| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 13% | +87% | $15,072,900 | -$3,848,400 | 470,000 | -20% | BlackRock Portfolio Management LLC | 31 Aug 2025 |
As of 30 Sep 2025, 30 institutional investors reported holding 2,131,699 shares of iShares Large Cap Deep Buffer ETF - Common Stock (IVVB). This represents 59% of the company’s total 3,643,411 outstanding shares.
The largest institutional shareholders of iShares Large Cap Deep Buffer ETF - Common Stock (IVVB) together control 58% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | 470,000 | -20% | 0% | $15,378,400 |
| Wick Capital Partners, LLC | 12% | 437,296 | 0% | 3.4% | $14,308,325 |
| CAPTRUST FINANCIAL ADVISORS | 11% | 412,398 | +9% | 0.03% | $13,493,663 |
| Planned Solutions, Inc. | 5.1% | 187,028 | +0.38% | 2.1% | $6,119,556 |
| Americana Partners, LLC | 2.7% | 97,869 | -64% | 0.1% | $3,202,274 |
| Vantage Financial Partners, LLC | 2.5% | 91,954 | -12% | 0.63% | $3,008,746 |
| ERn Financial, LLC | 1.7% | 61,468 | +2.1% | 0.4% | $2,011,233 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.5% | 55,804 | +42% | 0% | $1,825,907 |
| PFG Investments, LLC | 1.2% | 44,134 | -2.1% | 0.07% | $1,444,064 |
| Wallace Advisory Group, LLC | 1.2% | 43,960 | -8.5% | 1.1% | $1,363,200 |
| Valmark Advisers, Inc. | 1% | 36,316 | +25% | 0.02% | $1,188,260 |
| Strategic Blueprint, LLC | 0.88% | 32,084 | -1% | 0.05% | $1,049,800 |
| Ameritas Advisory Services, LLC | 0.73% | 26,500 | 0.06% | $867,080 | |
| Csenge Advisory Group | 0.7% | 25,383 | +67% | 0.04% | $830,532 |
| Formidable Asset Management, LLC | 0.65% | 23,509 | 0.12% | $729,014 | |
| NewEdge Advisors, LLC | 0.54% | 19,596 | +33% | 0% | $641,185 |
| KM Capital Management Ltd. | 0.41% | 14,800 | 0% | 0.22% | $484,256 |
| OLD MISSION CAPITAL LLC | 0.39% | 14,059 | 0.02% | $460,010 | |
| HighTower Advisors, LLC | 0.3% | 10,750 | 0% | $351,740 | |
| Cetera Investment Advisers | 0.2% | 7,345 | 0% | $240,328 | |
| Focus Partners Advisor Solutions, LLC | 0.18% | 6,474 | 0% | $215,720 | |
| Diversify Advisory Services, LLC | 0.17% | 6,014 | -53% | 0.01% | $200,450 |
| Clearstead Advisors, LLC | 0.09% | 3,173 | 0% | $103,821 | |
| HARBOUR INVESTMENTS, INC. | 0.05% | 1,668 | 0% | 0% | $54,587 |
| PRINCIPAL SECURITIES, INC. | 0.04% | 1,600 | 0% | 0% | $52,352 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 2,131,699 | $69,641,419 | -$388,087,196 | $32.72 | 30 |
| 2025 Q2 | 13,579,416 | $440,261,069 | +$210,485,865 | $31.01 | 40 |
| 2025 Q1 | 7,740,412 | $226,950,252 | +$154,472,779 | $29.32 | 40 |
| 2024 Q4 | 2,469,809 | $75,428,947 | +$7,071,594 | $30.54 | 14 |
| 2024 Q3 | 2,238,261 | $67,729,778 | +$4,670,346 | $30.26 | 10 |
| 2024 Q2 | 2,086,386 | $59,816,880 | +$21,453,091 | $28.67 | 11 |
| 2024 Q1 | 1,338,112 | $36,978,852 | +$25,518,372 | $27.64 | 5 |
| 2023 Q4 | 415,499 | $10,785,232 | -$6,231,523 | $25.96 | 6 |
| 2023 Q3 | 677,988 | $16,590,366 | +$16,590,366 | $24.47 | 4 |