§ EQUITY
USDIVVM
ISHAR LC MD QUR LD ETF-US IN
USD
§ 01 · PRICE
Price action
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§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 1.1M | 0.0% | ±0% |
| ENVESTNET ASSET MANAGEMENT INC | 831K | 0.0% | +8% |
| FOUNDERS FINANCIAL SECURITIES LLC | 438K | 0.4% | n/a |
| RAYMOND JAMES FINANCIAL INC | 219K | 0.0% | +18% |
| CAPTRUST FINANCIAL ADVISORS | 201K | 0.0% | −25% |
| CRA Financial Services, LLC | 158K | 0.7% | −2% |
◇ AC INTELLIGENCE
Top institutional owners for IVVM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER57.5% · 27 holders
PASSIVE / INDEX29.7% · 1 holder
DEALER / BANK12.5% · 3 holders
INCOME / DEFENSIVE0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IVVM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IVVM yet.