Who owns iShares Large Cap Moderate Quarterly Laddered ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IVVM from SEC Form 13F filings across 37 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 37 institutions disclosed 3.4M shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $126.7M — about 72.7% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
37
13F holders
$126.7M
value, 2026 filers
72.7%
of shares outstanding (3.4M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IVVM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.1M | $39.4M | 0.0% | 22.6% | +0.1% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 724,237 | $26.8M | 0.0% | 15.3% | -12.9% |
| 3 | FOUNDERS FINANCIAL SECURITIES LLCNEW | 437,284 | $16.2M | 0.8% | 9.3% | new |
| 4 | RAYMOND JAMES FINANCIAL INC | 224,671 | $8.3M | 0.0% | 4.8% | -0.4% |
| 5 | CAPTRUST FINANCIAL ADVISORS | 162,000 | $6.0M | 0.0% | 3.4% | -19.6% |
| 6 | CRA Financial Services, LLC | 155,877 | $5.8M | 0.7% | 3.3% | -1.2% |
| 7 | LPL Financial LLC | 114,901 | $4.2M | 0.0% | 2.4% | -6.9% |
| 8 | Vavra Capital Management, LLC | 103,066 | $3.8M | 3.3% | 2.2% | +1.0% |
| 9 | Envestnet Portfolio Solutions, Inc. | 70,653 | $2.6M | 0.0% | 1.5% | +19.8% |
| 10 | COMPASS CAPITAL CORP /MA/ /ADV | 64,325 | $2.4M | 0.8% | 1.4% | +4.0% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,670 | $1.8M | 0.0% | 1% | +3.9% |
| 12 | PFG Investments, LLCNEW | 36,288 | $1.3M | 0.1% | 0.8% | new |
| 13 | Cetera Investment Advisers | 32,249 | $1.2M | 0.0% | 0.7% | +11.0% |
| 14 | OSAIC HOLDINGS, INC. | 28,187 | $1.0M | 0.0% | 0.6% | +4.5% |
| 15 | LifeGoal Investments, LLC | 24,372 | $900,618 | 0.4% | 0.5% | +21.4% |
| 16 | Brookstone Capital Management | 20,867 | $771,098 | 0.0% | 0.4% | +9.7% |
| 17 | NewEdge Advisors, LLC | 20,223 | $747,302 | 0.0% | 0.4% | -0.9% |
| 18 | COFG Advisors, LLC | 17,016 | $628,792 | 0.1% | 0.4% | +10.8% |
| 19 | HighTower Advisors, LLC | 12,117 | $447,760 | 0.0% | 0.3% | 0.0% |
| 20 | Savvy Advisors, Inc.NEW | 9,288 | $343,219 | 0.0% | 0.2% | new |
| 21 | Chatterton & Associates Inc. | 8,042 | $298,760 | 0.2% | 0.2% | 0.0% |
| 22 | MML INVESTORS SERVICES, LLCNEW | 7,185 | $265,507 | 0.0% | 0.2% | new |
| 23 | GWN SECURITIES INC. | 6,209 | $229,444 | 0.0% | 0.1% | -2.1% |
| 24 | Bank of New York Mellon CorpNEW | 5,804 | $214,477 | 0.0% | 0.1% | new |
| 25 | Capital Analysts, LLC | 5,803 | $214 | 0.0% | 0.1% | +71.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.