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IVVB BLACKROCK ETF TRUST II

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ISHARES LRG CAP (fund)

29 managers (29 13F filers) reported a position in IVVB shares at 2025-12-31, 2,556,460 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
29
13F filers
29
New
7
Added
10
Reduced
7
Sold out
8
Shares held by filers
2,556,460

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Wick Capital Partners, LLC1,026,351$33.9M6.08%+589,05513F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.455,000$15M<0.01%-15,00013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS333,572$11M0.02%-78,82613F-HRTimeline
Planned Solutions, Inc.182,278$6.03M1.95%-4,75013F-HRTimeline
Vantage Financial Partners, LLC89,010$2.94M0.6%-2,94413F-HRTimeline
ERn Financial, LLC68,573$2.27M0.43%+7,10513F-HRTimeline
Americana Partners, LLC67,590$2.24M0.06%-30,27913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,964$1.88M<0.01%+1,16013F-HRTimelineGroup
Valmark Advisers, Inc.41,613$1.38M0.02%+5,29713F-HRTimeline
PFG Investments, LLC40,915$1.35M0.06%-3,21913F-HRTimeline
BIP Wealth, LLC31,588$1.04M0.04%new13F-HRTimeline
Csenge Advisory Group28,218$933K0.04%+2,83513F-HRTimeline
Formidable Asset Management, LLC25,401$831K0.12%+1,89213F-HRTimeline
NewEdge Advisors, LLC21,244$703K<0.01%+1,64813F-HRTimeline
Cetera Investment Advisers16,877$558K<0.01%+9,53213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,800$489K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,516$480K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC10,871$360K<0.01%+12113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,158$303K0.01%-17,34213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,903$228K<0.01%+5,23513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,119$202K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC3,173$105K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,901$62.9K<0.01%new13F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,744$57.7K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,576$52.1K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc280$9.26K<0.01%013F-HRTimeline
AE Wealth Management LLC140$4.63K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO54$1.79K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31$1.02K<0.01%013F-HRTimelineGroup