Who owns IVVB?
iShares Large Cap Deep Quarterly Laddered ETF · iShares
30 institutions reported holding IVVB, worth $95.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IVVB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wick Capital Partners, LLC | Wayne, PA | $39.3M | 1,136,138 | +43,602 shares |
| BlackRock, Inc. | New York, NY | $15.8M | 455,542 | +542 shares |
| Captrust Financial Advisors | Raleigh, NC | $9.4M | 270,749 | −20,372 shares |
| Ashton Thomas Private Wealth, LLC | Scottsdale, AZ | $6.7M | 194,019 | +190,946 shares |
| Planned Solutions, Inc. | Folsom, CA | $5.8M | 167,488 | −9,807 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $3.0M | 87,233 | +35,981 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.7M | 77,507 | +11,859 shares |
| ERn Financial, LLC | Middleton, WI | $2.5M | 72,456 | +2,776 shares |
| Valmark Advisers, Inc. | Akron, OH | $1.9M | 54,591 | +8,243 shares |
| PFG Investments, LLC | Woodbury, NY | $1.7M | 50,370 | +38,651 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IVVB?
30 institutional managers reported holding IVVB in Form 13F filings for June 30, 2026, worth $95.6M in total. The largest reported position was held by Wick Capital Partners, LLC, at $39.3M.
Did institutions buy or sell IVVB last quarter?
Reported 13F value rose 20.8% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IVVB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.