iShares Large Cap Moderate Buffer ETF - Common Stock (IVVM)

Historical Holders from Q3 2023 to Q3 2025

Type / Class
Equity / Common Stock
Symbol
IVVM
Shares outstanding
3,645,548
Price per share
$34.20
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
2,632,505
Total reported value
$90,024,816
% of total 13F portfolios
0%
Share change
+491,587
Value change
+$16,838,597
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
23
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares Large Cap Moderate Buffer ETF - Common Stock (IVVM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 29% -11% $36,405,794 1,064,500 0% BlackRock Portfolio Management LLC 30 Sep 2025
As of 30 Sep 2025, iShares Large Cap Moderate Buffer ETF - Common Stock (IVVM) has 23 institutional shareholders filing 13F forms. They hold 2,632,505 shares. of 3,645,548 outstanding shares (72%) .

Top 25 institutional shareholders own 72% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BlackRock, Inc. 29% 1,064,500 0% 0% $36,405,900
ENVESTNET ASSET MANAGEMENT INC 17% 606,284 +31% 0.01% $20,734,927
CAPTRUST FINANCIAL ADVISORS 9.6% 349,413 +6.8% 0.02% $11,949,925
RAYMOND JAMES FINANCIAL INC 5% 180,531 0% $6,174,160
CRA Financial Services, LLC 4.4% 159,946 +1.3% 0.75% $5,470,140
EVOLUTION WEALTH MANAGEMENT INC. 1.5% 55,069 1.9% $1,883,360
OSAIC HOLDINGS, INC. 1.2% 45,217 +47% 0% $1,539,575
Envestnet Portfolio Solutions, Inc. 1.1% 41,281 +53% 0.01% $1,411,810
Strategic Blueprint, LLC 0.85% 30,845 +1.7% 0.05% $1,054,898
PFG Advisors 0.6% 21,954 0.03% $750,827
LifeGoal Investments, LLC 0.57% 20,847 +172% 0.59% $712,960
NewEdge Advisors, LLC 0.45% 16,442 +35% 0% $562,315
HighTower Advisors, LLC 0.33% 12,117 0% $414,401
Cetera Investment Advisers 0.27% 9,760 0% $333,792
LPL Financial LLC 0.25% 9,284 0% $317,513
ASSETMARK, INC 0.1% 3,587 0% $122,675
Clearstead Advisors, LLC 0.08% 3,039 0% $103,934
Ameritas Advisory Services, LLC 0.02% 897 -61% 0% $30,677
AE Wealth Management LLC 0.02% 768 +71% 0% $26,266
CoreCap Advisors, LLC 0.01% 492 0% 0% $16,826
IFP Advisors, Inc 0.01% 217 +0.93% 0% $7,421
Sunbelt Securities, Inc. 0% 14 -67% 0% $479
DHJJ Financial Advisors, Ltd. 0% 1 0% 0% $35
COMMONWEALTH EQUITY SERVICES, LLC 0% 0 -100% $0
GOLDMAN SACHS GROUP INC 0% 0 -100% $0

Institutional Holders of iShares Large Cap Moderate Buffer ETF - Common Stock (IVVM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q3 2,632,505 $90,024,816 +$16,838,597 3,420% 23
2025 Q2 2,140,918 $69,301,345 +$9,457,034 3,237% 17
2025 Q1 1,851,704 $56,597,537 -$11,251,519 3,056.51% 14
2024 Q4 2,217,903 $68,005,919 +$23,200,000 3,066.21% 16
2024 Q3 1,445,120 $43,726,361 +$2,946,642 3,025.76% 11
2024 Q2 1,348,609 $39,060,517 +$4,842,173 2,896.33% 10
2024 Q1 1,181,438 $32,915,099 +$20,667,702 2,786.02% 3
2023 Q4 439,603 $11,682,537 +$751,068 2,657.52% 4
2023 Q3 411,341 $10,300,883 +$10,300,883 2,504.22% 3