| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 25% | -14% | $37,033,955 | 1,064,500 | 0% | BlackRock Portfolio Management LLC | 31 Dec 2025 |
As of 31 Dec 2025, 24 institutional investors reported holding 2,849,708 shares of iShares Large Cap Moderate Quarterly Laddered ETF - Common Stock (IVVM). This represents 67% of the company’s total 4,241,036 outstanding shares.
The largest institutional shareholders of iShares Large Cap Moderate Quarterly Laddered ETF - Common Stock (IVVM) together control 67% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 25% | 1,064,500 | 0% | 0% | $37,033,955 |
| ENVESTNET ASSET MANAGEMENT INC | 18% | 770,145 | +27% | 0.01% | $26,793,358 |
| CAPTRUST FINANCIAL ADVISORS | 6.3% | 268,303 | -23% | 0.02% | $9,334,261 |
| RAYMOND JAMES FINANCIAL INC | 4.5% | 190,603 | +5.6% | 0% | $6,631,078 |
| CRA Financial Services, LLC | 3.8% | 161,434 | +0.93% | 0.73% | $5,616,290 |
| Vavra Capital Management, LLC | 2.3% | 98,918 | 0% | 3.4% | $3,441,357 |
| COMPASS CAPITAL CORP /MA/ /ADV | 1.1% | 47,383 | 0.64% | $1,665,039 | |
| Envestnet Portfolio Solutions, Inc. | 1.1% | 47,244 | +14% | 0.01% | $1,643,619 |
| BIP Wealth, LLC | 0.71% | 30,320 | 0.04% | $1,054,847 | |
| OSAIC HOLDINGS, INC. | 0.71% | 30,279 | -33% | 0% | $1,053,411 |
| Cetera Investment Advisers | 0.6% | 25,410 | +160% | 0% | $884,013 |
| LifeGoal Investments, LLC | 0.6% | 25,364 | +22% | 0.6% | $882,415 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.54% | 23,028 | 0% | $801,144 | |
| NewEdge Advisors, LLC | 0.45% | 19,034 | +16% | 0% | $662,195 |
| HighTower Advisors, LLC | 0.29% | 12,117 | 0% | 0% | $421,550 |
| Shade Tree Advisors LLC | 0.24% | 10,191 | 0.27% | $354,545 | |
| LPL Financial LLC | 0.22% | 9,284 | 0% | 0% | $322,990 |
| Chatterton & Associates Inc. | 0.19% | 8,042 | 0% | 0.24% | $279,781 |
| ASSETMARK, INC | 0.08% | 3,587 | 0% | 0% | $124,792 |
| Clearstead Advisors, LLC | 0.07% | 3,039 | 0% | 0% | $105,727 |
| AE Wealth Management LLC | 0.02% | 773 | +0.65% | 0% | $26,900 |
| CoreCap Advisors, LLC | 0.01% | 492 | 0% | 0% | $17,117 |
| IFP Advisors, Inc | 0.01% | 217 | 0% | 0% | $7,549 |
| DHJJ Financial Advisors, Ltd. | 0% | 1 | 0% | 0% | $35 |
| Strategic Blueprint, LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,849,708 | $99,157,968 | +$3,916,135 | $34.79 | 24 |
| 2025 Q3 | 2,632,505 | $90,024,816 | +$16,838,597 | $34.20 | 23 |
| 2025 Q2 | 2,140,918 | $69,301,345 | +$9,457,034 | $32.37 | 17 |
| 2025 Q1 | 1,851,704 | $56,597,537 | -$11,251,519 | $30.57 | 14 |
| 2024 Q4 | 2,217,903 | $68,005,919 | +$23,200,000 | $30.66 | 16 |
| 2024 Q3 | 1,445,120 | $43,726,361 | +$2,946,642 | $30.26 | 11 |
| 2024 Q2 | 1,348,609 | $39,060,517 | +$4,842,173 | $28.96 | 10 |
| 2024 Q1 | 1,181,438 | $32,915,099 | +$20,667,702 | $27.86 | 3 |
| 2023 Q4 | 439,603 | $11,682,537 | +$751,068 | $26.58 | 4 |
| 2023 Q3 | 411,341 | $10,300,883 | +$10,300,883 | $25.04 | 3 |