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IVVB BLACKROCK ETF TRUST II

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ISHARES LRG CAP (fund)

28 managers (28 13F filers) reported a position in IVVB shares at 2026-03-31, 2,491,829 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
28
13F filers
28
New
4
Added
10
Reduced
8
Sold out
4
Shares held by filers
2,491,829

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Wick Capital Partners, LLC1,092,536$35M6.38%+66,18513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.455,000$14.6M<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS291,121$9.33M0.02%-42,45113F-HRTimeline
Planned Solutions, Inc.177,295$5.68M1.87%-4,98313F-HRTimeline
ERn Financial, LLC69,680$2.23M0.42%+1,10713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…65,648$2.1M<0.01%+8,68413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC51,252$1.64M<0.01%+36,73613F-HRTimelineGroup
Valmark Advisers, Inc.46,348$1.48M0.02%+4,73513F-HRTimeline
BIP Wealth, LLC32,562$1.04M0.04%+97413F-HRTimeline
Americana Partners, LLC28,713$920K0.02%-38,87713F-HRTimeline
Csenge Advisory Group27,907$894K0.04%-31113F-HRTimeline
Formidable Asset Management, LLC24,019$794K0.12%-1,38213F-HRTimeline
NewEdge Advisors, LLC22,481$720K<0.01%+1,23713F-HR/ATimeline
LPL Financial LLC21,612$692K<0.01%new13F-HRTimeline
Cetera Investment Advisers19,208$615K<0.01%+2,33113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,380$525K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,800$474K<0.01%013F-HRTimeline
PFG Investments, LLC11,719$375K0.02%-29,19613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,501$240K0.01%-1,65713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,599$211K<0.01%-30413F-HRTimeline
Clearstead Advisors, LLC3,173$102K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,073$98.5K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,901$60.9K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.791$25.3K<0.01%+76013F-HRTimelineGroup
IFP Advisors, Inc290$9.29K<0.01%+1013F-HRTimeline
AE Wealth Management LLC140$4.49K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO54$1.71K<0.01%013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26$1K<0.01%new13F-HRTimelineGroup