Who Owns ISHARES TR (EFV)? -- Institutional Holders (2026-06-30)

1,338 institutions reported holding $20.94B of ISHARES TR (EFV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($2.47B), FMR LLC ($1.33B), US BANCORP \DE\ ($1.08B), LPL Financial LLC ($1.03B), JPMORGAN CHASE & CO ($828.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$2.47B32.3MTrimmed
2FMR LLC$1.33B17.4MAdded
3US BANCORP \DE\$1.08B14.1MAdded
4LPL Financial LLC$1.03B13.5MTrimmed
5JPMORGAN CHASE & CO$828.0M10.8MTrimmed
6BANK OF AMERICA CORP /DE/$732.7M9.6MTrimmed
7MORGAN STANLEY$706.9M9.2MTrimmed
8JONES FINANCIAL COMPANIES LLLP$574.2M7.5MAdded
9Dynasty Wealth Management, LLC$359.7M4.7MAdded
10AMERIPRISE FINANCIAL INC$347.3M4.5MTrimmed
11ALLIANCEBERNSTEIN L.P.$312.3M4.2MAdded
12Auto-Owners Insurance Co$303.4M4.0MTrimmed
13PARK AVENUE SECURITIES LLC$265.1M3.5MTrimmed
14UBS Group AG$234.4M3.1MTrimmed
15RiverFront Investment Group, LLC$227.3M3.0MAdded
16PNC Financial Services Group, Inc.$221.4M2.9MTrimmed
17Baird Financial Group, Inc.$204.4M2.7MTrimmed
18MML INVESTORS SERVICES, LLC$200.2M2.6MTrimmed
19Royal Bank of Canada$185.2M2.4MTrimmed
20Hamilton Capital, LLC$181.5M2.4MTrimmed
21CITADEL ADVISORS LLC$169.0M2.2MAdded
22WELLS FARGO & COMPANY/MN$168.0M2.2MTrimmed
23SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$167.1M2.2MAdded
24OpenArc Corporate Advisory, LLC$166.6M2.2MAdded
25TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$166.3M2.2MTrimmed

Source: SEC Form 13F filings · as of 2026-06-30