BlackRock ETF Trust II - IVVB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wick Capital Partners, LLC | History | No change | 1,136,138 | 39,344 | 5.94% | 5.94% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 455,542 | 15,775 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 270,749 | 9,376 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 207,838 | 7,355 | 0.15% | 0.14% | 4 | +13,819 | 7.12% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 87,233 | 3,020 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 77,507 | 2,684 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ERn Financial, LLC | History | Added to | 73,042 | 2,585 | 0.42% | 0.42% | 7 | +586 | 0.81% | Q3 2026 | Oct 28, 2026 |
| Valmark Advisers, Inc. | History | No change | 54,591 | 1,890 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Investments, LLC | History | No change | 50,370 | 1,744 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Csenge Advisory Group | History | Added to | 31,911 | 1,129 | 0.04% | 0.04% | 10 | +677 | 2.17% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | No change | 31,934 | 1,105 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 22,430 | 776 | 0.11% | 0.12% | 12 | -1,191 | -5.04% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 22,324 | 773 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | New | 18,647 | 659 | 0.01% | — | 14 | +18,647 | New | Q3 2026 | Oct 15, 2026 |
| Cetera Investment Advisers | History | No change | 17,770 | 615 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,800 | 512 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 12,788 | 452 | 0.01% | 0.01% | 17 | -3,302 | -20.52% | Q3 2026 | Oct 22, 2026 |
| Planned Solutions, Inc. | History | Reduced | 10,275 | 363 | 0.1% | 1.66% | 18 | -157,213 | -93.87% | Q3 2026 | Oct 19, 2026 |
| Savvy Advisors, Inc. | History | No change | 9,920 | 343 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 6,691 | 237 | 0.0% | — | 20 | +6,691 | New | Q3 2026 | Nov 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,600 | 228 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 6,416 | 227 | 0.01% | 0.01% | 22 | +576 | 9.86% | Q3 2026 | Oct 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 6,211 | 215 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 5,682 | 201 | 0.0% | — | 24 | +5,682 | New | Q3 2026 | Nov 02, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,173 | 109 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 1,901 | 65 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Operose Advisors LLC | History | No change | 1,882 | 65 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,255 | 43 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 1,103 | 39 | 0.0% | — | 29 | +1,103 | New | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | Added to | 855 | 30 | 0.0% | 0.0% | 30 | +510 | 147.83% | Q3 2026 | Oct 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 791 | 27 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harborfront Financial Group LLC | History | No change | 715 | 24 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 140 | 4 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 54 | 1 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |