IVVM Institutional Ownership
iShares Large Cap Moderate Quarterly Laddered ETF
1W: -0.3%
1M: +0.6%
3M: +2.2%
YTD: +9.0%
1Y: +10.9%
3Y: +53.0%
$37.96
+0.18 (+0.48%)
Weekly Expected Move ±0.9%
$37
$38
$38
$38
$39
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — IVVM
39
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
127M
Total Invested
7
New Positions
14
Increased
14
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (40 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,065,711 | 40M | +1,211 | +0.1% | 8Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 724,237 | 27M | -106,789 | -12.9% | 7Q | SEC ↗ |
| 3 | FOUNDERS FINANCIAL SECURITIES LLC | 437,284 | 17M | -1,081 | -0.2% | 2Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 224,671 | 9M | -906 | -0.4% | 4Q | SEC ↗ |
| 5 | CAPTRUST FINANCIAL ADVISORS | 162,000 | 6M | -39,454 | -19.6% | 9Q | SEC ↗ |
| 6 | CRA Financial Services, LLC | 155,877 | 6M | -1,827 | -1.2% | 12Q | SEC ↗ |
| 7 | LPL Financial LLC | 114,901 | 4M | -8,553 | -6.9% | 4Q | SEC ↗ |
| 8 | Vavra Capital Management, LLC | 103,066 | 4M | +982 | +1.0% | 3Q | SEC ↗ |
| 9 | Envestnet Portfolio Solutions, Inc. | 70,653 | 3M | +11,660 | +19.8% | 5Q | SEC ↗ |
| 10 | COMPASS CAPITAL CORP /MA/ /ADV | 64,325 | 2M | +2,445 | +4.0% | 3Q | SEC ↗ |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,670 | 2M | +1,841 | +3.9% | 3Q | SEC ↗ |
| 12 | PFG Investments, LLC NEW | 36,288 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 32,249 | 1M | +3,193 | +11.0% | 4Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 28,187 | 1M | +1,202 | +4.5% | 9Q | SEC ↗ |
| 15 | LifeGoal Investments, LLC | 24,372 | 925K | +4,294 | +21.4% | 7Q | SEC ↗ |
| 16 | Brookstone Capital Management | 20,867 | 792K | +1,841 | +9.7% | 2Q | SEC ↗ |
| 17 | NewEdge Advisors, LLC | 20,223 | 768K | -184 | -0.9% | 6Q | SEC ↗ |
| 18 | COFG Advisors, LLC | 17,016 | 646K | +1,662 | +10.8% | 2Q | SEC ↗ |
| 19 | HighTower Advisors, LLC | 12,117 | 460K | — | +0.0% | 4Q | SEC ↗ |
| 20 | Savvy Advisors, Inc. NEW | 9,288 | 353K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Chatterton & Associates Inc. | 8,042 | 305K | — | +0.0% | 3Q | SEC ↗ |
| 22 | MML INVESTORS SERVICES, LLC NEW | 7,185 | 273K | — | +0.0% | 1Q | SEC ↗ |
| 23 | GWN SECURITIES INC. | 6,209 | 236K | -133 | -2.1% | 2Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp NEW | 5,804 | 220K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Capital Analysts, LLC | 5,803 | 220K | +2,424 | +71.7% | 2Q | SEC ↗ |
| 26 | Ameritas Advisory Services, LLC NEW | 5,783 | 220K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Patriot Financial Group Insurance Agen | 5,433 | 206K | -5,433 | -50.0% | 2Q | SEC ↗ |
| 28 | Apollon Wealth Management, LLC | 5,433 | 206K | -1,414 | -20.7% | 2Q | SEC ↗ |
| 29 | Clearstead Advisors, LLC | 3,039 | 115K | — | +0.0% | 4Q | SEC ↗ |
