Vault-13

BLACKROCK ETF TRUST II IVVB

ISHARES LARG CAP · ETP · CUSIP 092528801

30 institutional holders +2 vs Q1 2026
2,762,6932.8m shares reported held*
$95.6mreported value*
4 new 13 added 6 reduced 3 sold out net bought ≈ $9.4m (+270.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $34.61.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q2 23: 1Q3 23: 5Q4 23: 7Q1 24: 6Q2 24: 12Q3 24: 11Q4 24: 15Q1 25: 42Q2 25: 42Q3 25: 30Q4 25: 29Q1 26: 28Q2 26: 3030Q2 23Q1 24Q4 24Q3 25Q2 26
Numbers
QuarterHolders
Q2 20231
Q3 20235
Q4 20237
Q1 20246
Q2 202412
Q3 202411
Q4 202415
Q1 202542
Q2 202542
Q3 202530
Q4 202529
Q1 202628
Q2 202630

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 6 bought or addedQ3 24: 3 cut or sold outQ4 24: 8 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 34 bought or addedQ1 25: 7 cut or sold outQ2 25: 20 bought or addedQ2 25: 19 cut or sold outQ2 25Q3 25: 18 bought or addedQ3 25: 27 cut or sold outQ4 25: 17 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 14 bought or addedQ1 26: 12 cut or sold outQ2 26: 17 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202463
Q4 202483
Q1 2025347
Q2 20252019
Q3 20251827
Q4 20251716
Q1 20261412
Q2 2026179

Biggest buyers

Ashton Thomas Private Wealth, LLC Added +190,946+190.9k
Wick Capital Partners, LLC Added +43,602+43.6k
PFG Investments, LLC Added +38,651+38.7k
RAYMOND JAMES FINANCIAL INC Added +35,981+36.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +11,859+11.9k
LPL Financial LLC Added +10,322+10.3k
Savvy Advisors, Inc. New +9,920+9.9k
Valmark Advisers, Inc. Added +8,243+8.2k
CITADEL ADVISORS LLC New +6,211+6.2k
Integrated Advisors Network LLC New +5,840+5.8k

Biggest sellers

BIP Wealth, LLC Sold out -32,562-32.6k
Americana Partners, LLC Sold out -28,713-28.7k
CAPTRUST FINANCIAL ADVISORS Reduced -20,372-20.4k
Planned Solutions, Inc. Reduced -9,807-9.8k
Ameritas Advisory Services, LLC Sold out -7,501-7.5k
Cetera Investment Advisers Reduced -1,438-1.4k
Formidable Asset Management, LLC Reduced -398-398
SAGESPRING WEALTH PARTNERS, LLC Reduced -290-290
NewEdge Advisors, LLC Reduced -157-157

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution +1.1 pts · filed 2026-07-17 12.7% +1.1 pts 455.5k≈ $15.8m 2026-07-17

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Wick Capital Partners, LLC 5.94% of their portfolio WAYNE, PA 1,136,1381.1m $39.3m $39.3m 5.94% Added +43.6k +43,602
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 455,542455.5k $15.8m $15.8m 0.00% Added +542 +542
3 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 270,749270.7k $9.4m $9.4m 0.01% Reduced -20.4k -20,372
4 Ashton Thomas Private Wealth, LLC 0.14% of their portfolio SCOTTSDALE, AZ 194,019194.0k $6.7m $6.7m 0.14% Added +190.9k +190,946
5 Planned Solutions, Inc. 1.67% of their portfolio FOLSOM, CA 167,488167.5k $5.8m $5.8m 1.67% Reduced -9.8k -9,807
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 87,23387.2k $3.0m $3.0m 0.00% Added +36.0k +35,981
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 77,50777.5k $2.7m $2.7m 0.00% Added +11.9k +11,859
8 ERn Financial, LLC 0.42% of their portfolio MIDDLETON, WI 72,45672.5k $2.5m $2.5m 0.42% Added +2.8k +2,776
9 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 54,59154.6k $1.9m $1.9m 0.02% Added +8.2k +8,243
10 PFG Investments, LLC 0.07% of their portfolio WOODBURY, NY 50,37050.4k $1.7m $1.7m 0.07% Added +38.7k +38,651
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 31,93431.9k $1.1m $1.1m 0.00% Added +10.3k +10,322
12 Csenge Advisory Group 0.04% of their portfolio CLEARWATER, FL 31,23431.2k $1.1m $1.1m 0.04% Added +3.3k +3,327
13 Formidable Asset Management, LLC 0.12% of their portfolio CINCINNATI, OH 23,62123.6k $756.8k $756.8k 0.12% Reduced -398 -398
14 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 22,32422.3k $773.1k $773.1k 0.00% Reduced -157 -157
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,77017.8k $615.4k $615.4k 0.00% Reduced -1.4k -1,438
16 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 16,09016.1k $557.2k $557.2k 0.01% Reduced -290 -290
17 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,80014.8k $512.5k $512.5k 0.00% Unchanged
18 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 9,9209.9k $343.5k $343.5k 0.01% New
19 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 6,6006.6k $228.5k $228.5k 0.00% Added +1 +1
20 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,2116.2k $215.1k $215.1k 0.00% New
21 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 5,8405.8k $202.2k $202.2k 0.01% New
22 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 3,1733.2k $109.9k $109.9k 0.00% Unchanged
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,9011.9k $65.8k $65.8k 0.00% Unchanged
24 Operose Advisors LLC 0.01% of their portfolio MILWAUKEE, WI 1,8821.9k $65.2k $65.2k 0.01% New
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,2551.3k $43.0k $43.0k 0.00% Added +1.2k +1,229
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 791791 $27.4k $27.4k 0.00% Unchanged
27 Harborfront Financial Group LLC 0.09% of their portfolio LUDINGTON, MI 715715 $24.8k $24.8k 0.09% First filing
28 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 345345 $11.9k $11.9k 0.00% Added +55 +55
29 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 140140 $4.8k $4.8k 0.00% Unchanged
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5454 $1.9k $1.9k 0.00% Unchanged