your badges 52W Range $35–$36 77% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

IVVB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $35.59
52W Range $35–$36

IVVB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$0.41Paid annually
Ex-dateAmountCurrencyYield
Dec 23, 2025$0.41USD—
Dec 30, 2024$0.27USD—

Institutional owners (13F) 31 filers · $98.6M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 31
Value held $98.6M
New positions 5
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (+1 vs prior Q) 3 (-1 vs prior Q) 13 (+3 vs prior Q) 6 (-2 vs prior Q) +271K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Wick Capital Partners, LLC $39,344,470 1,136,138 39.92% Shares
BlackRock, Inc. $15,775,419 455,542 16.01% Shares
CAPTRUST FINANCIAL ADVISORS $9,376,030 270,749 9.51% Shares
Ashton Thomas Private Wealth, LLC $6,718,878 194,019 6.82% Shares
Planned Solutions, Inc. $5,800,109 167,488 5.89% Shares
RAYMOND JAMES FINANCIAL INC $3,020,879 87,233 3.07% Shares
Vantage Financial Partners, LLC $2,943,575 89,010 2.99% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,684,067 77,507 2.72% Shares
ERn Financial, LLC $2,509,151 72,456 2.55% Shares
Valmark Advisers, Inc. $1,890,486 54,591 1.92% Shares
PFG Investments, LLC $1,744,313 50,370 1.77% Shares
LPL Financial LLC $1,105,874 31,934 1.12% Shares
Csenge Advisory Group $1,081,633 31,234 1.10% Shares
NewEdge Advisors, LLC $773,078 22,324 0.78% Shares
Formidable Asset Management, LLC $756,817 23,621 0.77% Shares
Cetera Investment Advisers $615,384 17,770 0.62% Shares
SAGESPRING WEALTH PARTNERS, LLC $557,197 16,090 0.57% Shares
MERCER GLOBAL ADVISORS INC /ADV $512,524 14,800 0.52% Shares
Savvy Advisors, Inc. $343,530 9,920 0.35% Shares
HARBOUR INVESTMENTS, INC. $228,542 6,600 0.23% Shares
CITADEL ADVISORS LLC $215,087 6,211 0.22% Shares
Integrated Advisors Network LLC $202,240 5,840 0.21% Shares
Clearstead Advisors, LLC $109,881 3,173 0.11% Shares
MORGAN STANLEY $65,832 1,901 0.07% Shares
Operose Advisors LLC $65,174 1,882 0.07% Shares
ROYAL BANK OF CANADA $43,000 1,255 0.04% Shares
OSAIC HOLDINGS, INC. $27,391 791 0.03% Shares
Harborfront Financial Group LLC $24,760 715 0.03% Shares
IFP Advisors, Inc $11,947 345 0.01% Shares
AE Wealth Management LLC $4,848 140 0.00% Shares
JPMORGAN CHASE & CO $1,861 54 0.00% Shares

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