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IVVB BLACKROCK ETF TRUST II

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ISHARES LRG CAP (fund)

30 managers (30 13F filers) reported a position in IVVB shares at 2025-09-30, 2,131,699 shares in all. 9 filers opened a position and 20 filers sold out during the quarter.

Managers
30
13F filers
30
New
9
Added
8
Reduced
7
Sold out
20
Shares held by filers
2,131,699

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BlackRock, Inc.in group BlackRock, Inc.470,000$15.4M<0.01%-120,00013F-HRTimelineGroup
Wick Capital Partners, LLC437,296$14.3M3.41%+434,01513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS412,398$13.5M0.03%+34,05113F-HRTimeline
Planned Solutions, Inc.187,028$6.12M2.12%+71013F-HRTimeline
Americana Partners, LLC97,869$3.2M0.1%-172,58813F-HRTimeline
Vantage Financial Partners, LLC91,954$3.01M0.63%-12,38113F-HRTimeline
ERn Financial, LLC61,468$2.01M0.4%+1,28413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,804$1.83M<0.01%+16,48013F-HRTimelineGroup
PFG Investments, LLC44,134$1.44M0.07%-93913F-HRTimeline
Wallace Advisory Group, LLC43,960$1.36M1.1%-4,10013F-HRTimeline
Valmark Advisers, Inc.36,316$1.19M0.02%+7,26613F-HRTimeline
Strategic Blueprint, LLC32,084$1.05M0.05%-33413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…26,500$867K0.06%new13F-HRTimelineGroup
Csenge Advisory Group25,383$831K0.04%+10,22013F-HRTimeline
Formidable Asset Management, LLC23,509$729K0.11%new13F-HRTimeline
NewEdge Advisors, LLC19,596$641K<0.01%+4,90813F-HRTimeline
KM Capital Management Ltd.14,800$484K0.22%013F-HRTimeline
OLD MISSION CAPITAL LLC14,059$460K0.02%new13F-HRTimeline
HighTower Advisors, LLC10,750$352K<0.01%new13F-HRTimeline
Cetera Investment Advisers7,345$240K<0.01%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,474$216K<0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding6,014$200K-14,523Timeline
Clearstead Advisors, LLC3,173$104K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,668$54.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,600$52.4K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc280$9.16K<0.01%013F-HR/ATimeline
AE Wealth Management LLC140$4.58K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO54$1.77K<0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31$1.01K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG12$393<0.01%new13F-HRTimelineGroup