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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 2025-06-30, 66,448,514 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
41
13F filers
42
New
6
Added
14
Reduced
12
Sold out
6
Shares held by filers
66,448,514

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…60,706,457$461M5.07%new13F-HRTimelineGroup
3EDGE Asset Management, LP2,960,255$91.8M5.71%-3,83213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.590,000$18.3M<0.01%-360,00013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS378,347$11.7M0.03%+47,41613F-HRTimeline
Wick Capital Partners, LLC3,281$11.2M2.94%-336,10913F-HRTimeline
Cambridge Investment Research Advisors,…271,787$8.43M0.03%+10,94913F-HRTimeline
Americana Partners, LLC270,457$8.39M0.29%-1,067,53213F-HRTimeline
Planned Solutions, Inc.186,318$5.78M2.22%+2,12613F-HRTimeline
Alliance Wealth Advisors, LLC /UT152,930$4.74M1.14%+8,31213F-HRTimeline
Vantage Financial Partners, LLC104,335$3.24M0.75%-13,54813F-HRTimeline
Portside Wealth Group, LLC90,638$2.81M0.42%+4,22313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC85,061$2.64M2.02%+4913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC73,774$2.29M<0.01%013F-HRTimelineGroup
ERn Financial, LLC60,184$1.87M0.39%new13F-HRTimeline
Arete Wealth Advisors, LLC59,663$1.85M0.13%new13F-HRTimeline
Wallace Advisory Group, LLC48,060$1.41M1.02%new13F-HRTimeline
PFG Investments, LLC45,073$1.4M0.08%-35213F-HRTimeline
Matrix Trust Co42,028$1.3M0.21%+7,36413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,324$1.22M<0.01%-28,02413F-HRTimelineGroup
Prosperity Consulting Group, LLC33,277$1.03M0.08%013F-HRTimeline
Strategic Blueprint, LLC32,418$1.01M0.05%-1,54913F-HRTimeline
Valmark Advisers, Inc.29,050$901K0.01%+4,61513F-HRTimeline
NORDEN GROUP LLC28,782$893K0.1%+7,18413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,485$733K<0.01%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,537$655K-320Timeline
Financial Network Wealth Advisors LLC16,022$497K0.6%+72213F-HRTimeline
Csenge Advisory Group15,163$461K0.02%+1,38913F-HRTimeline
KM Capital Management Ltd.14,800$459K0.23%013F-HRTimeline
NewEdge Advisors, LLC14,688$455K<0.01%+1,93713F-HRTimeline
TOWNSQUARE CAPITAL LLC14,018$435K0.04%-422,41813F-HRTimeline
Gibbs Wealth Management10,877$337K0.06%+60613F-HRTimeline
REGIMEN WEALTH, LLC8,948$277K0.09%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,277$257K<0.01%013F-HRTimeline
Modern Wealth Management, LLC6,502$202K0.01%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.1,668$51.7K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,600$49.6K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc280$8.68K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.65$2.02K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO54$1.68K<0.01%-1,54613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31$961<0.01%-21913F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.