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Disclosery

IVVM BLACKROCK ETF TRUST II

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ISHARES LARG CAP (fund)

36 managers (37 13F filers) reported a position in IVVM shares at 2026-06-30, 3,432,683 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
36
13F filers
37
New
6
Added
14
Reduced
12
Sold out
2
Shares held by filers
3,432,683

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BlackRock, Inc.in group BlackRock, Inc.1,065,711$39.4M<0.01%+1,21113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding794,890$29.4M-95,129Timeline
FOUNDERS FINANCIAL SECURITIES LLC437,284$16.2M0.83%-1,08113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC224,671$8.3M<0.01%-90613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS162,000$5.99M0.01%-39,45413F-HRTimeline
CRA Financial Services, LLC155,877$5.76M0.66%-1,82713F-HRTimeline
LPL Financial LLC114,901$4.25M<0.01%-8,55313F-HRTimeline
Vavra Capital Management, LLC103,066$3.81M3.33%+98213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV64,325$2.43M0.79%+2,44513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,670$1.8M<0.01%+1,84113F-HRTimelineGroup
PFG Investments, LLC36,288$1.34M0.05%new13F-HRTimeline
Cetera Investment Advisers32,249$1.19M<0.01%+3,19313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,187$1.04M<0.01%+1,20213F-HRTimelineGroup
LifeGoal Investments, LLC24,372$901K0.41%+4,29413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management20,867$771K0.01%+1,84113F-HRTimelineGroup
NewEdge Advisors, LLC20,223$747K<0.01%-18413F-HRTimeline
COFG Advisors, LLC17,016$629K0.11%+1,66213F-HRTimeline
HighTower Advisors, LLC12,117$448K<0.01%013F-HRTimeline
Savvy Advisors, Inc.9,288$343K0.01%new13F-HRTimeline
Chatterton & Associates Inc.8,042$299K0.18%013F-HRTimeline
MML INVESTORS SERVICES, LLC7,185$266K<0.01%new13F-HRTimeline
GWN SECURITIES INC.6,209$229K0.04%-13313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,804$214K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC5,803$214K<0.01%+2,42413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,783$214K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,433$201K<0.01%-1,41413F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…5,433$201K0.02%-5,43313F-HRTimeline
Clearstead Advisors, LLC3,039$112K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,473$91.4K0.01%new13F-HRTimeline
Harborfront Financial Group LLC2,015$74.5K0.28%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,820$67K<0.01%+613F-HRTimelineGroup
AE Wealth Management LLC783$28.9K<0.01%+1613F-HRTimeline
CoreCap Advisors, LLC466$17.2K<0.01%-2613F-HRTimeline
IFP Advisors, Inc242$8.94K<0.01%+2513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC150$5.54K<0.01%-3,07613F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1$37<0.01%013F-HRTimeline