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iShares Large Cap Deep Quarterly Laddered ETF (IVVB) Institutional Ownership

iShares Large Cap Deep Quarterly Laddered ETF logo
$34.48 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Large Cap Deep Quarterly Laddered ETF (BATS:IVVB)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$2.67M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.34M
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IVVB Institutional Buying and Selling by Quarter

iShares Large Cap Deep Quarterly Laddered ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2026 Captrust Financial Advisors333,572$11.03M0.0%-19.1%8.597%
2/3/2026Vantage Financial Partners LLC89,010$2.94M0.6%-3.2%2.318%
1/28/2026 Planned Solutions Inc.182,278$6.03M1.9%-2.5%4.698%
11/19/2025 Captrust Financial Advisors412,398$13.49M0.0%+9.0%11.330%
11/5/2025Vantage Financial Partners LLC91,954$3.01M0.6%-11.9%2.554%
10/23/2025 Planned Solutions Inc.187,028$6.12M2.1%+0.4%5.082%
10/23/2025 Strategic Blueprint LLC32,084$1.05M0.0%-1.0%0.872%
8/15/2025 Captrust Financial Advisors378,347$11.73M0.0%+14.3%5.058%
7/30/2025 Strategic Blueprint LLC32,418$1.01M0.0%-4.6%0.433%
7/29/2025 Planned Solutions Inc.186,318$5.78M2.2%+1.2%2.491%
5/7/2025Vantage Financial Partners LLC117,883$3.46M0.9%-1.0%1.352%
4/29/2025Strategic Blueprint LLC33,967$996K0.1%+7.4%0.390%
4/9/2025Planned Solutions Inc.184,192$5.40M2.2%+1.3%2.280%
2/17/2025Captrust Financial Advisors276,361$8.44M0.0%+13.3%14.394%
2/12/2025OLD Mission Capital LLC22,654$692K0.0%N/A1.180%
2/6/2025Vantage Financial Partners LLC119,105$3.64M0.9%-69.2%6.203%
1/23/2025Strategic Blueprint LLC31,636$966K0.1%+33.4%1.648%
1/17/2025Planned Solutions Inc.181,864$5.55M2.2%N/A9.472%
11/14/2024Captrust Financial Advisors243,967$7.38M0.0%+43.2%12.707%
10/25/2024Strategic Blueprint LLC23,714$718K0.0%N/A1.235%
8/7/2024Vantage Financial Partners LLC295,489$8.47M2.2%N/A15.390%


IVVB Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of iShares Large Cap Deep Quarterly Laddered ETF shares: Captrust Financial Advisors ($11.03M), Planned Solutions Inc. ($6.03M), Vantage Financial Partners LLC ($2.94M), and Strategic Blueprint LLC ($1.05M), OLD Mission Capital LLC ($692K).Learn more on iShares Large Cap Deep Quarterly Laddered ETF's institutional investors.

The following institutional investors have purchased iShares Large Cap Deep Quarterly Laddered ETF's stock in the last 24 months: Vantage Financial Partners LLC ($295.49K), Captrust Financial Advisors ($187.48K), Planned Solutions Inc. ($187.03K), Strategic Blueprint LLC ($33.97K), and OLD Mission Capital LLC ($22.65K).

Institutional investors have bought a total of 84,303 shares in the last 24 months. This purchase volume represents approximately $2.67M in transactions.

The following institutional investors have sold iShares Large Cap Deep Quarterly Laddered ETF stock in the last 24 months: Captrust Financial Advisors ($78.83K), Vantage Financial Partners LLC ($15.33K), Planned Solutions Inc. ($4.75K), and Strategic Blueprint LLC ($1.88K).

Institutional investors have sold a total of 100,784 shares in the last 24 months. This volume of shares sold represents approximately $3.34M in transactions.


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This page (BATS:IVVB) was last updated on 5/25/2026 by MarketBeat.com Staff.
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