IVVB — ISHARES LARGE CAP DEEP QUARTER
As of Q2 2026, 4 SEC-registered investment managers reported holding IVVB (ISHARES LARGE CAP DEEP QUARTER) in their latest 13F filings, with a combined reported value of $16.06M across 463.71K shares. That is +1.5% by share count (+6.81K shares) versus the previous quarter, while reported value moved +9.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 455.54K | $15.78M | 0.00% | Hold |
| Citadel Advisors history | Q2 2026 | 6.21K | $215.09K | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 1.90K | $65.83K | 0.00% | Hold |
| Bank of America Corp history | Q4 2025 | 1.58K | $52.12K | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2026 | 54 | $1.86K | 0.00% | New |
| UBS Group AG history | Q3 2025 | 12 | $393 | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 6.21K sh · $215.09K
- JPMorgan Chase & Co 54 sh · $1.86K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q4 2023 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | 950.00K | 950.00K | 950.00K | 590.00K | 470.00K | 455.00K | 455.00K | 455.54K |
| Citadel Advisors | 12.23K | — | — | — | — | — | — | — | 6.21K |
| Morgan Stanley | — | — | — | — | — | — | 1.90K | 1.90K | 1.90K |
| JPMorgan Chase & Co | — | — | — | 1.60K | 54 | 54 | 54 | — | 54 |
| Bank of America Corp | — | — | — | — | — | — | 1.58K | — | — |
| UBS Group AG | 807 | — | — | 22 | — | 12 | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details