Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
3,645,548
-
Total 13F shares
-
2,140,918
-
Share change
-
+289,214
-
Total reported value
-
$69,301,345
-
Price per share
-
$32.37
-
Number of holders
-
17
-
Value change
-
+$9,457,036
-
Number of buys
-
11
-
Number of sells
-
5
Institutional Holders of iShares Large Cap Moderate Buffer ETF - Common Stock (IVVM) as of Q2 2025
As of 30 Jun 2025,
iShares Large Cap Moderate Buffer ETF - Common Stock (IVVM) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,140,918 shares.
The largest 10 holders included
BlackRock, Inc., ENVESTNET ASSET MANAGEMENT INC, CAPTRUST FINANCIAL ADVISORS, CRA Financial Services, LLC, OSAIC HOLDINGS, INC., Strategic Blueprint, LLC, Envestnet Portfolio Solutions, Inc., NewEdge Advisors, LLC, GOLDMAN SACHS GROUP INC, and LifeGoal Wealth Advisors.
This page lists
17
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.