Latest Period
Q1 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 Q2 2026
Institutions Reporting
32
Shares (Excl. Options)
3,581,479
Price
$34.11
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- Security type / class
- Equity / Common Stock
- Symbol
- IVVM
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 3,581,479
- Total 13F value
- $122,719,324
- Portfolio coverage rank
- 0%
- Share change
- +731,771
- Value change
- +$25,389,082
- Number of holders
- 32
- Shares outstanding
- 4,554,321
- SEC-reported price per share
- $36.95
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.
- 32 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 32 to 5 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $122,719,324 to $2,188,449.
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 32 institutions filings for Q1 2026.
Security key
092528702
Latest holder period
Q1 2026
13F holders
32
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 31 Mar 2026, 32 institutional investors reported holding 3,581,479 shares of iShares Large Cap Moderate Quarterly Laddered ETF - Common Stock (IVVM). This represents 79% 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
78%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 23% | 1,064,500 | 0% | 0% | $36,310,095 |
| ENVESTNET ASSET MANAGEMENT INC | 18% | 831,026 | +7.9% | 0.01% | $28,346,310 |
| FOUNDERS FINANCIAL SECURITIES LLC | 9.6% | 438,365 | 0.87% | $15,355,926 | |
| RAYMOND JAMES FINANCIAL INC | 5% | 225,577 | +18% | 0% | $7,694,431 |
| CAPTRUST FINANCIAL ADVISORS | 4.4% | 201,454 | -25% | 0.01% | $6,871,596 |
| CRA Financial Services, LLC | 3.5% | 157,704 | -2.3% | 0.7% | $5,379,284 |
| LPL Financial LLC | 2.7% | 123,454 | +1230% | 0% | $4,211,016 |
| Vavra Capital Management, LLC | 2.2% | 102,084 | +3.2% | 3.4% | $3,482,085 |
| COMPASS CAPITAL CORP /MA/ /ADV | 1.4% | 61,880 | +31% | 0.86% | $2,251,813 |
| Envestnet Portfolio Solutions, Inc. | 1.3% | 58,993 | +25% | 0.01% | $2,012,251 |
| OLD MISSION CAPITAL LLC | 1.1% | 50,453 | 0.04% | $1,720,951 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1% | 46,829 | +103% | 0% | $1,597,337 |
| BIP Wealth, LLC | 0.68% | 31,105 | +2.6% | 0.04% | $1,061,006 |
| Cetera Investment Advisers | 0.64% | 29,056 | +14% | 0% | $991,100 |
| OSAIC HOLDINGS, INC. | 0.59% | 26,985 | -11% | 0% | $920,460 |
| NewEdge Advisors, LLC | 0.45% | 20,407 | +7.2% | 0% | $696,085 |
| LifeGoal Investments, LLC | 0.44% | 20,078 | -21% | 0.39% | $688,266 |
| Brookstone Capital Management | 0.42% | 19,026 | 0.01% | $648,977 | |
| COFG Advisors, LLC | 0.34% | 15,354 | 0.13% | $523,725 | |
| HighTower Advisors, LLC | 0.27% | 12,117 | 0% | 0% | $413,311 |
| Patriot Financial Group Insurance Agency, LLC | 0.24% | 10,866 | 0.02% | $370,616 | |
| Chatterton & Associates Inc. | 0.18% | 8,042 | 0% | 0.2% | $281,711 |
| Apollon Wealth Management, LLC | 0.15% | 6,847 | 0% | $233,551 | |
| GWN SECURITIES INC. | 0.14% | 6,342 | 0.04% | $216,333 | |
| Capital Analysts, LLC | 0.07% | 3,379 | 0% | $115,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q1 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 59,180 | $2,188,449 | +$24,992 | $36.95 | 5 |
| 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 |