ISHAR LC MD QUR LD ETF-US IN IVVM
$36.93
-0.1% 52w: $31.85 – $36.96
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data31.8534.4136.96
Jun 20, 2025 Jul 2, 2026
Institutional holders
32
+8 QoQ
13F value
$122.7M
+23.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IVVM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 1.1M | $36.3M | 0.0% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 831.0K | $28.3M | 0.0% | +7.9% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 438.4K | $15.4M | 0.9% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 225.6K | $7.7M | 0.0% | +18.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 201.5K | $6.9M | 0.0% | -24.9% |
| CRA Financial Services, LLC | Wealth advisor | 157.7K | $5.4M | 0.7% | -2.3% |
| LPL Financial LLC | Bank broker | 123.5K | $4.2M | 0.0% | +1229.8% |
| Vavra Capital Management, LLC | Wealth advisor | 102.1K | $3.5M | 3.4% | +3.2% |
| COMPASS CAPITAL CORP /MA/ /ADV | Wealth advisor | 61.9K | $2.3M | 0.8% | +30.6% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 59.0K | $2.0M | 0.0% | +24.9% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 50.5K | $1.7M | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 46.8K | $1.6M | 0.0% | +103.4% |
| BIP Wealth, LLC | Wealth advisor | 31.1K | $1.1M | 0.0% | +2.6% |
| Cetera Investment Advisers | Wealth advisor | 29.1K | $991K | 0.0% | +14.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 27.0K | $920K | 0.0% | -10.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 20.4K | $696K | 0.0% | +7.2% |
| LifeGoal Investments, LLC | Wealth advisor | 20.1K | $688K | 0.4% | -20.8% |
| Brookstone Capital Management | Wealth advisor | 19.0K | $649K | 0.0% | New |
| COFG Advisors, LLC | Wealth advisor | 15.4K | $524K | 0.1% | New |
| HighTower Advisors, LLC | Diversified mechanical | 12.1K | $413K | 0.0% | Held |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 10.9K | $371K | 0.0% | New |
| Chatterton & Associates Inc. | Wealth advisor | 8.0K | $282K | 0.2% | Held |
| Apollon Wealth Management, LLC | Diversified mechanical | 6.8K | $234K | 0.0% | New |
| GWN SECURITIES INC. | Wealth advisor | 6.3K | $216K | 0.0% | New |
| Capital Analysts, LLC | Wealth advisor | 3.4K | $115K | 0.0% | New |
| ASSETMARK, INC | Wealth advisor | 3.2K | $110K | 0.0% | -10.1% |
| Clearstead Advisors, LLC | Wealth advisor | 3.0K | $104K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 1.8K | $62K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 767 | $26K | 0.0% | -0.8% |
| CoreCap Advisors, LLC | Wealth advisor | 492 | $17K | 0.0% | Held |
| IFP Advisors, Inc | Wealth advisor | 217 | $7K | 0.0% | Held |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 1 | $35 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.