Who Owns BLACKROCK ETF TRUST II (IVVB)? -- Institutional Holders (2026-06-30)
33 institutions reported holding $95.6M of BLACKROCK ETF TRUST II (IVVB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wick Capital Partners, LLC ($39.3M), BlackRock, Inc. ($15.8M), CAPTRUST FINANCIAL ADVISORS ($9.4M), Ashton Thomas Private Wealth, LLC ($6.7M), Planned Solutions, Inc. ($5.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Wick Capital Partners, LLC | $39.3M | 1.1M | Added |
| 2 | BlackRock, Inc. | $15.8M | 455,542 | Added |
| 3 | CAPTRUST FINANCIAL ADVISORS | $9.4M | 270,749 | Trimmed |
| 4 | Ashton Thomas Private Wealth, LLC | $6.7M | 194,019 | Added |
| 5 | Planned Solutions, Inc. | $5.8M | 167,488 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $3.0M | 87,233 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 77,507 | Added |
| 8 | ERn Financial, LLC | $2.5M | 72,456 | Added |
| 9 | Valmark Advisers, Inc. | $1.9M | 54,591 | Added |
| 10 | PFG Investments, LLC | $1.7M | 50,370 | Added |
| 11 | LPL Financial LLC | $1.1M | 31,934 | Added |
| 12 | Csenge Advisory Group | $1.1M | 31,234 | Added |
| 13 | NewEdge Advisors, LLC | $773,078 | 22,324 | Trimmed |
| 14 | Formidable Asset Management, LLC | $756,817 | 23,621 | Trimmed |
| 15 | Cetera Investment Advisers | $615,384 | 17,770 | Trimmed |
| 16 | SAGESPRING WEALTH PARTNERS, LLC | $557,197 | 16,090 | Trimmed |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $512,524 | 14,800 | Hold |
| 18 | Savvy Advisors, Inc. | $343,530 | 9,920 | New |
| 19 | HARBOUR INVESTMENTS, INC. | $228,542 | 6,600 | Added |
| 20 | CITADEL ADVISORS LLC | $215,087 | 6,211 | New |
| 21 | Integrated Advisors Network LLC | $202,240 | 5,840 | New |
| 22 | Clearstead Advisors, LLC | $109,881 | 3,173 | Hold |
| 23 | MORGAN STANLEY | $65,832 | 1,901 | Hold |
| 24 | Operose Advisors LLC | $65,174 | 1,882 | New |
| 25 | Royal Bank of Canada | $43,000 | 1,255 | Added |
Source: SEC Form 13F filings · as of 2026-06-30