| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 12% | -10% | $14,967,225 | -$493,425 | 455,000 | -3.2% | BlackRock Portfolio Management LLC | 31 Dec 2025 |
As of 31 Dec 2025, 28 institutional investors reported holding 1,530,109 shares of iShares Large Cap Deep Quarterly Laddered ETF - Common Stock (IVVB). This represents 39% of the company’s total 3,922,414 outstanding shares.
The largest institutional shareholders of iShares Large Cap Deep Quarterly Laddered ETF - Common Stock (IVVB) together control 39% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | 455,000 | -3.2% | 0% | $15,046,850 |
| CAPTRUST FINANCIAL ADVISORS | 8.5% | 333,572 | -19% | 0.02% | $11,031,219 |
| Planned Solutions, Inc. | 4.6% | 182,278 | -2.5% | 1.9% | $6,027,933 |
| Vantage Financial Partners, LLC | 2.3% | 89,010 | -3.2% | 0.6% | $2,943,575 |
| ERn Financial, LLC | 1.7% | 68,573 | +12% | 0.43% | $2,267,709 |
| Americana Partners, LLC | 1.7% | 67,590 | -31% | 0.06% | $2,235,201 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.5% | 56,964 | +2.1% | 0% | $1,883,799 |
| Valmark Advisers, Inc. | 1.1% | 41,613 | +15% | 0.02% | $1,376,142 |
| PFG Investments, LLC | 1% | 40,915 | -7.3% | 0.06% | $1,353,059 |
| BIP Wealth, LLC | 0.81% | 31,588 | 0.04% | $1,044,628 | |
| Csenge Advisory Group | 0.72% | 28,218 | +11% | 0.04% | $933,169 |
| Formidable Asset Management, LLC | 0.65% | 25,401 | +8% | 0.12% | $831,121 |
| NewEdge Advisors, LLC | 0.54% | 21,244 | +8.4% | 0% | $702,545 |
| Cetera Investment Advisers | 0.43% | 16,877 | +130% | 0% | $558,131 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.38% | 14,800 | 0% | $489,436 | |
| RAYMOND JAMES FINANCIAL INC | 0.37% | 14,516 | 0% | $480,045 | |
| HighTower Advisors, LLC | 0.28% | 10,871 | +1.1% | 0% | $359,503 |
| Ameritas Advisory Services, LLC | 0.23% | 9,158 | -65% | 0.01% | $302,849 |
| HARBOUR INVESTMENTS, INC. | 0.18% | 6,903 | +314% | 0% | $228,267 |
| JANE STREET GROUP, LLC | 0.16% | 6,119 | 0% | $202,355 | |
| Clearstead Advisors, LLC | 0.08% | 3,173 | 0% | 0% | $104,932 |
| MORGAN STANLEY | 0.05% | 1,901 | 0% | $62,866 | |
| Kestra Advisory Services, LLC | 0.04% | 1,744 | 0% | $57,669 | |
| BANK OF AMERICA CORP /DE/ | 0.04% | 1,576 | 0% | $52,118 | |
| IFP Advisors, Inc | 0.01% | 280 | 0% | 0% | $9,260 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,530,109 | $50,591,822 | -$5,324,602 | $33.07 | 28 |
| 2025 Q3 | 2,131,699 | $69,641,419 | -$388,087,557 | $32.72 | 30 |
| 2025 Q2 | 13,579,416 | $440,261,069 | +$210,486,231 | $31.01 | 40 |
| 2025 Q1 | 7,750,683 | $227,251,398 | +$154,773,933 | $29.32 | 41 |
| 2024 Q4 | 2,469,809 | $75,428,947 | +$7,071,584 | $30.54 | 14 |
| 2024 Q3 | 2,238,261 | $67,729,778 | +$4,670,346 | $30.26 | 10 |
| 2024 Q2 | 2,086,386 | $59,816,880 | +$21,453,091 | $28.67 | 11 |
| 2024 Q1 | 1,338,112 | $36,978,852 | +$25,518,370 | $27.64 | 5 |
| 2023 Q4 | 415,499 | $10,785,232 | -$6,231,522 | $25.96 | 6 |
| 2023 Q3 | 677,988 | $16,590,366 | +$16,590,366 | $24.47 | 4 |