IVVM

iShares Large Cap Moderate Quarterly Laddered ETF
$34.32-0.33 (-0.96%)Financial ServicesBATS

Institutional Holders

26

as of Q4 2025

Total Shares Held

1.0645007701452683e+110B

Total Value

$3.7000260009000595e+55T

% of Float

—

Price History

$27.92$29.75$31.58$33.41$35.24Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BlackRock, Inc.1,064,500$37.0M0.00%Share
2ENVESTNET ASSET MANAGEMENT INC770,145$26.0M0.01%Share
3CAPTRUST FINANCIAL ADVISORS268,303$9.0M0.02%Share
4RAYMOND JAMES FINANCIAL INC183,572$6.0M0.00%Share
5CRA Financial Services, LLC161,434$5.6M0.73%Share
6Vavra Capital Management, LLC98,918$3.4M3.38%Share
7COMPASS CAPITAL CORP /MA/ /ADV47,383$1.7M0.64%Share
8BIP Wealth, LLC30,320$1.1M0.04%Share
9Envestnet Portfolio Solutions, Inc.47,244$1.0M0.00%Share
10LifeGoal Investments, LLC25,364$882K0.59%Share
11Shade Tree Advisors LLC10,191$354K0.27%Share
12Chatterton & Associates Inc.8,042$279K0.24%Share
13ASSETMARK, INC3,587$124K0.00%Share
14AE Wealth Management LLC773$26K0.00%Share
15CoreCap Advisors, LLC492$17K0.00%Share
16Clearstead Advisors, LLC3,039$00.00%Share
17HighTower Advisors, LLC12,117$00.00%Share
18IFP Advisors, Inc217$00.00%Share
19SUSQUEHANNA INTERNATIONAL GROUP, LLP23,028$00.00%Share
20OSAIC HOLDINGS, INC.4,560$00.00%Share
21LPL Financial LLC9,284$00.00%Share
22Cetera Investment Advisers25,410$00.00%Share
23RAYMOND JAMES FINANCIAL INC7,031$00.00%Share
24NewEdge Advisors, LLC19,034$00.00%Share
25OSAIC HOLDINGS, INC.25,719$00.00%Share
26DHJJ Financial Advisors, Ltd.1$00.00%Share