Who Owns ISHARES TR (IUSV)? -- Institutional Holders (2026-06-30)
851 institutions reported holding $22.32B of ISHARES TR (IUSV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($9.60B), LPL Financial LLC ($1.92B), MORGAN STANLEY ($1.08B), JONES FINANCIAL COMPANIES LLLP ($889.9M), ENVESTNET ASSET MANAGEMENT INC ($834.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $9.60B | 87.1M | Added |
| 2 | LPL Financial LLC | $1.92B | 17.4M | Added |
| 3 | MORGAN STANLEY | $1.08B | 9.8M | Trimmed |
| 4 | JONES FINANCIAL COMPANIES LLLP | $889.9M | 8.1M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $834.5M | 7.6M | Added |
| 6 | SIGNATUREFD, LLC | $536.6M | 4.9M | Added |
| 7 | Kestra Investment Management, LLC | $491.7M | 4.5M | Added |
| 8 | Blue Trust, Inc. | $466.6M | 4.2M | Trimmed |
| 9 | ASPIRIANT, LLC | $406.0M | 3.7M | Added |
| 10 | Merit Financial Group, LLC | $327.9M | 3.0M | Added |
| 11 | JPMORGAN CHASE & CO | $211.3M | 1.9M | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $182.4M | 1.7M | Added |
| 13 | PNC Financial Services Group, Inc. | $176.4M | 1.6M | Added |
| 14 | Royal Bank of Canada | $173.6M | 1.6M | Added |
| 15 | UBS Group AG | $169.7M | 1.5M | Trimmed |
| 16 | BENJAMIN EDWARDS INC | $153.4M | 1.4M | Added |
| 17 | Modera Wealth Management, LLC | $131.4M | 1.2M | Added |
| 18 | BLAIR WILLIAM & CO/IL | $131.0M | 1.2M | Added |
| 19 | Foster Group, Inc. | $124.7M | 1.1M | Added |
| 20 | NATIXIS ADVISORS, LLC | $124.6M | 1.1M | Added |
| 21 | Corient Private Wealth LLC | $96.3M | 874,489 | Added |
| 22 | Auto-Owners Insurance Co | $95.2M | 864,000 | Trimmed |
| 23 | WELLS FARGO & COMPANY/MN | $93.8M | 851,253 | Trimmed |
| 24 | CANANDAIGUA NATIONAL BANK & TRUST CO | $89.1M | 808,560 | Trimmed |
| 25 | Cetera Investment Advisers | $83.2M | 755,194 | Added |
Source: SEC Form 13F filings · as of 2026-06-30