Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
3.65M
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
1.35M
-
Shares change
-
+167K
-
Total reported value, excl. options
-
$39.1M
-
Value change
-
+$4.84M
-
Number of buys
-
9
-
Price
-
$28.96
Significant Holders of iShares Large Cap Moderate Buffer ETF - Common Stock (IVVM) as of Q2 2024
10 filings reported holding IVVM - iShares Large Cap Moderate Buffer ETF - Common Stock as of Q2 2024.
iShares Large Cap Moderate Buffer ETF - Common Stock (IVVM) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.35M shares
of 3.65M outstanding shares and own 36.99% of the company stock.
Largest 10 shareholders include BlackRock Inc. (1.06M shares), CRA Financial Services, LLC (141K shares), CAPTRUST FINANCIAL ADVISORS (67.5K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (27K shares), OLD MISSION CAPITAL LLC (20.4K shares), M Holdings Securities, Inc. (12.7K shares), HighTower Advisors, LLC (12.1K shares), Clear Point Advisors Inc. (3.2K shares), OSAIC HOLDINGS, INC. (298 shares), and DHJJ Financial Advisors, Ltd. (1 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.