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

137 institutions reported holding $390.2M of ISHARES TR (ISCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: EXCHANGE TRADED CONCEPTS, LLC ($86.6M), VAUGHAN & Co SECURITIES, INC. ($22.8M), MORGAN STANLEY ($22.6M), Focus Partners Wealth ($21.9M), Royal Bank of Canada ($16.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1EXCHANGE TRADED CONCEPTS, LLC$86.6M1.1MAdded
2VAUGHAN & Co SECURITIES, INC.$22.8M290,935Trimmed
3MORGAN STANLEY$22.6M289,008Trimmed
4Focus Partners Wealth$21.9M279,159Trimmed
5Royal Bank of Canada$16.5M211,190Trimmed
6BANK OF AMERICA CORP /DE/$15.3M195,089Trimmed
7LPL Financial LLC$14.9M189,995Trimmed
8Steele Capital Management, Inc.$14.8M189,142Added
9Matrix Trust Co$14.8M189,142Added
10UBS Group AG$10.7M137,101Added
11ENVESTNET ASSET MANAGEMENT INC$10.4M132,339Trimmed
12GRANVILLE CAPITAL, INC.$9.6M122,866Added
13RAYMOND JAMES FINANCIAL INC$8.6M109,773Trimmed
14Cetera Investment Advisers$8.0M102,383Trimmed
15MB Generational Wealth, LLC$6.8M86,870Trimmed
16WELLS FARGO & COMPANY/MN$6.6M84,708Trimmed
17Advisory Services Network, LLC$4.8M61,248Added
18Aptus Capital Advisors, LLC$4.7M60,183Added
19Ipsen Advisor Group LLC$4.4M55,971Added
20COMMONWEALTH EQUITY SERVICES, LLC$4.0M51,648Added
21Chicago Partners Investment Group LLC$3.9M49,964Trimmed
22SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.8M48,303New
23Kestra Advisory Services, LLC$3.6M46,552Added
24JPMORGAN CHASE & CO$3.6M45,893Trimmed
25Rodgers & Associates, LTD$3.2M40,697Trimmed

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