Latest Period
Q1 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 Q1 2026
Institutions Reporting
28
Shares (Excl. Options)
2,491,829
Price
$32.04
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- Security type / class
- Equity / Common Stock
- Symbol
- IVVB
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 2,491,829
- Total 13F value
- $79,863,123
- Portfolio coverage rank
- 0%
- Share change
- +24,379
- Value change
- +$758,933
- Number of holders
- 28
- Shares outstanding
- 3,922,414
- SEC-reported price per share
- $34.31
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.
- 28 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 29 to 28 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $84,533,260 to $79,863,123.
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 28 institutions filings for Q1 2026.
Security key
092528801
Latest holder period
Q1 2026
13F holders
28
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 | 12% | -10% | $14,967,225 | -$493,425 | 455,000 | -3.2% | BlackRock Portfolio Management LLC | 31 Dec 2025 |
As of 31 Mar 2026, 28 institutional investors reported holding 2,491,829 shares of iShares Large Cap Deep Quarterly Laddered ETF - Common Stock (IVVB). This represents 64% of the company’s total 3,922,414 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
64%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Wick Capital Partners, LLC | 28% | 1,092,536 | +6.4% | 6.5% | $35,004,863 |
| BlackRock, Inc. | 12% | 455,000 | 0% | 0% | $14,578,200 |
| CAPTRUST FINANCIAL ADVISORS | 7.4% | 291,121 | -13% | 0.02% | $9,327,510 |
| Planned Solutions, Inc. | 4.5% | 177,295 | -2.7% | 1.9% | $5,680,532 |
| ERn Financial, LLC | 1.8% | 69,680 | +1.6% | 0.42% | $2,232,547 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.7% | 65,648 | +15% | 0% | $2,103,362 |
| RAYMOND JAMES FINANCIAL INC | 1.3% | 51,252 | +253% | 0% | $1,642,114 |
| Valmark Advisers, Inc. | 1.2% | 46,348 | +11% | 0.02% | $1,484,990 |
| BIP Wealth, LLC | 0.83% | 32,562 | +3.1% | 0.04% | $1,043,299 |
| Americana Partners, LLC | 0.73% | 28,713 | -58% | 0.02% | $919,965 |
| Csenge Advisory Group | 0.71% | 27,907 | -1.1% | 0.04% | $894,140 |
| Formidable Asset Management, LLC | 0.61% | 24,019 | -5.4% | 0.12% | $794,308 |
| NewEdge Advisors, LLC | 0.57% | 22,481 | +5.8% | 0% | $720,289 |
| LPL Financial LLC | 0.55% | 21,612 | 0% | $692,448 | |
| Cetera Investment Advisers | 0.49% | 19,208 | +14% | 0% | $615,433 |
| SAGESPRING WEALTH PARTNERS, LLC | 0.42% | 16,380 | 0.01% | $524,815 | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.38% | 14,800 | 0% | 0% | $474,192 |
| PFG Investments, LLC | 0.3% | 11,719 | -71% | 0.02% | $375,477 |
| Ameritas Advisory Services, LLC | 0.19% | 7,501 | -18% | 0.01% | $240,326 |
| HARBOUR INVESTMENTS, INC. | 0.17% | 6,599 | -4.4% | 0% | $211,450 |
| Clearstead Advisors, LLC | 0.08% | 3,173 | 0% | 0% | $101,663 |
| Ashton Thomas Private Wealth, LLC | 0.08% | 3,073 | 0% | $98,459 | |
| MORGAN STANLEY | 0.05% | 1,901 | 0% | 0% | $60,908 |
| OSAIC HOLDINGS, INC. | 0.02% | 791 | +2452% | 0% | $25,343 |
| IFP Advisors, Inc | 0.01% | 290 | +3.6% | 0% | $9,292 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
11
Latest
Q1 2026
Rows shown
1-11 of 11
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |