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IVVM BLACKROCK ETF TRUST II

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ISHARES LARG CAP (fund)

17 managers (18 13F filers) reported a position in IVVM shares at 2025-06-30, 2,140,918 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
17
13F filers
18
New
5
Added
6
Reduced
3
Sold out
2
Shares held by filers
2,140,918

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.1,064,500$34.5M<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding491,410$15.9M+104,154Timeline
CAPTRUST FINANCIAL ADVISORS327,166$10.6M0.02%+217,70813F-HRTimeline
CRA Financial Services, LLC157,971$5.11M0.78%-14,45213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,712$994K<0.01%+19,33113F-HR/ATimelineGroup
Strategic Blueprint, LLC30,318$981K0.05%-1,67013F-HRTimeline
NewEdge Advisors, LLC12,143$393K<0.01%+1,55013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,594$278K<0.01%new13F-HRTimelineGroup
LifeGoal Investments, LLC7,656$248K0.24%-2,97913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,953$225K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,295$74.3K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC492$15.9K<0.01%013F-HRTimeline
AE Wealth Management LLC450$14.6K<0.01%+28313F-HRTimeline
IFP Advisors, Inc215$6.96K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.42$1.29K<0.01%+2813F-HRTimeline
DHJJ Financial Advisors, Ltd.1$33<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.