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Public ownership evidence

iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) Ownership Disclosures

Read IVVM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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COFG Advisors, LLC2026-06-302026-08-1517,016$628,792None
Ameritas Advisory Services, LLC2026-06-302026-08-155,783$213,681None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,098$336,184None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,089$705,373None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1548,670$1,798,503None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15119$4,397None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15290$10,716None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,941$71,726None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15123$4,545None
ROYAL BANK OF CANADA2026-06-302026-08-151,820$67,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15221,668$8,191,298None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-153,003$110,970None
COMPASS CAPITAL CORP /MA/ /ADV2026-06-302026-08-1464,325$2,434,701None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14162,000$5,986,386None
Cetera Investment Advisers2026-06-302026-08-1332,249$1,191,697None
NewEdge Advisors, LLC2026-06-302026-08-1320,223$747,302None
BlackRock, Inc.2026-06-302026-08-081,065,711$39,381,219None
Harborfront Financial Group LLC2026-06-302026-08-082,015$74,461None
LPL Financial LLC2026-06-302026-08-08114,901$4,245,935None
MML INVESTORS SERVICES, LLC2026-06-302026-08-087,185$265,507None
Bank of New York Mellon Corp2026-06-302026-08-071$39None
Bank of New York Mellon Corp2026-06-302026-08-075,803$214,438None
Clearstead Advisors, LLC2026-06-302026-08-073,039$112,301None
Capital Analysts, LLC2026-06-302026-08-065,803$214,000None
GWN SECURITIES INC.2026-06-302026-08-066,209$229,444None
HighTower Advisors, LLC2026-06-302026-08-0612,117$447,760None
Savvy Advisors, Inc.2026-06-302026-08-049,288$343,219None
AE Wealth Management LLC2026-06-302026-08-04783$28,942None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04724,237$26,762,727None
FOUNDERS FINANCIAL SECURITIES LLC2026-06-302026-08-01437,284$16,158,957None
ASSETMARK, INC2026-06-302026-07-31150$5,543None
DHJJ Financial Advisors, Ltd.2026-06-302026-07-251$37None
CRA Financial Services, LLC2026-06-302026-07-25155,877$5,760,122None
Apollon Wealth Management, LLC2026-06-302026-07-245,433$200,766None
PFG Investments, LLC2026-06-302026-07-2436,288$1,340,950None
Vavra Capital Management, LLC2026-06-302026-07-24103,066$3,808,598None
IFP Advisors, Inc2026-06-302026-07-21242$8,943None
Envestnet Portfolio Solutions, Inc.2026-06-302026-07-2170,653$2,610,840None
Patriot Financial Group Insurance Agency, LLC2026-06-302026-07-175,433$200,753None
Brookstone Capital Management2026-06-302026-07-1620,867$771,098None

90-day public filing window, up to 50 source positions.

COFG Advisors, LLC ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.