Ticker: IVVM CUSIP: 092528702 Class: ISHARES LARG CAP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BlackRock, Inc. | 1,064,500 | $37,034 |
| ENVESTNET ASSET MANAGEMENT INC | 770,145 | $26,793 |
| CAPTRUST FINANCIAL ADVISORS | 268,303 | $9,334 |
| RAYMOND JAMES FINANCIAL INC | 190,603 | $6,631 |
| CRA Financial Services, LLC | 161,434 | $5,616 |
| Vavra Capital Management, LLC | 98,918 | $3,441 |
| COMPASS CAPITAL CORP /MA/ /ADV | 47,383 | $1,665 |
| Envestnet Portfolio Solutions, Inc. | 47,244 | $1,644 |
| BIP Wealth, LLC | 30,320 | $1,055 |
| OSAIC HOLDINGS, INC. | 30,279 | $1,053 |
| Cetera Investment Advisers | 25,410 | $884 |
| LifeGoal Investments, LLC | 25,364 | $882 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,028 | $801 |
| NewEdge Advisors, LLC | 19,034 | $662 |
| HighTower Advisors, LLC | 12,117 | $422 |
| Shade Tree Advisors LLC | 10,191 | $355 |
| LPL Financial LLC | 9,284 | $323 |
| Chatterton & Associates Inc. | 8,042 | $280 |
| ASSETMARK, INC | 3,587 | $125 |
| Clearstead Advisors, LLC | 3,039 | $106 |
| AE Wealth Management LLC | 773 | $27 |
| CoreCap Advisors, LLC | 492 | $17 |
| IFP Advisors, Inc | 217 | $8 |
| DHJJ Financial Advisors, Ltd. | 1 | $0 |
| Total (24 institutions) | 2,849,708 | $99,158 |