IVVM institutional holders

iShares Large Cap Moderate Quarterly Laddered ETF · 37 reporting institutions · $126.7M reported value

Funds that can replace IVVM · IVVM return decomposition

Institutional holdings

Institutions reporting IVVM, largest first
InstitutionReported positionAdvisors at firmReport period
Blackrock, Inc.$39.4M02026-06-30
Envestnet Pmc$26.8M602026-06-30
Founders Financial Securities LLC$16.2M1172026-06-30
Raymond James Financial Inc$8.3M02026-06-30
Captrust Financial Advisors$6M9622026-06-30
Cra Financial Services, LLC$5.8M122026-06-30
Lpl Financial LLC$4.2M23,4582026-06-30
Vavra Capital Management, LLC$3.8M22026-06-30
Envestnet Portfolio Solutions, Inc.$2.6M32026-06-30
Compass Capital Corp /ma/ /adv$2.4M02026-06-30
Susquehanna International Group, LLP$1.8M02026-06-30
Pfg Investments, LLC$1.3M02026-06-30
Cetera Investment Advisers$1.2M10,3702026-06-30
Osaic Holdings, Inc.$1M02026-06-30
Lifegoal Investments, LLC$900.6K62026-06-30
Brookstone Capital Management$771.1K3372026-06-30
Newedge Advisors$747.3K6012026-06-30
Chicago Oakbrook Financial Group$628.8K102026-06-30
Hightower Advisors, LLC$447.8K1,0462026-06-30
Savvy Advisors, Inc.$343.2K2142026-06-30
Chatterton & Associates Inc.$298.8K72026-06-30
MML Investors Services, LLC$265.5K5,1202026-06-30
Gwn Securities Inc.$229.4K4492026-06-30
Bank of New York Mellon Corp$214.5K02026-06-30
Ameritas Advisory Services, LLC$213.7K5502026-06-30
Apollon Wealth Management, LLC$200.8K1512026-06-30
Patriot Financial Group Insurance Agency, LLC$200.8K352026-06-30
Clearstead; Clearstead Advisory Solutions$112.3K642026-06-30
Fiduciary Financial Advisors$91.4K512026-06-30
Harborfront Financial Group LLC$74.5K42026-06-30
Royal Bank of Canada$67K02026-06-30
Ae Wealth Management LLC$28.9K4712026-06-30
Corecap Advisors, LLC$17.2K1182026-06-30
Ifp Advisors, Inc$8.9K3182026-06-30
Assetmark, Inc$5.5K2202026-06-30
Capital Analysts, LLC$2146082026-06-30
Dhjj Financial Advisors, Ltd.$3772026-06-30

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: 2026-06-30