iShares Large Cap Deep QuartIVVBETF
13F holders, Q1 2026 (March 31)28holders −1
4new positions
4sold out
$32.05avg. 13F price*
At the end of Q1 2026, 28 institutions reported holding iShares Large Cap Deep Quart (IVVB) in their 13F filings, down 1 from Q4 2025. 4 opened new positions and 4 sold out. The largest holders were Wick Capital Partners, LLC ($35.0M), BlackRock, Inc. ($14.6M) and Captrust Financial Advisors ($9.3M).
- Company
- iShares Large Cap Deep Quart
- Filed as
- BLACKROCK ETF TRUST II (Q1 2026)
- CUSIP
- 092528801
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 4 | $672K |
All 13F filers, Q4 2025 → Q1 2026: 163,850 shares bought and 139,471 shares sold, net +24,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Wick Capital Partners, LLC | 6.38% | Add +6.5% | 1,092,536 | $35.0M |
| BlackRock, Inc. | 0.00% | No change | 455,000 | $14.6M |
| Captrust Financial Advisors | 0.02% | Reduce -12.7% | 291,121 | $9.3M |
| Planned Solutions, Inc. | 1.88% | Reduce -2.7% | 177,295 | $5.7M |
| ERn Financial, LLC | 0.42% | Add +1.6% | 69,680 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +15.2% | 65,648 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +253.1% | 51,252 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +11.4% | 46,348 | $1.5M |
| BIP Wealth, LLC | 0.04% | Add +3.1% | 32,562 | $1.0M |
| Americana Partners, LLC | 0.02% | Reduce -57.5% | 28,713 | $920K |
| Csenge Advisory Group | 0.04% | Reduce -1.1% | 27,907 | $894K |
| Formidable Asset Management, LLC | 0.12% | Reduce -5.4% | 24,019 | $794K |
| NewEdge Advisors, LLC | 0.00% | Add +5.8% | 22,481 | $720K |
| LPL Financial LLC | 0.00% | New | 21,612 | $692K |
| Cetera Investment Advisers | 0.00% | Add +13.8% | 19,208 | $615K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 16,380 | $525K |
| Mercer Global Advisors Inc. | 0.00% | No change | 14,800 | $474K |
| PFG Investments, LLC | 0.02% | Reduce -71.4% | 11,719 | $375K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -18.1% | 7,501 | $240K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.4% | 6,599 | $211K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,173 | $102K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 3,073 | $98K |
| Morgan Stanley | 0.00% | No change | 1,901 | $61K |
| Osaic Holdings, Inc. | 0.00% | Add +2451.6% | 791 | $25K |
| IFP Advisors, Inc | 0.00% | Add +3.6% | 290 | $9K |
| AE Wealth Management LLC | 0.00% | No change | 140 | $4K |
| JPMorgan Chase & Co. | 0.00% | No change | 54 | $2K |
| Royal Bank of Canada | 0.00% | New | 26 | $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.