Ishares Large Cap Deep Quart (IVVB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Ashton Thomas Private Wealth, LLC

INCREASED

Shares207,838 from 194,019

Change+13,819 (+7%)

Value$7.4M (+$636.9K)

Filed 2026-11-03

ERn Financial, LLC

INCREASED

Shares73,042 from 72,456

Change+586 (+1%)

Value$2.6M (+$76.0K)

Filed 2026-10-28

Csenge Advisory Group

INCREASED

Shares31,911 from 31,234

Change+677 (+2%)

Value$1.1M (+$47.8K)

Filed 2026-11-04

Formidable Asset Management, LLC

DECREASED

Shares22,430 from 23,621

Change-1,191 (-5%)

Value$776.8K (+$19.9K)

Filed 2026-11-03

Atria Investments, Inc

NEW

Shares18,647

Change+18,647

Value$660.0K

Filed 2026-10-15

Sagespring Wealth Partners, LLC

DECREASED

Shares12,788 from 16,090

Change-3,302 (-21%)

Value$452.6K (-$104.6K)

Filed 2026-10-22

Planned Solutions, Inc.

DECREASED

Shares10,275 from 167,488

Change-157,213 (-94%)

Value$363.7K (-$5.4M)

Filed 2026-10-19

Cambridge Investment Research Advisors, Inc.

NEW

Shares6,691

Change+6,691

Value$237.0K

Filed 2026-11-02

Integrated Advisors Network LLC

INCREASED

Shares6,416 from 5,840

Change+576 (+10%)

Value$227.1K (+$24.8K)

Filed 2026-10-20

Kestra Advisory Services, LLC

NEW

Shares5,682

Change+5,682

Value$201.1K

Filed 2026-11-02

Root Financial Partners, LLC

NEW

Shares1,103

Change+1,103

Value$39.0K

Filed 2026-10-21

IFP Advisors, Inc

INCREASED

Shares855 from 345

Change+510 (+148%)

Value$30.3K (+$18.3K)

Filed 2026-10-16

Wick Capital Partners, LLC

N/A

Shares— from 1,136,138

Change-1,136,138 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 455,542

Change-455,542 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 270,749

Change-270,749 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 87,233

Change-87,233 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 77,507

Change-77,507 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 54,591

Change-54,591 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 50,370

Change-50,370 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 31,934

Change-31,934 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 22,324

Change-22,324 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 17,770

Change-17,770 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 14,800

Change-14,800 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 9,920

Change-9,920 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 6,600

Change-6,600 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 6,211

Change-6,211 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 3,173

Change-3,173 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,901

Change-1,901 (-100%)

Value—

Operose Advisors LLC

N/A

Shares— from 1,882

Change-1,882 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,255

Change-1,255 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 791

Change-791 (-100%)

Value—

Harborfront Financial Group LLC

N/A

Shares— from 715

Change-715 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 140

Change-140 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 54

Change-54 (-100%)

Value—

	Status
Ashton Thomas Private Wealth, LLC	INCREASED	207,838	194,019	+13,819	+7%	$6.7M	$7.4M	+$636.9K	2026-11-03
ERn Financial, LLC	INCREASED	73,042	72,456	+586	+1%	$2.5M	$2.6M	+$76.0K	2026-10-28
Csenge Advisory Group	INCREASED	31,911	31,234	+677	+2%	$1.1M	$1.1M	+$47.8K	2026-11-04
Formidable Asset Management, LLC	DECREASED	22,430	23,621	-1,191	-5%	$756.8K	$776.8K	+$19.9K	2026-11-03
Atria Investments, Inc	NEW	18,647	—	+18,647	—	—	$660.0K	—	2026-10-15
Sagespring Wealth Partners, LLC	DECREASED	12,788	16,090	-3,302	-21%	$557.2K	$452.6K	-$104.6K	2026-10-22
Planned Solutions, Inc.	DECREASED	10,275	167,488	-157,213	-94%	$5.8M	$363.7K	-$5.4M	2026-10-19
Cambridge Investment Research Advisors, Inc.	NEW	6,691	—	+6,691	—	—	$237.0K	—	2026-11-02
Integrated Advisors Network LLC	INCREASED	6,416	5,840	+576	+10%	$202.2K	$227.1K	+$24.8K	2026-10-20
Kestra Advisory Services, LLC	NEW	5,682	—	+5,682	—	—	$201.1K	—	2026-11-02
Root Financial Partners, LLC	NEW	1,103	—	+1,103	—	—	$39.0K	—	2026-10-21
IFP Advisors, Inc	INCREASED	855	345	+510	+148%	$11.9K	$30.3K	+$18.3K	2026-10-16
Wick Capital Partners, LLC	N/A	—	1,136,138	-1,136,138	-100%	$39.3M	—	—	—
BlackRock, Inc.	N/A	—	455,542	-455,542	-100%	$15.8M	—	—	—
Captrust Financial Advisors	N/A	—	270,749	-270,749	-100%	$9.4M	—	—	—
Raymond James Financial Inc	N/A	—	87,233	-87,233	-100%	$3.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	77,507	-77,507	-100%	$2.7M	—	—	—
Valmark Advisers, Inc.	N/A	—	54,591	-54,591	-100%	$1.9M	—	—	—
PFG Investments, LLC	N/A	—	50,370	-50,370	-100%	$1.7M	—	—	—
LPL Financial LLC	N/A	—	31,934	-31,934	-100%	$1.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	22,324	-22,324	-100%	$773.1K	—	—	—
Cetera Investment Advisers	N/A	—	17,770	-17,770	-100%	$615.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	14,800	-14,800	-100%	$512.5K	—	—	—
Savvy Advisors, Inc.	N/A	—	9,920	-9,920	-100%	$343.5K	—	—	—
Harbour Investments, Inc.	N/A	—	6,600	-6,600	-100%	$228.5K	—	—	—
Citadel Advisors LLC	N/A	—	6,211	-6,211	-100%	$215.1K	—	—	—
Clearstead Advisors, LLC	N/A	—	3,173	-3,173	-100%	$109.9K	—	—	—
Morgan Stanley	N/A	—	1,901	-1,901	-100%	$65.8K	—	—	—
Operose Advisors LLC	N/A	—	1,882	-1,882	-100%	$65.2K	—	—	—
Royal Bank of Canada	N/A	—	1,255	-1,255	-100%	$43.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	791	-791	-100%	$27.4K	—	—	—
Harborfront Financial Group LLC	N/A	—	715	-715	-100%	$24.8K	—	—	—
AE Wealth Management LLC	N/A	—	140	-140	-100%	$4.8K	—	—	—
JPMorgan Chase & Co	N/A	—	54	-54	-100%	$1.9K	—	—	—

Showing 34 of 34 institutions