IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Founders Financial Securities LLC
DECREASED
Shares433,819 from 437,284
Change-3,465 (-1%)
Value$16.4M (+$226.4K)
Filed 2026-10-28
CRA Financial Services, LLC
DECREASED
Shares148,692 from 155,877
Change-7,185 (-5%)
Value$5.6M (-$144.0K)
Filed 2026-10-16
Vavra Capital Management, LLC
INCREASED
Shares105,833 from 103,066
Change+2,767 (+3%)
Value$4.0M (+$188.7K)
Filed 2026-10-14
LifeGoal Investments, LLC
DECREASED
Shares24,351 from 24,372
Change-21 (0%)
Value$919.7K (+$19.1K)
Filed 2026-10-09
Brookstone Capital Management
DECREASED
Shares20,478 from 20,867
Change-389 (-2%)
Value$773.5K (+$2.4K)
Filed 2026-10-22
MFG Investments, LLC
NEW
Shares15,311
Change+15,311
Value$578.3K
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares13,565 from 5,804
Change+7,761 (+134%)
Value$512.4K (+$297.9K)
Filed 2026-11-05
Silverlake Wealth Management LLC
NEW
Shares11,683
Change+11,683
Value$441.3K
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares5,433 from 5,433
Change0 (0%)
Value$205.2K (+$4.4K)
Filed 2026-10-14
Apollon Wealth Management, LLC
UNCHANGED
Shares5,433 from 5,433
Change0 (0%)
Value$205.2K (+$4.4K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares492 from 242
Change+250 (+103%)
Value$18.6K (+$9.6K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares482 from 466
Change+16 (+3%)
Value$18.2K (+$985)
Filed 2026-10-08
Assetmark, Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$5.7K (+$123)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$38 (+$1)
Filed 2026-10-23
BlackRock, Inc.
N/A
Shares— from 1,065,711
Change-1,065,711 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 724,237
Change-724,237 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 224,671
Change-224,671 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 162,000
Change-162,000 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 114,901
Change-114,901 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 70,653
Change-70,653 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 64,325
Change-64,325 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,670
Change-48,670 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 36,288
Change-36,288 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 32,249
Change-32,249 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 28,187
Change-28,187 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20,223
Change-20,223 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 17,016
Change-17,016 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,117
Change-12,117 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,288
Change-9,288 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 8,042
Change-8,042 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,185
Change-7,185 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,209
Change-6,209 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,803
Change-5,803 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,783
Change-5,783 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3,039
Change-3,039 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
Status
Founders Financial Securities LLC
DECREASED433,819437,284-3,465-1%$16.2M$16.4M+$226.4K2026-10-28
CRA Financial Services, LLC
DECREASED148,692155,877-7,185-5%$5.8M$5.6M-$144.0K2026-10-16
Vavra Capital Management, LLC
INCREASED105,833103,066+2,767+3%$3.8M$4.0M+$188.7K2026-10-14
LifeGoal Investments, LLC
DECREASED24,35124,372-210%$900.6K$919.7K+$19.1K2026-10-09
Brookstone Capital Management
DECREASED20,47820,867-389-2%$771.1K$773.5K+$2.4K2026-10-22
MFG Investments, LLC
NEW15,311—+15,311——$578.3K—2026-10-30
Bank of New York Mellon Corp
INCREASED13,5655,804+7,761+134%$214.5K$512.4K+$297.9K2026-11-05
Silverlake Wealth Management LLC
NEW11,683—+11,683——$441.3K—2026-10-21
Patriot Financial Group Insurance Agency, LLC
UNCHANGED5,4335,43300%$200.8K$205.2K+$4.4K2026-10-14
Apollon Wealth Management, LLC
UNCHANGED5,4335,43300%$200.8K$205.2K+$4.4K2026-10-23
IFP Advisors, Inc
INCREASED492242+250+103%$8.9K$18.6K+$9.6K2026-10-16
CoreCap Advisors, LLC
INCREASED482466+16+3%$17.2K$18.2K+$9852026-10-08
Assetmark, Inc
UNCHANGED15015000%$5.5K$5.7K+$1232026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED1100%$37$38+$12026-10-23
BlackRock, Inc.
N/A—1,065,711-1,065,711-100%$39.4M———
Envestnet Asset Management Inc
N/A—724,237-724,237-100%$26.8M———
Raymond James Financial Inc
N/A—224,671-224,671-100%$8.3M———
Captrust Financial Advisors
N/A—162,000-162,000-100%$6.0M———
LPL Financial LLC
N/A—114,901-114,901-100%$4.2M———
Envestnet Portfolio Solutions, Inc.
N/A—70,653-70,653-100%$2.6M———
Compass Capital Corp
N/A—64,325-64,325-100%$2.4M———
Susquehanna International Group, LLP
N/A—48,670-48,670-100%$1.8M———
PFG Investments, LLC
N/A—36,288-36,288-100%$1.3M———
Cetera Investment Advisers
N/A—32,249-32,249-100%$1.2M———
Osaic Holdings, Inc.
N/A—28,187-28,187-100%$1.0M———
NewEdge Advisors, LLC
N/A—20,223-20,223-100%$747.3K———
Cofg Advisors, LLC
N/A—17,016-17,016-100%$628.8K———
HighTower Advisors, LLC
N/A—12,117-12,117-100%$447.8K———
Savvy Advisors, Inc.
N/A—9,288-9,288-100%$343.2K———
Chatterton & Associates Inc.
N/A—8,042-8,042-100%$298.8K———
MML Investors Services, LLC
N/A—7,185-7,185-100%$265.5K———
GWN Securities Inc.
N/A—6,209-6,209-100%$229.4K———
Capital Analysts, LLC
N/A—5,803-5,803-100%$214.0K———
Ameritas Advisory Services, LLC
N/A—5,783-5,783-100%$213.7K———
Clearstead Advisors, LLC
N/A—3,039-3,039-100%$112.3K———
Fiduciary Financial Advisors
N/A—2,473-2,473-100%$91.4K———
Harborfront Financial Group LLC
N/A—2,015-2,015-100%$74.5K———
Royal Bank of Canada
N/A—1,820-1,820-100%$67.0K———
AE Wealth Management LLC
N/A—783-783-100%$28.9K———
Showing 39 of 39 institutions