ISHARES LARGE CAP DEEP QUART (IVVB) Institutional Ownership Changes & 13F Activity
ISHARES LARGE CAP DEEP QUART (IVVB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ashton Thomas Private Wealth, Llc, Wick Capital Partners, Llc, Pfg Investments, Llc, Raymond James Financial Inc, and Bip Wealth, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +6,211 | — | 6,211 | $215.09K | Q2 2026 | Sep 02, 2026 |
| Wick Capital Partners, Llc | Buy | +43,602 | +4.0% | 1,136,138 | $39.34M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +35,981 | +70.2% | 87,233 | $3.02M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +11,859 | +18.1% | 77,507 | $2.68M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,229 | +4726.9% | 1,255 | $43.00K | Q2 2026 | Aug 14, 2026 |
| Captrust Financial Advisors | Sell | -20,372 | -7.0% | 270,749 | $9.38M | Q2 2026 | Aug 13, 2026 |
| Operose Advisors Llc | Buy | +1,882 | — | 1,882 | $65.17K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -1,438 | -7.5% | 17,770 | $615.38K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -157 | -0.7% | 22,324 | $773.08K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +54 | — | 54 | $1.86K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +1 | +0.0% | 6,600 | $228.54K | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network Llc | Buy | +5,840 | — | 5,840 | $202.24K | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | Buy | +3,327 | +11.9% | 31,234 | $1.08M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +10,322 | +47.8% | 31,934 | $1.11M | Q2 2026 | Aug 07, 2026 |
| Blackrock, Inc. | Buy | +542 | +0.1% | 455,542 | $15.78M | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | Buy | +8,243 | +17.8% | 54,591 | $1.89M | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | Buy | +9,920 | — | 9,920 | $343.53K | Q2 2026 | Aug 03, 2026 |
| Sagespring Wealth Partners, Llc | Sell | -290 | -1.8% | 16,090 | $557.20K | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +190,946 | +6213.7% | 194,019 | $6.72M | Q2 2026 | Jul 29, 2026 |
| Pfg Investments, Llc | Buy | +38,651 | +329.8% | 50,370 | $1.74M | Q2 2026 | Jul 23, 2026 |
| Ern Financial, Llc | Buy | +2,776 | +4.0% | 72,456 | $2.51M | Q2 2026 | Jul 23, 2026 |
| Ifp Advisors, Inc | Buy | +55 | +19.0% | 345 | $11.95K | Q2 2026 | Jul 20, 2026 |
| Formidable Asset Management, Llc | Sell | -398 | -1.7% | 23,621 | $756.82K | Q2 2026 | Jul 17, 2026 |
| Planned Solutions, Inc. | Sell | -9,807 | -5.5% | 167,488 | $5.80M | Q2 2026 | Jul 13, 2026 |
| Ae Wealth Management Llc | Sell | -140 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Americana Partners, Llc | Sell | -28,713 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Ameritas Advisory Services, Llc | Sell | -7,501 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Bip Wealth, Llc | Sell | -32,562 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
Frequently asked questions about IVVB activity
Which institutional owners are buying IVVB?
Institutional owners buying IVVB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IVVB activity?
"Buy" means an investor increased their reported position in IVVB compared to the prior reporting period. This reflects growing exposure to ISHARES LARGE CAP DEEP QUART (IVVB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IVVB increasing?
Institutional interest in IVVB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.