IVVM — Ishares Large Cap Moderate Quarterly Laddered ETF Institutional Holders · Q3 2026
Who owns Ishares Large Cap Moderate Quarterly Laddered ETF (IVVM)? 2 institutions reported holding $937,944 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: LifeGoal Investments, LLC ($919,739), CoreCap Advisors, LLC ($18,205).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LifeGoal Investments, LLC | $919,739 | 24,351 | Trimmed |
| 2 | CoreCap Advisors, LLC | $18,205 | 482 | Added |
Source: SEC Form 13F filings · as of 2026-09-30