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Disclosery

IVVB BLACKROCK ETF TRUST II

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ISHARES LRG CAP (fund)

41 managers (42 13F filers) reported a position in IVVB shares at 2025-03-31, 7,750,683 shares in all. 29 filers opened a position and 2 filers sold out during the quarter.

Managers
41
13F filers
42
New
29
Added
5
Reduced
5
Sold out
2
Shares held by filers
7,750,683

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
3EDGE Asset Management, LP2,964,087$86.9M5.91%new13F-HRTimeline
Americana Partners, LLC1,337,989$39.2M1.52%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.950,000$27.9M<0.01%013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC436,436$12.8M0.14%new13F-HRTimeline
Wick Capital Partners, LLC339,390$9.95M2.97%-77,51413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS330,931$9.7M0.02%+54,57013F-HRTimeline
Cambridge Investment Research Advisors,…260,838$7.65M0.03%new13F-HRTimeline
Planned Solutions, Inc.184,192$5.4M2.22%+2,32813F-HRTimeline
Alliance Wealth Advisors, LLC /UT144,618$4.24M1.11%new13F-HRTimeline
Vantage Financial Partners, LLC117,883$3.46M0.86%-1,22213F-HRTimeline
Portside Wealth Group, LLC86,415$2.53M0.41%new13F-HR/ATimeline
CERTIOR FINANCIAL GROUP, LLC85,012$2.49M2.06%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC73,774$2.16M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,348$1.97M<0.01%+22,85913F-HRTimelineGroup
PFG Investments, LLC45,425$1.33M0.09%-28613F-HRTimeline
Matrix Trust Co34,664$1.02M0.17%new13F-HRTimeline
Strategic Blueprint, LLC33,967$996K0.05%+2,33113F-HRTimeline
Prosperity Consulting Group, LLC33,277$976K0.08%new13F-HRTimeline
Valmark Advisers, Inc.24,435$716K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,485$689K<0.01%new13F-HRTimeline
NORDEN GROUP LLC21,598$633K0.07%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,857$611KnewTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…19,778$592K0.02%-19,22213F-HRTimelineGroup
Financial Network Wealth Advisors LLC15,300$449K0.59%new13F-HRTimeline
KM Capital Management Ltd.14,800$434K0.23%new13F-HRTimeline
Csenge Advisory Group13,774$392K0.02%new13F-HRTimeline
NewEdge Advisors, LLC12,751$374K<0.01%new13F-HRTimeline
Gibbs Wealth Management10,271$301K0.07%new13F-HRTimeline
Financial Designs Corp10,035$294K0.2%-321,41213F-HRTimeline
REGIMEN WEALTH, LLC8,948$262K0.08%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,277$243K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.8,080$237K0.02%new13F-HRTimeline
Continuum Advisory, LLC6,353$186K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,668$48.9K<0.01%+1413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,600$48.9K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,600$46.9K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.490$14.4K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.250$7.33K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.65$1.91K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG22$645<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.