| 30 | FIDUCIARY FINANCIAL ADVISORS NEW | 2,473 | 94K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Harborfront Financial Group LLC NEW | 2,015 | 76K | — | +0.0% | 1Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 1,820 | 69K | +6 | +0.3% | 2Q | SEC ↗ |
| 33 | AE Wealth Management LLC | 783 | 30K | +16 | +2.1% | 6Q | SEC ↗ |
| 34 | CoreCap Advisors, LLC | 466 | 18K | -26 | -5.3% | 7Q | SEC ↗ |
| 35 | IFP Advisors, Inc | 242 | 9K | +25 | +11.5% | 5Q | SEC ↗ |
| 36 | ASSETMARK, INC | 150 | 6K | -3,076 | -95.4% | 4Q | SEC ↗ |
| 37 | DHJJ Financial Advisors, Ltd. | 1 | 0K | — | +0.0% | 9Q | SEC ↗ |
| 38 | OLD MISSION CAPITAL LLC | 0 | 0K | -50,453 | -100.0% | 1Q | SEC ↗ |
| 39 | Shade Tree Advisors LLC | 0 | 0K | -10,191 | -100.0% | 1Q | SEC ↗ |
| 40 | BIP Wealth, LLC | 0 | 0K | -31,105 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| PFG Investments, LLC | 36,288 | 1M |
| Savvy Advisors, Inc. | 9,288 | 353K |
| MML INVESTORS SERVICES, LLC | 7,185 | 273K |
| Bank of New York Mellon Corp | 5,804 | 220K |
| Ameritas Advisory Services, LLC | 5,783 | 220K |
| FIDUCIARY FINANCIAL ADVISORS | 2,473 | 94K |
| Harborfront Financial Group LLC | 2,015 | 76K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 50,453 | 2M |
| BIP Wealth, LLC | 31,105 | 1M |
| Shade Tree Advisors LLC | 10,191 | 387K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | +11,660 | +19.8% | 70,653 |
| LifeGoal Investments, LLC | +4,294 | +21.4% | 24,372 |
| Cetera Investment Advisers | +3,193 | +11.0% | 32,249 |
| COMPASS CAPITAL CORP /MA/ /ADV | +2,445 | +4.0% | 64,325 |
| Capital Analysts, LLC | +2,424 | +71.7% | 5,803 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +1,841 | +3.9% | 48,670 |
| Brookstone Capital Management | +1,841 | +9.7% | 20,867 |
| COFG Advisors, LLC | +1,662 | +10.8% | 17,016 |
| BlackRock, Inc. | +1,211 | +0.1% | 1,065,711 |
| OSAIC HOLDINGS, INC. | +1,202 | +4.5% | 28,187 |
| Vavra Capital Management, LLC | +982 | +1.0% | 103,066 |
| IFP Advisors, Inc | +25 | +11.5% | 242 |
| AE Wealth Management LLC | +16 | +2.1% | 783 |
| ROYAL BANK OF CANADA | +6 | +0.3% | 1,820 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -106,789 | -12.9% | 724,237 |
| CAPTRUST FINANCIAL ADVISORS | -39,454 | -19.6% | 162,000 |
| LPL Financial LLC | -8,553 | -6.9% | 114,901 |
| Patriot Financial Group Insurance A | -5,433 | -50.0% | 5,433 |
| ASSETMARK, INC | -3,076 | -95.4% | 150 |
| CRA Financial Services, LLC | -1,827 | -1.2% | 155,877 |
| Apollon Wealth Management, LLC | -1,414 | -20.7% | 5,433 |
| FOUNDERS FINANCIAL SECURITIES LLC | -1,081 | -0.2% | 437,284 |
| RAYMOND JAMES FINANCIAL INC | -906 | -0.4% | 224,671 |
| NewEdge Advisors, LLC | -184 | -0.9% | 20,223 |
| GWN SECURITIES INC. | -133 | -2.1% | 6,209 |
| CoreCap Advisors, LLC | -26 | -5.3% | 466 |