iShares Large Cap Deep QuartIVVBETF
13F holders, Q1 2025 (March 31)41holders +27
29new positions
2sold out
$29.32avg. 13F price*
At the end of Q1 2025, 41 institutions reported holding iShares Large Cap Deep Quart (IVVB) in their 13F filings, up 27 from Q4 2024. 29 opened new positions and 2 sold out. The largest holders were 3EDGE Asset Management, LP ($86.9M), Americana Partners, LLC ($39.2M) and BlackRock, Inc. ($27.9M).
- Company
- iShares Large Cap Deep Quart
- Filed as
- BLACKROCK ETF TRUST II (Q1 2025)
- CUSIP
- 092528801
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $165.6M |
| Exits | 2 | $917K |
All 13F filers, Q4 2024 → Q1 2025: 5,730,568 shares bought and 449,694 shares sold, net +5,280,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| 3EDGE Asset Management, LP | 5.91% | New | 2,964,087 | $86.9M |
| Americana Partners, LLC | 1.52% | New | 1,337,989 | $39.2M |
| BlackRock, Inc. | 0.00% | No change | 950,000 | $27.9M |
| Townsquare Capital LLC | 0.14% | New | 436,436 | $12.8M |
| Wick Capital Partners, LLC | 2.97% | Reduce -18.6% | 339,390 | $10.0M |
| Captrust Financial Advisors | 0.02% | Add +19.8% | 330,931 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | New | 260,838 | $7.6M |
| Planned Solutions, Inc. | 2.22% | Add +1.3% | 184,192 | $5.4M |
| Alliance Wealth Advisors, LLC | 1.11% | New | 144,618 | $4.2M |
| Vantage Financial Partners, LLC | 0.86% | Reduce -1.0% | 117,883 | $3.5M |
| Portside Wealth Group, LLC | 0.41% | New | 86,415 | $2.5M |
| Certior Financial Group, LLC | 2.06% | New | 85,012 | $2.5M |
| Cerity Partners LLC | 0.00% | New | 73,774 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +51.4% | 67,348 | $2.0M |
| PFG Investments, LLC | 0.09% | Reduce -0.6% | 45,425 | $1.3M |
| Matrix Trust Co | 0.17% | New | 34,664 | $1.0M |
| Strategic Blueprint, LLC | 0.05% | Add +7.4% | 33,967 | $996K |
| Prosperity Consulting Group, LLC | 0.08% | New | 33,277 | $976K |
| Valmark Advisers, Inc. | 0.01% | New | 24,435 | $716K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 23,485 | $689K |
| Norden Group LLC | 0.07% | New | 21,598 | $633K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -49.3% | 19,778 | $592K |
| Financial Network Wealth Advisors LLC | 0.59% | New | 15,300 | $449K |
| KM Capital Management Ltd. | 0.23% | New | 14,800 | $434K |
| Csenge Advisory Group | 0.02% | New | 13,774 | $392K |
| NewEdge Advisors, LLC | 0.00% | New | 12,751 | $374K |
| Diversify Advisory Services, LLC | 0.02% | New | 12,427 | $364K |
| Gibbs Wealth Management | 0.07% | New | 10,271 | $301K |
| Financial Designs Corp | 0.20% | Reduce -97.0% | 10,035 | $294K |
| Regimen Wealth, LLC | 0.08% | New | 8,948 | $262K |
| Diversify Wealth Management, LLC | 0.02% | New | 8,430 | $247K |
| Mercer Global Advisors Inc. | 0.00% | New | 8,277 | $243K |
| Savvy Advisors, Inc. | 0.02% | New | 8,080 | $237K |
| Continuum Advisory, LLC | 0.02% | New | 6,353 | $186K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 1,668 | $49K |
| Principal Securities, Inc. | 0.00% | No change | 1,600 | $49K |
| JPMorgan Chase & Co. | 0.00% | New | 1,600 | $47K |
| Mather Group, Llc. | 0.00% | New | 490 | $14K |
| Osaic Holdings, Inc. | 0.00% | New | 250 | $7K |
| Geneos Wealth Management Inc. | 0.00% | New | 65 | $2K |
| UBS Group AG | 0.00% | New | 22 | $645 |
"% 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.