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

410 institutions reported holding $3.13B of ISHARES TR (IVLU) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($779.5M), FMR LLC ($292.0M), JPMORGAN CHASE & CO ($201.2M), MERCER GLOBAL ADVISORS INC /ADV ($144.1M), LPL Financial LLC ($121.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$779.5M18.6MAdded
2FMR LLC$292.0M7.0MAdded
3JPMORGAN CHASE & CO$201.2M4.8MAdded
4MERCER GLOBAL ADVISORS INC /ADV$144.1M3.4MTrimmed
5LPL Financial LLC$121.7M2.9MAdded
6Savvy Advisors, Inc.$109.3M2.6MAdded
7MORGAN STANLEY$70.2M1.7MAdded
8BANK OF AMERICA CORP /DE/$63.8M1.5MTrimmed
9AMERIPRISE FINANCIAL INC$38.9M930,327Added
10Focus Partners Wealth$38.6M922,290Trimmed
11OSAIC HOLDINGS, INC.$35.9M859,239Added
12HUB Investment Partners, LLC$35.2M840,516Added
13Kathmere Capital Management, LLC$34.9M834,075Added
14Janney Montgomery Scott LLC$33.5M801,125Added
15ENVESTNET ASSET MANAGEMENT INC$32.5M777,057Trimmed
16CAPITAL ADVISORS INC/OK$32.1M768,392Added
17Alliance Wealth Advisors, LLC /UT$29.8M712,335Added
18Armbruster Capital Management, Inc.$28.1M671,710Trimmed
19INVENIO WEALTH PARTNERS LLC$24.4M582,803Added
20VICTORY FINANCIAL GROUP, LLC$23.8M569,773Trimmed
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$23.1M542,683Added
22JANE STREET GROUP, LLC$22.7M543,954Trimmed
23RAYMOND JAMES FINANCIAL INC$22.2M531,449Added
24Royal Bank of Canada$19.7M471,456Added
25Cetera Investment Advisers$19.6M468,820Added

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