IVVB Institutional Ownership
iShares Large Cap Deep Quarterly Laddered ETF
1W: -0.3%
1M: +0.7%
3M: +2.4%
YTD: +7.5%
1Y: +8.6%
3Y: +47.1%
$35.59
+0.18 (+0.52%)
Weekly Expected Move ±1.1%
$35
$35
$36
$36
$36
Overview
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Institutional Ownership — IVVB
33
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
96M
Total Invested
5
New Positions
13
Increased
9
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (37 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wick Capital Partners, LLC | 1,136,138 | $40M | +43,602 | +4.0% | 12Q | SEC ↗ |
| 2 | BlackRock, Inc. | 455,542 | $16M | +542 | +0.1% | 8Q | SEC ↗ |
| 3 | CAPTRUST FINANCIAL ADVISORS | 270,749 | $10M | -20,372 | -7.0% | 10Q | SEC ↗ |
| 4 | Ashton Thomas Private Wealth, LLC | 194,019 | $7M | +190,946 | +6213.7% | 2Q | SEC ↗ |
| 5 | Planned Solutions, Inc. | 167,488 | $6M | -9,807 | -5.5% | 7Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 87,233 | $3M | +35,981 | +70.2% | 3Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 77,507 | $3M | +11,859 | +18.1% | 12Q | SEC ↗ |
| 8 | ERn Financial, LLC | 72,456 | $3M | +2,776 | +4.0% | 5Q | SEC ↗ |
| 9 | Valmark Advisers, Inc. | 54,591 | $2M | +8,243 | +17.8% | 6Q | SEC ↗ |
| 10 | PFG Investments, LLC | 50,370 | $2M | +38,651 | +329.8% | 7Q | SEC ↗ |
| 11 | LPL Financial LLC | 31,934 | $1M | +10,322 | +47.8% | 2Q | SEC ↗ |
| 12 | Csenge Advisory Group | 31,234 | $1M | +3,327 | +11.9% | 6Q | SEC ↗ |
| 13 | Formidable Asset Management, LLC | 23,621 | $841K | -398 | -1.7% | 4Q | SEC ↗ |
| 14 | NewEdge Advisors, LLC | 22,324 | $794K | -157 | -0.7% | 6Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 17,770 | $632K | -1,438 | -7.5% | 4Q | SEC ↗ |
| 16 | SAGESPRING WEALTH PARTNERS, LLC | 16,090 | $573K | -290 | -1.8% | 2Q | SEC ↗ |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | 14,800 | $527K | — | +0.0% | 3Q | SEC ↗ |
| 18 | Savvy Advisors, Inc. NEW | 9,920 | $353K | — | +0.0% | 1Q | SEC ↗ |
| 19 | HARBOUR INVESTMENTS, INC. | 6,600 | $235K | +1 | +0.0% | 9Q | SEC ↗ |
| 20 | CITADEL ADVISORS LLC NEW | 6,211 | $221K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Integrated Advisors Network LLC NEW | 5,840 | $208K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Clearstead Advisors, LLC | 3,173 | $113K | — | +0.0% | 4Q | SEC ↗ |
| 23 | MORGAN STANLEY | 1,901 | $68K | — | +0.0% | 3Q | SEC ↗ |
| 24 | Operose Advisors LLC NEW | 1,882 | $67K | — | +0.0% | 1Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 1,255 | $45K | +1,229 | +4726.9% | 2Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 791 | $28K | — | +0.0% | 6Q | SEC ↗ |
| 27 | Harborfront Financial Group LLC NEW | 715 | $25K | — | +0.0% | 1Q | SEC ↗ |
| 28 | IFP Advisors, Inc | 345 | $12K | +55 | +19.0% | 5Q | SEC ↗ |
| 29 | AE Wealth Management LLC | 140 | $5K | — | +0.0% | 4Q | SEC ↗ |
| 30 | JPMORGAN CHASE & CO | 54 | $2K | — | +0.0% | 6Q | SEC ↗ |
| 31 | BIP Wealth, LLC | 0 | $0K | -32,562 | -100.0% | 2Q | SEC ↗ |
| 32 | Ameritas Advisory Services, LLC | 0 | $0K | -7,501 | -100.0% | 3Q | SEC ↗ |
| 33 | Kestra Advisory Services, LLC | 0 | $0K | -1,744 | -100.0% | 1Q | SEC ↗ |
| 34 | HighTower Advisors, LLC | 0 | $0K | -10,871 | -100.0% | 2Q | SEC ↗ |
| 35 | JANE STREET GROUP, LLC | 0 | $0K | -6,119 | -100.0% | 1Q | SEC ↗ |
| 36 | Americana Partners, LLC | 0 | $0K | -28,713 | -100.0% | 5Q | SEC ↗ |
| 37 | BANK OF AMERICA CORP /DE | 0 | $0K | -1,576 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Savvy Advisors, Inc. | 9,920 | $353K |
| CITADEL ADVISORS LLC | 6,211 | $221K |
| Integrated Advisors Network LLC | 5,840 | $208K |
| Operose Advisors LLC | 1,882 | $67K |
| Harborfront Financial Group LLC | 715 | $25K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BIP Wealth, LLC | 32,562 | $1M |
| Americana Partners, LLC | 28,713 | $1M |
| HighTower Advisors, LLC | 10,871 | $387K |
| Ameritas Advisory Services, LLC | 7,501 | $267K |
| JANE STREET GROUP, LLC | 6,119 | $218K |
| Kestra Advisory Services, LLC | 1,744 | $62K |
| BANK OF AMERICA CORP /DE | 1,576 | $56K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | +190,946 | +6213.7% | 194,019 |
| Wick Capital Partners, LLC | +43,602 | +4.0% | 1,136,138 |
| PFG Investments, LLC | +38,651 | +329.8% | 50,370 |
| RAYMOND JAMES FINANCIAL INC | +35,981 | +70.2% | 87,233 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +11,859 | +18.1% | 77,507 |
| LPL Financial LLC | +10,322 | +47.8% | 31,934 |
| Valmark Advisers, Inc. | +8,243 | +17.8% | 54,591 |
| Csenge Advisory Group | +3,327 | +11.9% | 31,234 |
| ERn Financial, LLC | +2,776 | +4.0% | 72,456 |
| ROYAL BANK OF CANADA | +1,229 | +4726.9% | 1,255 |
| BlackRock, Inc. | +542 | +0.1% | 455,542 |
| IFP Advisors, Inc | +55 | +19.0% | 345 |
| HARBOUR INVESTMENTS, INC. | +1 | +0.0% | 6,600 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | -20,372 | -7.0% | 270,749 |
| Planned Solutions, Inc. | -9,807 | -5.5% | 167,488 |
| Cetera Investment Advisers | -1,438 | -7.5% | 17,770 |
| Formidable Asset Management, LLC | -398 | -1.7% | 23,621 |
| SAGESPRING WEALTH PARTNERS, LLC | -290 | -1.8% | 16,090 |
| NewEdge Advisors, LLC | -157 | -0.7% | 22,324 |