IVV — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IVV? 247 Institutions Hold $6.2B (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IVV)? 247 institutions reported holding $6.20B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($725.5M), Avidian Wealth Enterprises, LLC ($532.2M), Bank of Finland ($291.4M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$725.5M	947,354	Added
2	Avidian Wealth Enterprises, LLC	$532.2M	694,958	Trimmed
3	Bank of Finland	$291.4M	380,526	Trimmed
4	Legacy Private Trust Co.	$247.9M	323,682	Trimmed
5	ARMSTRONG ADVISORY GROUP, INC	$244.6M	319,321	Added
6	Valeo Financial Advisors, LLC	$194.2M	337,847	Added
7	Leverty Financial Group, LLC	$191.7M	250,359	Trimmed
8	EASTERN BANK	$178.6M	233,220	Added
9	Bangor Savings Bank	$170.7M	222,871	Trimmed
10	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$169.8M	221,720	Added
11	Stairway Partners, LLC	$162.4M	212,083	Added
12	Wealth Group Ltd	$118.7M	153,570	Trimmed
13	RTD Financial Advisors, Inc.	$117.2M	153,036	Added
14	HWG Holdings LP	$97.5M	127,281	Added
15	Central Pacific Bank - Trust Division	$88.5M	115,550	Trimmed
16	WALLER FINANCIAL PLANNING GROUP, INC	$86.5M	112,983	Added
17	Roth Financial Partners LLC	$78.4M	102,393	Trimmed
18	COLTON GROOME FINANCIAL ADVISORS, LLC	$77.9M	101,747	Added
19	FIRST FINANCIAL BANK - TRUST DIVISION	$75.6M	98,759	Added
20	SigFig Wealth Management, LLC	$73.5M	96,036	Added
21	KFA Private Wealth Group, LLC	$70.8M	92,473	Trimmed
22	FINANCIAL MANAGEMENT NETWORK INC	$70.4M	91,104	Trimmed
23	MKD WEALTH COACHES, LLC	$67.9M	88,628	Added
24	GoalFusion Wealth Management, LLC	$64.1M	83,672	Added
25	Apeiron RIA LLC	$62.5M	81,443	Added

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