Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
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Equity / Common Stock
-
Shares outstanding
-
3,645,548
-
Number of holders
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17
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Total 13F shares, excl. options
-
2,140,918
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Shares change
-
+289,214
-
Total reported value, excl. options
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$69,301,345
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Value change
-
+$9,457,034
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Number of buys
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11
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Number of sells
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-5
-
Price
-
$32.37
Significant Holders of iShares Large Cap Moderate Buffer ETF - Common Stock (IVVM) as of Q2 2025
19 filings reported holding IVVM - iShares Large Cap Moderate Buffer ETF - Common Stock as of Q2 2025.
iShares Large Cap Moderate Buffer ETF - Common Stock (IVVM) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,140,918 shares
of 3,645,548 outstanding shares and own 58.73% of the company stock.
Largest 10 shareholders include BlackRock, Inc. (1,064,500 shares), ENVESTNET ASSET MANAGEMENT INC (464,422 shares), CAPTRUST FINANCIAL ADVISORS (327,166 shares), CRA Financial Services, LLC (157,971 shares), OSAIC HOLDINGS, INC. (30,712 shares), Strategic Blueprint, LLC (30,318 shares), Envestnet Portfolio Solutions, Inc. (26,988 shares), NewEdge Advisors, LLC (12,143 shares), GOLDMAN SACHS GROUP INC (8,594 shares), and LifeGoal Wealth Advisors (7,656 shares).
This table shows the top 17 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.