IVVM

ISHAR LC MD QUR LD ETF-US IN

Who Owns This Stock

Who Owns IVVM

Other62.6%23 holders

Passive / Index37.4%1 holder

Based on Q4 2025 13F filings + AC behavioral model

24 institutional holders

Top Holders

1.BlackRock, Inc.passive_index

0.0%$37034.0B

2.▲ENVESTNET ASSET MANAGEMENT INCother_unclassified

+27.0%$26793.4B

3.★CAPTRUST FINANCIAL ADVISORSother_unclassified

$9334.3B

4.▲RAYMOND JAMES FINANCIAL INCother_unclassified

+1.7%$6386.5B

5.★CRA Financial Services, LLCother_unclassified

$5616.3B

6.★Vavra Capital Management, LLCother_unclassified

$3441.4B

7.★COMPASS CAPITAL CORP /MA/ /ADVother_unclassified

$1665.0B

8.▲Envestnet Portfolio Solutions, Inc.other_unclassified

+14.4%$1643.6B

9.★BIP Wealth, LLCother_unclassified

$1054.8B

10.★OSAIC HOLDINGS, INC.other_unclassified

$894.8B

11.★Cetera Investment Advisersother_unclassified

$884.0B

12.▲LifeGoal Wealth Advisorsother_unclassified

+21.7%$882.4B

13.★SUSQUEHANNA INTERNATIONAL GROUP, LLPother_unclassified

$801.1B

14.★NewEdge Advisors, LLCother_unclassified

$662.2B

15.HighTower Advisors, LLCother_unclassified

0.0%$421.6B

16.★Shade Tree Advisors LLCother_unclassified

$354.5B

17.LPL Financial LLCother_unclassified

0.0%$323.0B

18.★Chatterton & Associates Inc.other_unclassified

$279.8B

19.▼RAYMOND JAMES FINANCIAL INCother_unclassified

-96.1%$244.6B

20.★OSAIC HOLDINGS, INC.other_unclassified

$158.6B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Neutral

Other(62.6%)

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Passive / Index(37.4%)

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Holds

37% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.