Who Owns ISHARES TR (ISVL)? -- Institutional Holders (2026-06-30)
32 institutions reported holding $246.3M of ISHARES TR (ISVL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($201.6M), INDEPENDENT FINANCIAL GROUP, LLC ($7.6M), Peregrine Asset Advisers, Inc. ($7.6M), BANK OF AMERICA CORP /DE/ ($5.1M), OSAIC HOLDINGS, INC. ($4.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Focus Partners Wealth | $201.6M | 4.0M | New |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $7.6M | 151,692 | Added |
| 3 | Peregrine Asset Advisers, Inc. | $7.6M | 150,124 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $5.1M | 100,885 | Added |
| 5 | OSAIC HOLDINGS, INC. | $4.0M | 79,161 | Trimmed |
| 6 | JANE STREET GROUP, LLC | $3.6M | 71,452 | Trimmed |
| 7 | FLOW TRADERS U.S. LLC | $3.5M | 69,315 | Added |
| 8 | Valued Wealth Advisors LLC | $2.2M | 42,745 | Added |
| 9 | NewEdge Advisors, LLC | $1.6M | 32,147 | Trimmed |
| 10 | Quantinno Capital Management LP | $1.4M | 28,398 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.1M | 21,064 | Added |
| 12 | Creative Planning | $1.0M | 20,332 | Hold |
| 13 | Royal Bank of Canada | $983,000 | 19,520 | Trimmed |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $751,744 | 14,930 | Trimmed |
| 15 | Glass Jacobson Investment Advisors llc | $751,744 | 14,930 | Trimmed |
| 16 | D.B. Root & Company, LLC | $695,686 | 13,817 | Trimmed |
| 17 | Aurelius Family Office LLC | $682,444 | 13,554 | Added |
| 18 | CAPTRUST FINANCIAL ADVISORS | $555,387 | 11,031 | Added |
| 19 | Crescent Grove Advisors, LLC | $370,324 | 7,355 | Hold |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $358,130 | 7,113 | Trimmed |
| 21 | Lansing Street Advisors | $287,396 | 5,708 | Added |
| 22 | E6 Portfolios, LLC | $267,951 | 5,322 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $264,653 | 5,169 | Trimmed |
| 24 | JPMORGAN CHASE & CO | $26,720 | 531 | Trimmed |
| 25 | Ancora Advisors LLC | $25,175 | 500 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30