Latest Period
Q2 2026
Security Snapshot
iShares Large Cap Moderate Quarterly Laddered ETF - Common Stock (IVVM) Institutional Ownership
CUSIP: 092528702
13F Institutional Holders and Ownership History from Q3 2023 to Q3 2026
Institutions Reporting
37
Shares (Excl. Options)
3,432,683
Price
$36.95
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- Security type / class
- Equity / Common Stock
- Symbol
- IVVM
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 3,432,683
- Total 13F value
- $126,906,468
- Portfolio coverage rank
- 0%
- Share change
- -148,796
- Value change
- -$5,264,601
- Number of holders
- 37
- Shares outstanding
- 4,554,321
- SEC-reported price per share
- $37.77
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IVVM - iShares Large Cap Moderate Quarterly Laddered ETF - Common Stock is tracked under CUSIP 092528702.
- 37 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 37 to 2 between Q2 2026 and Q3 2026.
- SEC-reported value moved from $126,906,468 to $937,944.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 37 institutions filings for Q2 2026.
Security key
092528702
Latest holder period
Q2 2026
13F holders
37
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 092528702:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
IVVM
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 23% | -6.8% | $39,381,219 | +$44,750 | 1,065,711 | +0.11% | BlackRock Portfolio Management LLC | 30 Jun 2026 |
As of 30 Jun 2026, 37 institutional investors reported holding 3,432,683 shares of iShares Large Cap Moderate Quarterly Laddered ETF - Common Stock (IVVM). This represents 75% of the company’s total 4,554,321 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
75%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 23% | 1,065,711 | +0.11% | 0% | $39,381,219 |
| ENVESTNET ASSET MANAGEMENT INC | 16% | 724,237 | -13% | 0.01% | $26,762,727 |
| FOUNDERS FINANCIAL SECURITIES LLC | 9.6% | 437,284 | -0.25% | 0.83% | $16,158,957 |
| RAYMOND JAMES FINANCIAL INC | 4.9% | 224,671 | -0.4% | 0% | $8,302,268 |
| CAPTRUST FINANCIAL ADVISORS | 3.6% | 162,000 | -20% | 0.01% | $5,986,386 |
| CRA Financial Services, LLC | 3.4% | 155,877 | -1.2% | 0.66% | $5,760,122 |
| LPL Financial LLC | 2.5% | 114,901 | -6.9% | 0% | $4,245,935 |
| Vavra Capital Management, LLC | 2.3% | 103,066 | +0.96% | 3.3% | $3,808,598 |
| Envestnet Portfolio Solutions, Inc. | 1.6% | 70,653 | +20% | 0.01% | $2,610,840 |
| COMPASS CAPITAL CORP /MA/ /ADV | 1.4% | 64,325 | +4% | 0.84% | $2,434,701 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1% | 48,670 | +3.9% | 0% | $1,798,503 |
| PFG Investments, LLC | 0.8% | 36,288 | 0.05% | $1,340,950 | |
| Cetera Investment Advisers | 0.71% | 32,249 | +11% | 0% | $1,191,697 |
| OSAIC HOLDINGS, INC. | 0.62% | 28,187 | +4.5% | 0% | $1,041,557 |
| LifeGoal Investments, LLC | 0.54% | 24,372 | +21% | 0.41% | $900,618 |
| Brookstone Capital Management | 0.46% | 20,867 | +9.7% | 0.01% | $771,098 |
| NewEdge Advisors, LLC | 0.44% | 20,223 | -0.9% | 0% | $747,302 |
| COFG Advisors, LLC | 0.37% | 17,016 | +11% | 0.11% | $628,792 |
| HighTower Advisors, LLC | 0.27% | 12,117 | 0% | 0% | $447,760 |
| Savvy Advisors, Inc. | 0.2% | 9,288 | 0.01% | $343,219 | |
| Chatterton & Associates Inc. | 0.18% | 8,042 | 0% | 0.18% | $298,760 |
| MML INVESTORS SERVICES, LLC | 0.16% | 7,185 | 0% | $265,507 | |
| GWN SECURITIES INC. | 0.14% | 6,209 | -2.1% | 0.04% | $229,444 |
| Bank of New York Mellon Corp | 0.13% | 5,804 | 0% | $214,477 | |
| Capital Analysts, LLC | 0.13% | 5,803 | +72% | 0% | $214,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
13
Latest
Q2 2026
Rows shown
1-13 of 13
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 24,833 | $937,944 | -$189 | $37.77 | 2 |
| 2026 Q2 | 3,432,683 | $126,906,468 | -$5,264,601 | $36.95 | 37 |
| 2026 Q1 | 3,581,479 | $122,719,324 | +$25,389,082 | $34.11 | 32 |
| 2025 Q4 | 2,849,708 | $99,157,968 | +$3,916,135 | $34.79 | 24 |
| 2025 Q3 | 2,632,505 | $90,024,816 | +$16,838,597 | $34.20 | 23 |
| 2025 Q2 | 2,140,918 | $69,301,345 | +$9,457,034 | $32.37 | 17 |
| 2025 Q1 | 1,851,704 | $56,597,537 | -$11,251,519 | $30.57 | 14 |
| 2024 Q4 | 2,217,903 | $68,005,919 | +$23,200,000 | $30.66 | 16 |
| 2024 Q3 | 1,445,120 | $43,726,361 | +$2,946,642 | $30.26 | 11 |
| 2024 Q2 | 1,348,609 | $39,060,517 | +$4,842,173 | $28.96 | 10 |
| 2024 Q1 | 1,181,438 | $32,915,099 | +$20,667,702 | $27.86 | 3 |
| 2023 Q4 | 439,603 | $11,682,537 | +$751,068 | $26.58 | 4 |
| 2023 Q3 | 411,341 | $10,300,883 | +$10,300,883 | $25.04 | 3 |