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Ishar LC MD QUR LD ETF-US in (IVVM)

CUSIP: 092528702 | NYSE | 55 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC1,065,71021.5%−1Sep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC1,065,710
21.5% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Founders Financial Securities LLC433,819
0.8% of portfolio›$16.4M
CRA Financial Services, LLC148,692
0.6% of portfolio›$5.6M
Vavra Capital Management, LLC105,833
3.5% of portfolio›$4.0M
LifeGoal Investments, LLC24,351
0.3% of portfolio›$919.7K
Brookstone Capital Management20,478
0.0% of portfolio›$773.5K
MFG Investments, LLC15,311
0.6% of portfolio›$578.3K
Silverlake Wealth Management LLC11,683
0.1% of portfolio›$441.3K
Apollon Wealth Management, LLC5,433
0.0% of portfolio›$205.2K
Patriot Financial Group Insurance Agency, LLC5,433
0.0% of portfolio›$205.2K
IFP Advisors, Inc492
0.0% of portfolio›$18.6K
CoreCap Advisors, LLC482
0.0% of portfolio›$18.2K
Assetmark, Inc150
0.0% of portfolio›$5.7K
Dhjj Financial Advisors, Ltd.1
0.0% of portfolio›$38
StyleTurnoverLocationFiled
Founders Financial Securities LLC
433,819$16.4M0.8%ETFMediumTowson, MD2026-10-28
CRA Financial Services, LLC
148,692$5.6M0.6%ETFVery LowNorthfield, NJ2026-10-16
Vavra Capital Management, LLC
105,833$4.0M3.5%ETFLowCollegeville, PA2026-10-14
LifeGoal Investments, LLC
24,351$919.7K0.3%ETFLowSaratoga Springs, NY2026-10-09
Brookstone Capital Management
20,478$773.5K0.0%ETFMediumWheaton, IL2026-10-22
MFG Investments, LLC
15,311$578.3K0.6%ETFN/AMedford, NJ2026-10-30
Silverlake Wealth Management LLC
11,683$441.3K0.1%ETFLowWilliston, VT2026-10-21
Apollon Wealth Management, LLC
5,433$205.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Patriot Financial Group Insurance Agency, LLC
5,433$205.2K0.0%GrowthLowWalpole, MA2026-10-14
IFP Advisors, Inc
492$18.6K0.0%GrowthLowTampa, FL2026-10-16
CoreCap Advisors, LLC
482$18.2K0.0%ETFMediumSouthfield, MI2026-10-08
Assetmark, Inc
150$5.7K0.0%ETFLowConcord, CA2026-10-21
Dhjj Financial Advisors, Ltd.
1$380.0%ETFVery LowNaperville, IL2026-10-23
−1
No 13F filer matched