iShares Large Cap Deep QuartIVVBETF

13F holders, Q2 2026 (June 30)
30holders +2
4new positions
3sold out
1famous investor
$34.61avg. 13F price*

At the end of Q2 2026, 30 institutions reported holding iShares Large Cap Deep Quart (IVVB) in their 13F filings, up 2 from Q1 2026. 4 opened new positions and 3 sold out. The largest holders were Wick Capital Partners, LLC ($39.3M), BlackRock, Inc. ($15.8M) and Captrust Financial Advisors ($9.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Large Cap Deep Quart
Filed as
BLACKROCK ETF TRUST II (Q2 2026)
CUSIP
092528801
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 5Q1 2024Q2 2024: 11Q2 2024Q3 2024: 10Q3 2024Q4 2024: 14Q4 2024Q1 2025: 41Q1 2025Q2 2025: 41Q2 2025Q3 2025: 30Q3 2025Q4 2025: 29Q4 2025Q1 2026: 28Q1 2026Q2 2026: 30Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions4$826K
Exits3$2.2M

All 13F filers, Q1 2026 → Q2 2026: 371,387 shares bought and 101,238 shares sold, net +270,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Wick Capital Partners, LLC 5.94% Add +4.0% 1,136,138 $39.3M
BlackRock, Inc. 0.00% Add +0.1% 455,542 $15.8M
Captrust Financial Advisors 0.01% Reduce -7.0% 270,749 $9.4M
Ashton Thomas Private Wealth, LLC 0.14% Add +6213.7% 194,019 $6.7M
Planned Solutions, Inc. 1.67% Reduce -5.5% 167,488 $5.8M
Raymond James Financial Inc. 0.00% Add +70.2% 87,233 $3.0M
Susquehanna International Group, LLP 0.00% Add +18.1% 77,507 $2.7M
ERn Financial, LLC 0.42% Add +4.0% 72,456 $2.5M
Valmark Advisers, Inc. 0.02% Add +17.8% 54,591 $1.9M
PFG Investments, LLC 0.07% Add +329.8% 50,370 $1.7M
LPL Financial LLC 0.00% Add +47.8% 31,934 $1.1M
Csenge Advisory Group 0.04% Add +11.9% 31,234 $1.1M
NewEdge Advisors, LLC 0.00% Reduce -0.7% 22,324 $773K
Formidable Asset Management, LLC 0.12% Reduce -1.7% 23,621 $757K
Cetera Investment Advisers 0.00% Reduce -7.5% 17,770 $615K
Sagespring Wealth Partners, LLC 0.01% Reduce -1.8% 16,090 $557K
Mercer Global Advisors Inc. 0.00% No change 14,800 $513K
Savvy Advisors, Inc. 0.01% New 9,920 $344K
Harbour Investments, Inc. 0.00% Add +0.0% 6,600 $229K
Citadel Advisors 0.00% New 6,211 $215K
Integrated Advisors Network LLC 0.01% New 5,840 $202K
Clearstead Advisors, LLC 0.00% No change 3,173 $110K
Morgan Stanley 0.00% No change 1,901 $66K
Operose Advisors LLC 0.01% New 1,882 $65K
Royal Bank of Canada 0.00% Add +4726.9% 1,255 $43K
Osaic Holdings, Inc. 0.00% No change 791 $27K
Harborfront Financial Group LLC 0.09% — 715 $25K
IFP Advisors, Inc 0.00% Add +19.0% 345 $12K
AE Wealth Management LLC 0.00% No change 140 $5K
JPMorgan Chase & Co. 0.00% No change 54 $2K

"% of holder's portfolio" is IVVB's weight in each manager's 13F, not the share of iShares Large Cap Deep Quart the manager owns.