ICVT — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns ICVT? 22 Institutions Hold $41.5M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (ICVT)? 22 institutions reported holding $41.49M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Independence Financial Advisors, LLC ($16.9M), Baron Financial Group, LLC ($5.5M), Elevation Wealth Partners, LLC ($4.9M).

Rank	Institution	Value	Shares	Change
1	Independence Financial Advisors, LLC	$16.9M	149,820	Added
2	Baron Financial Group, LLC	$5.5M	49,089	Trimmed
3	ELEVATION WEALTH PARTNERS, LLC	$4.9M	43,604	Added
4	Central Pacific Bank - Trust Division	$4.7M	41,229	Trimmed
5	Farther Finance Advisors, LLC	$2.0M	17,319	Trimmed
6	Cadent Capital Advisors, LLC	$1.8M	16,001	Added
7	FIG FINANCIAL ADVISORY SERVICES INC /ADV	$1.4M	12,722	Trimmed
8	Aletheian Wealth Advisors LLC	$747,658	6,620	Trimmed
9	CoreCap Advisors, LLC	$740,176	6,554	Trimmed
10	Ridgewood Investments LLC	$640,377	5,670	Trimmed
11	Cassilly Financial Group LLC	$551,273	4,881	Added
12	City Center Advisors, LLC	$350,222	3,101	Added
13	McNaughton Wealth Management, LLC	$289,340	2,562	Added
14	SigFig Wealth Management, LLC	$276,487	2,448	New
15	BOS Asset Management, LLC	$255,459	2,262	Added
16	Overbrook Management Corp	$221,691	1,963	Hold
17	Dorato Capital Management	$135,454	1,202	Trimmed
18	Retirement Wealth Solutions LLC	$20,326	180	Added
19	Planning Strategies Inc.	$19,942	177	Hold
20	GILPIN WEALTH MANAGEMENT, LLC	$452	4	Added
21	First Heartland Consultants, Inc.	$0	0	Exited
22	Bank of New Hampshire	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30