IVVB institutional holders

iShares Large Cap Deep Quarterly Laddered ETF · 31 reporting institutions · $98.6M reported value

Institutional holdings

Institutions reporting IVVB, largest first
InstitutionReported positionAdvisors at firmReport period
Wick Capital Partners, LLC$39.3M112026-06-30
Blackrock, Inc.$15.8M02026-06-30
Captrust Financial Advisors$9.4M9622026-06-30
Ashton Thomas Private Wealth, LLC$6.7M962026-06-30
Planned Solutions, Inc.$5.8M82026-06-30
Raymond James Financial Inc$3M02026-06-30
Vantage Financial Partners, LLC$2.9M02025-12-31
Susquehanna International Group, LLP$2.7M02026-06-30
Ern Financial, LLC$2.5M102026-06-30
Valmark Advisers, Inc.$1.9M2952026-06-30
Pfg Investments, LLC$1.7M02026-06-30
Lpl Financial LLC$1.1M23,4582026-06-30
Csenge Advisory Group$1.1M752026-06-30
Newedge Advisors$773.1K6012026-06-30
Formidable Asset Management, LLC$756.8K132026-06-30
Cetera Investment Advisers$615.4K10,3702026-06-30
Sagespring Wealth Partners$557.2K1262026-06-30
Mercer Global Advisors Inc /adv$512.5K02026-06-30
Savvy Advisors, Inc.$343.5K2142026-06-30
Harbour Investments, Inc.$228.5K2472026-06-30
Citadel Advisors LLC$215.1K02026-06-30
Integrated Advisors Network LLC$202.2K792026-06-30
Clearstead; Clearstead Advisory Solutions$109.9K642026-06-30
Morgan Stanley$65.8K23,1852026-06-30
Operose Advisors LLC$65.2K142026-06-30
Royal Bank of Canada$43K02026-06-30
Osaic Holdings, Inc.$27.4K02026-06-30
Harborfront Financial Group LLC$24.8K42026-06-30
Ifp Advisors, Inc$11.9K3182026-06-30
Ae Wealth Management LLC$4.8K4712026-06-30
Jpmorgan Chase & Co$1.9K02026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30