iShares Large Cap Deep QuartIVVBETF
13F holders, Q4 2025 (December 31)29holders −1
7new positions
8sold out
$33.07avg. 13F price*
At the end of Q4 2025, 29 institutions reported holding iShares Large Cap Deep Quart (IVVB) in their 13F filings, down 1 from Q3 2025. 7 opened new positions and 8 sold out. The largest holders were Wick Capital Partners, LLC ($33.9M), BlackRock, Inc. ($15.0M) and Captrust Financial Advisors ($11.0M).
- Company
- iShares Large Cap Deep Quart
- Filed as
- BLACKROCK ETF TRUST II (Q4 2025)
- CUSIP
- 092528801
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.4M |
| Exits | 8 | $3.8M |
All 13F filers, Q3 2025 → Q4 2025: 696,124 shares bought and 271,363 shares sold, net +424,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Wick Capital Partners, LLC | 6.08% | Add +134.7% | 1,026,351 | $33.9M |
| BlackRock, Inc. | 0.00% | Reduce -3.2% | 455,000 | $15.0M |
| Captrust Financial Advisors | 0.02% | Reduce -19.1% | 333,572 | $11.0M |
| Planned Solutions, Inc. | 1.95% | Reduce -2.5% | 182,278 | $6.0M |
| Vantage Financial Partners, LLC | 0.60% | Reduce -3.2% | 89,010 | $2.9M |
| ERn Financial, LLC | 0.43% | Add +11.6% | 68,573 | $2.3M |
| Americana Partners, LLC | 0.06% | Reduce -30.9% | 67,590 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +2.1% | 56,964 | $1.9M |
| Valmark Advisers, Inc. | 0.02% | Add +14.6% | 41,613 | $1.4M |
| PFG Investments, LLC | 0.06% | Reduce -7.3% | 40,915 | $1.4M |
| BIP Wealth, LLC | 0.04% | New | 31,588 | $1.0M |
| Csenge Advisory Group | 0.04% | Add +11.2% | 28,218 | $933K |
| Formidable Asset Management, LLC | 0.12% | Add +8.1% | 25,401 | $831K |
| NewEdge Advisors, LLC | 0.00% | Add +8.4% | 21,244 | $703K |
| Cetera Investment Advisers | 0.00% | Add +129.8% | 16,877 | $558K |
| Mercer Global Advisors Inc. | 0.00% | New | 14,800 | $489K |
| Raymond James Financial Inc. | 0.00% | New | 14,516 | $480K |
| HighTower Advisors, LLC | 0.00% | Add +1.1% | 10,871 | $360K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -65.4% | 9,158 | $303K |
| Harbour Investments, Inc. | 0.00% | Add +313.9% | 6,903 | $228K |
| Jane Street Group, LLC | 0.00% | New | 6,119 | $202K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,173 | $105K |
| Morgan Stanley | 0.00% | New | 1,901 | $63K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,744 | $58K |
| Bank of America Corp. | 0.00% | New | 1,576 | $52K |
| IFP Advisors, Inc | 0.00% | No change | 280 | $9K |
| AE Wealth Management LLC | 0.00% | No change | 140 | $5K |
| JPMorgan Chase & Co. | 0.00% | No change | 54 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 31 | $1K |
"% 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.