Skip to content

IVVM BLACKROCK ETF TRUST II

Follow

ISHARES LARG CAP (fund)

23 managers (24 13F filers) reported a position in IVVM shares at 2025-12-31, 2,849,708 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
23
13F filers
24
New
4
Added
8
Reduced
2
Sold out
5
Shares held by filers
2,849,708

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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$37M<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding817,389$28.4M+169,824Timeline
CAPTRUST FINANCIAL ADVISORS268,303$9.33M0.02%-81,11013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC190,603$6.63M<0.01%+10,07213F-HRTimelineGroup
CRA Financial Services, LLC161,434$5.62M0.73%+1,48813F-HRTimeline
Vavra Capital Management, LLC98,918$3.44M3.38%13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV47,383$1.67M0.64%new13F-HRTimeline
BIP Wealth, LLC30,320$1.05M0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,279$1.05M<0.01%-14,93813F-HRTimelineGroup
Cetera Investment Advisers25,410$884K<0.01%+15,65013F-HRTimeline
LifeGoal Investments, LLC25,364$882K0.59%+4,51713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,028$801K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC19,034$662K<0.01%+2,59213F-HRTimeline
HighTower Advisors, LLC12,117$422K<0.01%013F-HRTimeline
Shade Tree Advisors LLC10,191$355K0.27%new13F-HRTimeline
LPL Financial LLC9,284$323K<0.01%013F-HRTimeline
Chatterton & Associates Inc.8,042$280K0.24%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,587$125K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC3,039$106K<0.01%013F-HRTimeline
AE Wealth Management LLC773$26.9K<0.01%+513F-HRTimeline
CoreCap Advisors, LLC492$17.1K<0.01%013F-HRTimeline
IFP Advisors, Inc217$7.55K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1$35<0.01%013F-HRTimeline