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IVVM BLACKROCK ETF TRUST II

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ISHARES LARG CAP (fund)

17 managers (17 13F filers) reported a position in IVVM shares at 2024-12-31, 2,217,903 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
17
13F filers
17
New
5
Added
7
Reduced
0
Sold out
1
Shares held by filers
2,217,903

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.1,064,500$32.6M<0.01%013F-HRTimelineGroup
Americana Partners, LLC496,914$15.2M0.62%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC176,095$5.4M<0.01%new13F-HRTimelineGroup
CRA Financial Services, LLC165,515$5.08M0.87%+10,87513F-HRTimeline
M Holdings Securities, Inc.103,341$3.17M0.51%+28,45513F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS86,643$2.66M0.01%+19,19313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,750$1.86M<0.01%+14,60413F-HRTimelineGroup
Strategic Blueprint, LLC29,753$912K0.05%+7,89713F-HRTimeline
LifeGoal Investments, LLC16,194$497K0.54%13F-HRTimeline
HighTower Advisors, LLC12,117$372K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,429$166K<0.01%+5,13113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO502$15.4K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC95$2.91K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.42$1.29K<0.01%+1613F-HRTimeline
UBS Group AGin group UBS Group AG12$368<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1$31<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.