Latest Period
Q2 2026
Security Snapshot
iShares Large Cap Deep Quarterly Laddered ETF - Common Stock (IVVB) Institutional Ownership
CUSIP: 092528801
13F Institutional Holders and Ownership History from Q3 2023 to Q2 2026
Institutions Reporting
30
Shares (Excl. Options)
2,762,693
Price
$34.63
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- Security type / class
- Equity / Common Stock
- Symbol
- IVVB
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 2,762,693
- Total 13F value
- $95,610,402
- Portfolio coverage rank
- 0%
- Share change
- +270,864
- Value change
- +$9,558,724
- Number of holders
- 30
- Shares outstanding
- 3,586,945
- SEC-reported price per share
- $35.50
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
- IVVB - iShares Large Cap Deep Quarterly Laddered ETF - Common Stock is tracked under CUSIP 092528801.
- 30 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 28 to 30 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $79,863,123 to $95,610,402.
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 30 institutions filings for Q2 2026.
Security key
092528801
Latest holder period
Q2 2026
13F holders
30
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 092528801:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
IVVB
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 13% | +9.2% | $15,775,419 | +$18,769 | 455,542 | +0.12% | BlackRock Portfolio Management LLC | 30 Jun 2026 |
As of 30 Jun 2026, 30 institutional investors reported holding 2,762,693 shares of iShares Large Cap Deep Quarterly Laddered ETF - Common Stock (IVVB). This represents 77% of the company’s total 3,586,945 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
77%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Wick Capital Partners, LLC | 32% | 1,136,138 | +4% | 6.1% | $39,344,470 |
| BlackRock, Inc. | 13% | 455,542 | +0.12% | 0% | $15,775,419 |
| CAPTRUST FINANCIAL ADVISORS | 7.5% | 270,749 | -7% | 0.01% | $9,376,030 |
| Ashton Thomas Private Wealth, LLC | 5.4% | 194,019 | +6214% | 0.14% | $6,718,878 |
| Planned Solutions, Inc. | 4.7% | 167,488 | -5.5% | 1.7% | $5,800,109 |
| RAYMOND JAMES FINANCIAL INC | 2.4% | 87,233 | +70% | 0% | $3,020,879 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.2% | 77,507 | +18% | 0% | $2,684,067 |
| ERn Financial, LLC | 2% | 72,456 | +4% | 0.42% | $2,509,151 |
| Valmark Advisers, Inc. | 1.5% | 54,591 | +18% | 0.02% | $1,890,486 |
| PFG Investments, LLC | 1.4% | 50,370 | +330% | 0.07% | $1,744,313 |
| LPL Financial LLC | 0.89% | 31,934 | +48% | 0% | $1,105,874 |
| Csenge Advisory Group | 0.87% | 31,234 | +12% | 0.04% | $1,081,633 |
| Formidable Asset Management, LLC | 0.66% | 23,621 | -1.7% | 0.12% | $756,817 |
| NewEdge Advisors, LLC | 0.62% | 22,324 | -0.7% | 0% | $773,078 |
| Cetera Investment Advisers | 0.5% | 17,770 | -7.5% | 0% | $615,384 |
| SAGESPRING WEALTH PARTNERS, LLC | 0.45% | 16,090 | -1.8% | 0.01% | $557,197 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.41% | 14,800 | 0% | 0% | $512,524 |
| Savvy Advisors, Inc. | 0.28% | 9,920 | 0.01% | $343,530 | |
| HARBOUR INVESTMENTS, INC. | 0.18% | 6,600 | +0.02% | 0% | $228,542 |
| CITADEL ADVISORS LLC | 0.17% | 6,211 | 0% | $215,087 | |
| Integrated Advisors Network LLC | 0.16% | 5,840 | 0.01% | $202,240 | |
| Clearstead Advisors, LLC | 0.09% | 3,173 | 0% | 0% | $109,881 |
| MORGAN STANLEY | 0.05% | 1,901 | 0% | 0% | $65,832 |
| Operose Advisors LLC | 0.05% | 1,882 | 0.01% | $65,174 | |
| ROYAL BANK OF CANADA | 0.03% | 1,255 | +4727% | 0% | $43,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q2 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 2,762,693 | $95,610,402 | +$9,558,724 | $34.63 | 30 |
| 2026 Q1 | 2,491,829 | $79,863,123 | +$758,933 | $32.04 | 28 |
| 2025 Q4 | 2,556,460 | $84,533,260 | +$14,155,453 | $33.07 | 29 |
| 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 |