ISHAR LC MD QUR LD ETF-US IN (IVVM) Institutional Shareholders
ISHAR LC MD QUR LD ETF-US IN (IVVM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $126.36M in IVVM holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of IVVM tracked by InsiderSet, reporting ownership valued at approximately $39.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $40.26M, representing an estimated gain of +2.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed IVVM value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Envestnet Asset Management Inc, Founders Financial Securities Llc, and several other long-term asset managers with concentrated positions in ISHAR LC MD QUR LD ETF-US IN (IVVM).
This page ranks the largest institutional IVVM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
34
Total Reported Value
$126.36M
Largest Holder
Blackrock, Inc.
Largest Position
$39.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,065,711 | $39,381,219 | $40,262,562 | +$881,343 | +2.24% | |
| Envestnet Asset Management Inc | 0.01% | 724,237 | $26,762,727 | $27,361,674 | +$598,947 | +2.24% | |
| Founders Financial Securities Llc | 0.83% | 437,284 | $16,158,957 | $16,520,590 | +$361,633 | +2.24% | |
| Raymond James Financial Inc | 0.00% | 224,671 | $8,302,268 | $8,488,070 | +$185,802 | +2.24% | |
| Captrust Financial Advisors | 0.01% | 162,000 | $5,986,386 | $6,120,360 | +$133,974 | +2.24% | |
| Cra Financial Services, Llc | 0.66% | 155,877 | $5,760,122 | $5,889,033 | +$128,911 | +2.24% | |
| Lpl Financial Llc | 0.00% | 114,901 | $4,245,935 | $4,340,960 | +$95,025 | +2.24% | |
| Vavra Capital Management, Llc | 3.33% | 103,066 | $3,808,598 | $3,893,833 | +$85,235 | +2.24% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 70,653 | $2,610,840 | $2,669,270 | +$58,430 | +2.24% | |
| Compass Capital Corp | 0.79% | 64,325 | $2,434,701 | $2,430,199 | -$4,503 | -0.18% | |
| Susquehanna International Group, Llp | 0.00% | 48,670 | $1,798,503 | $1,838,753 | +$40,250 | +2.24% | |
| Pfg Investments, Llc | 0.05% | 36,288 | $1,340,950 | $1,370,961 | +$30,011 | +2.24% | |
| Cetera Investment Advisers | 0.00% | 32,249 | $1,191,697 | $1,218,367 | +$26,670 | +2.24% | |
| Osaic Holdings, Inc. | 0.00% | 28,187 | $1,041,557 | $1,064,905 | +$23,348 | +2.24% | |
| Lifegoal Investments, Llc | 0.41% | 24,372 | $900,618 | $920,774 | +$20,156 | +2.24% | |
| Brookstone Capital Management | 0.01% | 20,867 | $771,098 | $788,355 | +$17,257 | +2.24% | |
| Newedge Advisors, Llc | 0.00% | 20,223 | $747,302 | $764,025 | +$16,723 | +2.24% | |
| Cofg Advisors, Llc | 0.11% | 17,016 | $628,792 | $642,864 | +$14,072 | +2.24% | |
| Savvy Advisors, Inc. | 0.01% | 9,288 | $343,219 | $350,901 | +$7,682 | +2.24% | |
| Chatterton & Associates Inc. | 0.18% | 8,042 | $298,760 | $303,827 | +$5,067 | +1.70% | |
| Mml Investors Services, Llc | 0.00% | 7,185 | $265,507 | $271,449 | +$5,942 | +2.24% | |
| Gwn Securities Inc. | 0.04% | 6,209 | $229,444 | $234,576 | +$5,132 | +2.24% | |
| Bank Of New York Mellon Corp | 0.00% | 5,804 | $214,477 | $219,275 | +$4,798 | +2.24% | |
| Capital Analysts, Llc | 0.00% | 5,803 | $214,000 | $219,237 | +$5,237 | +2.45% | |
| Ameritas Advisory Services, Llc | 0.00% | 5,783 | $213,681 | $218,482 | +$4,801 | +2.25% | |
| Apollon Wealth Management, Llc | 0.00% | 5,433 | $200,766 | $205,259 | +$4,493 | +2.24% | |
| Patriot Financial Group Insurance Agency, Llc | 0.02% | 5,433 | $200,753 | $205,259 | +$4,506 | +2.24% | |
| Clearstead Advisors, Llc | 0.00% | 3,039 | $112,301 | $114,813 | +$2,512 | +2.24% | |
| Action Point Financial Planning, Llc | 0.01% | 2,473 | $91,384 | $93,430 | +$2,046 | +2.24% | |
| Royal Bank Of Canada | 0.00% | 1,820 | $67,000 | $68,760 | +$1,760 | +2.63% | |
| Corecap Advisors, Llc | 0.00% | 466 | $17,220 | $17,605 | +$385 | +2.24% | |
| Ifp Advisors, Inc | 0.00% | 242 | $8,943 | $9,143 | +$200 | +2.23% | |
| Assetmark, Inc | 0.00% | 150 | $5,543 | $5,667 | +$124 | +2.24% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 1 | $37 | $38 | +$1 | +2.11% |
Frequently asked questions about IVVM
Who are the largest institutional holders of IVVM?
The largest institutional holders of IVVM reported in the latest SEC Form 13F filings include Blackrock, Inc., Envestnet Asset Management Inc, Founders Financial Securities Llc, Raymond James Financial Inc, and Captrust Financial Advisors. InsiderSet ranks institutional holders by their latest reported IVVM position.
What is IVVM institutional ownership?
This page tracks IVVM positions reported by institutional investment managers through SEC Form 13F. ISHAR LC MD QUR LD ETF-US IN (IVVM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IVVM?
InsiderSet currently tracks 34 institutional managers reporting IVVM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IVVM shareholders.
How much IVVM stock do institutions own?
Institutional investment managers disclosed approximately $126.36M in IVVM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IVVM institutional ownership last updated?
The latest IVVM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IVVM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IVVM position after the reporting date.
Are institutions buying or selling IVVM?
Institutional buying and selling can be analyzed by comparing IVVM positions across consecutive 13F reporting periods. InsiderSet's IVVM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IVVM ownership changes.
How has IVVM institutional ownership changed over time?
InsiderSet tracks IVVM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.