Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
4,241,036
-
Total 13F shares
-
398,700
-
Share change
-
-1,212
-
Total reported value
-
$13,870,797
-
Price per share
-
$34.79
-
Number of holders
-
13
-
Value change
-
-$10,468
-
Number of buys
-
6
-
Number of sells
-
3
Institutional Holders of iShares Large Cap Moderate Quarterly Laddered ETF - Common Stock (IVVM) as of Q4 2025
As of 31 Dec 2025,
iShares Large Cap Moderate Quarterly Laddered ETF - Common Stock (IVVM) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
398,700 shares.
The largest 10 holders included
CRA Financial Services, LLC, Vavra Capital Management, LLC, Envestnet Portfolio Solutions, Inc., BIP Wealth, LLC, LifeGoal Investments, LLC, HighTower Advisors, LLC, Shade Tree Advisors LLC, Chatterton & Associates Inc., ASSETMARK, INC, and AE Wealth Management LLC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.