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IVVM BLACKROCK ETF TRUST II

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ISHARES LARG CAP (fund)

22 managers (23 13F filers) reported a position in IVVM shares at 2025-09-30, 2,632,505 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
23
New
8
Added
10
Reduced
2
Sold out
2
Shares held by filers
2,632,505

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$36.4M<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding647,565$22.1M+156,155Timeline
CAPTRUST FINANCIAL ADVISORS349,413$11.9M0.02%+22,24713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC180,531$6.17M<0.01%new13F-HRTimelineGroup
CRA Financial Services, LLC159,946$5.47M0.75%+1,97513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.55,069$1.88M1.93%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,217$1.54M<0.01%+14,50513F-HRTimelineGroup
Strategic Blueprint, LLC30,845$1.05M0.05%+52713F-HRTimeline
PFG Advisors21,954$751K0.03%new13F-HRTimeline
LifeGoal Investments, LLC20,847$713K0.59%+13,19113F-HRTimeline
NewEdge Advisors, LLC16,442$562K<0.01%+4,29913F-HRTimeline
HighTower Advisors, LLC12,117$414K<0.01%new13F-HRTimeline
Cetera Investment Advisers9,760$334K<0.01%new13F-HRTimeline
LPL Financial LLC9,284$318K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,587$123K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC3,039$104K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…897$30.7K<0.01%-1,39813F-HRTimelineGroup
AE Wealth Management LLC768$26.3K<0.01%+31813F-HRTimeline
CoreCap Advisors, LLC492$16.8K<0.01%013F-HRTimeline
IFP Advisors, Inc217$7.42K<0.01%+213F-HR/ATimeline
Sunbelt Securities, Inc.14$479<0.01%-2813F-HRTimeline
DHJJ Financial Advisors, Ltd.1$35<0.01%013F-HRTimeline