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Ishares Large Cap Deep Quart (IVVB)

CUSIP: 092528801 | NYSE | 73 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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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 LLC455,54212.7%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC455,542

Institutional Holders — Q3 2026

Ashton Thomas Private Wealth, LLC207,838
0.1% of portfolio›$7.4M
ERn Financial, LLC73,042
0.4% of portfolio›$2.6M
Csenge Advisory Group31,911
0.0% of portfolio›$1.1M
Formidable Asset Management, LLC22,430
0.1% of portfolio›$776.8K
Atria Investments, Inc18,647
0.0% of portfolio›$660.0K
Sagespring Wealth Partners, LLC12,788
0.0% of portfolio›$452.6K
Planned Solutions, Inc.10,275
0.1% of portfolio›$363.7K
Cambridge Investment Research Advisors, Inc.6,691
0.0% of portfolio›$237.0K
Integrated Advisors Network LLC6,416
0.0% of portfolio›$227.1K
Kestra Advisory Services, LLC5,682
0.0% of portfolio›$201.1K
Root Financial Partners, LLC1,103
0.0% of portfolio›$39.0K
IFP Advisors, Inc855
0.0% of portfolio›$30.3K
StyleTurnoverLocationFiled
Ashton Thomas Private Wealth, LLC
207,838$7.4M0.1%CoreMediumScottsdale, AZ2026-11-03
ERn Financial, LLC
73,042$2.6M0.4%ETFVery LowMiddleton, WI2026-10-28
Csenge Advisory Group
31,911$1.1M0.0%ETFMediumClearwater, FL2026-11-04
Formidable Asset Management, LLC
22,430$776.8K0.1%CoreLowCincinnati, OH2026-11-03
Atria Investments, Inc
18,647$660.0K0.0%CoreMediumCharlotte, NC2026-10-15
Sagespring Wealth Partners, LLC
12,788$452.6K0.0%ETFLowFranklin, TN2026-10-22
Planned Solutions, Inc.
10,275$363.7K0.1%ETFLowFolsom, CA2026-10-19
Cambridge Investment Research Advisors, Inc.
6,691$237.0K0.0%ETFLowFairfield, IA2026-11-02
Integrated Advisors Network LLC
6,416$227.1K0.0%GrowthMediumDallas, TX2026-10-20
Kestra Advisory Services, LLC
5,682$201.1K0.0%CoreLowAustin, TX2026-11-02
Root Financial Partners, LLC
1,103$39.0K0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
855$30.3K0.0%GrowthLowTampa, FL2026-10-16
12.7% of class · Jun 30, 2026
New 5%+ stake
No 13F filer matched