IVVM iShares Large Cap Moderate Quarterly Laddered ETF
BATS close Oct 2, 2026IVVM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Dec 23, 2025 | $0.24 | USD | — |
| Dec 30, 2024 | $0.19 | USD | — |
Institutional owners (13F) 37 filers · $126.7M total · As of June 30, 2026
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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 7 (-2 vs prior Q) | 2 (+1 vs prior Q) | 14 (+4 vs prior Q) | 12 (+6 vs prior Q) | -149K |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $39,381,219 | 1,065,711 | 31.08% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $26,762,727 | 724,237 | 21.12% | Shares |
| FOUNDERS FINANCIAL SECURITIES LLC | $16,158,957 | 437,284 | 12.75% | Shares |
| RAYMOND JAMES FINANCIAL INC | $8,302,268 | 224,671 | 6.55% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $5,986,386 | 162,000 | 4.73% | Shares |
| CRA Financial Services, LLC | $5,760,122 | 155,877 | 4.55% | Shares |
| LPL Financial LLC | $4,245,935 | 114,901 | 3.35% | Shares |
| Vavra Capital Management, LLC | $3,808,598 | 103,066 | 3.01% | Shares |
| Envestnet Portfolio Solutions, Inc. | $2,610,840 | 70,653 | 2.06% | Shares |
| COMPASS CAPITAL CORP /MA/ /ADV | $2,434,701 | 64,325 | 1.92% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,798,503 | 48,670 | 1.42% | Shares |
| PFG Investments, LLC | $1,340,950 | 36,288 | 1.06% | Shares |
| Cetera Investment Advisers | $1,191,697 | 32,249 | 0.94% | Shares |
| OSAIC HOLDINGS, INC. | $1,041,557 | 28,187 | 0.82% | Shares |
| LifeGoal Investments, LLC | $900,618 | 24,372 | 0.71% | Shares |
| Brookstone Capital Management | $771,098 | 20,867 | 0.61% | Shares |
| NewEdge Advisors, LLC | $747,302 | 20,223 | 0.59% | Shares |
| COFG Advisors, LLC | $628,792 | 17,016 | 0.50% | Shares |
| HighTower Advisors, LLC | $447,760 | 12,117 | 0.35% | Shares |
| Savvy Advisors, Inc. | $343,219 | 9,288 | 0.27% | Shares |
| Chatterton & Associates Inc. | $298,760 | 8,042 | 0.24% | Shares |
| MML INVESTORS SERVICES, LLC | $265,507 | 7,185 | 0.21% | Shares |
| GWN SECURITIES INC. | $229,444 | 6,209 | 0.18% | Shares |
| Bank of New York Mellon Corp | $214,477 | 5,804 | 0.17% | Shares |
| Ameritas Advisory Services, LLC | $213,681 | 5,783 | 0.17% | Shares |
| Apollon Wealth Management, LLC | $200,766 | 5,433 | 0.16% | Shares |
| Patriot Financial Group Insurance Agency, LLC | $200,753 | 5,433 | 0.16% | Shares |
| Clearstead Advisors, LLC | $112,301 | 3,039 | 0.09% | Shares |
| FIDUCIARY FINANCIAL ADVISORS | $91,384 | 2,473 | 0.07% | Shares |
| Harborfront Financial Group LLC | $74,461 | 2,015 | 0.06% | Shares |
| ROYAL BANK OF CANADA | $67,000 | 1,820 | 0.05% | Shares |
| AE Wealth Management LLC | $28,942 | 783 | 0.02% | Shares |
| CoreCap Advisors, LLC | $17,220 | 466 | 0.01% | Shares |
| IFP Advisors, Inc | $8,943 | 242 | 0.01% | Shares |
| ASSETMARK, INC | $5,543 | 150 | 0.00% | Shares |
| Capital Analysts, LLC | $214 | 5,803 | 0.00% | Shares |
| DHJJ Financial Advisors, Ltd. | $37 | 1 | 0.00% | Shares |
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