0.928	-2.623	0.050
put	815	51.60	56.50	0.00	1.180	0.00	0.00	-0.934	-2.605	0.046
put	820	56.60	61.50	0.00	1.254	0.00	0.00	-0.939	-2.580	0.043
put	825	61.60	66.50	0.00	1.326	0.00	0.00	-0.944	-2.547	0.041
put	830	66.60	71.50	0.00	1.397	0.00	0.00	-0.948	-2.508	0.038
put	835	71.60	76.50	0.00	1.466	0.00	0.00	-0.952	-2.464	0.036
put	840	76.60	81.50	0.00	1.535	0.00	0.00	-0.955	-2.470	0.034
put	845	81.60	86.50	0.00	1.602	0.00	0.00	-0.956	-2.507	0.033

Latest SEC filings

Filed	Form	Description	Period	Link
No filings.

Filed

Form

Description

Period

Link

No filings.

Insider activity by month

Month	Bought	Buys	Sold	Sells
2026-11	0	0	0	0
2026-10	0	0	0	0
2026-09	0	0	0	0
2026-08	0	0	0	0
2026-07	0	0	0	0
2026-06	0	0	0	0
2026-05	0	0	0	0
2026-04	0	0	0	0
2026-03	0	0	0	0
2026-02	0	0	0	0
2026-01	0	0	0	0
2025-12	0	0	0	0
2025-11	0	0	0	0

Institutional holders

Manager	% owned
BlackRock, Inc.	7.43%
ENVESTNET ASSET MANAGEMENT INC	3.50%
MARSHALL WACE, LLP	3.37%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.96%
Creative Planning	2.18%
MORGAN STANLEY	2.09%
BANK OF AMERICA CORP /DE/	1.87%
NISA INVESTMENT ADVISORS, LLC	1.86%
WELLS FARGO & COMPANY/MN	1.73%
Capula Management Ltd	1.69%

Funds

Fund	% owned
Potomac Defensive Bull Fund	0.30%
Strategic Advisers U.S. Total Stock Fund	0.25%
iShares Core 80/20 Aggressive Allocation ETF	0.17%
iShares Core 60/40 Balanced Allocation ETF	0.15%
BlackRock 80/20 Target Allocation Fund	0.07%
Free Market U.S. Equity Fund	0.06%
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)	0.06%
S&P 500 Index Master Portfolio	0.05%
iShares Core 40/60 Moderate Allocation ETF	0.05%
BlackRock Global Tactical Strategies Portfolio	0.05%

Dividends

per share

Ex date	Ordinary	Special
2026-09-15	2.2030	0.0000
2026-06-15	1.9960	0.0000
2026-03-17	1.7840	0.0000
2025-12-16	2.4140	0.0000
2025-09-16	1.9950	0.0000
2025-06-16	1.8670	0.0000
2025-03-18	1.7650	0.0000
2024-12-17	2.1340	0.0000
2024-09-25	2.2350	0.0000
2024-06-11	1.6110	0.0000
2024-03-21	1.6650	0.0000
2023-12-20	1.9250	0.0000
2023-09-26	1.9870	0.0000
2023-06-07	1.3390	0.0000
2023-03-23	1.6480	0.0000
2022-12-13	1.7240	0.0000
2022-09-26	1.9060	0.0000
2022-06-09	1.2830	0.0000
2022-03-24	1.4810	0.0000
2021-12-13	1.4980	0.0000
2021-09-24	1.6930	0.0000
2021-06-10	1.2250	0.0000
2021-03-25	1.3110	0.0000
2020-12-14	1.6100	0.0000
2020-09-23	1.5060	0.0000
2020-06-15	1.2610	0.0000
2020-03-25	1.5310	0.0000
2019-12-16	1.6020	0.4370
2019-09-24	1.4810	0.0020
2019-06-17	1.7760	0.0020
2019-03-20	1.1280	0.0020
2018-12-28	0.0000	0.3220
2018-12-17	1.4380	0.0040
2018-09-26	1.2740	0.0030
2018-06-26	1.2780	0.0030
2018-03-22	1.2260	0.0030
2017-12-19	1.2700	0.0030
2017-09-26	1.2810	0.0030
2017-06-27	1.1140	0.0030
2017-03-24	1.0290	0.0030
2016-12-21	1.3010	0.0030

Period	Amount	Yield	Payout	Kind
2016FY	1.3010	0.58%	-%	paid
2017FY	4.6940	1.75%	-%	paid
2018FY	5.2160	2.08%	-%	paid
2019FY	5.9870	1.85%	-%	paid
2020FY	5.9080	1.57%	-%	paid
2021FY	5.7270	1.20%	-%	paid
2022FY	6.3940	1.66%	-%	paid
2023FY	6.8990	1.44%	-%	paid
2024FY	7.6450	1.30%	-%	paid
2025FY	8.0410	1.17%	-%	paid
2026FY	8.3970	1.10%	-%	estimate

OakChart. IVV. Cached 15 minutes. Terms

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