Who Owns ISHARES TR (IVVW)? -- Institutional Holders (2026-06-30)
29 institutions reported holding $235.9M of ISHARES TR (IVVW) in SEC 13F filings for 2026-06-30. Largest institutional holders: SUMITOMO LIFE INSURANCE CO ($135.1M), BlackRock, Inc. ($62.8M), OSAIC HOLDINGS, INC. ($6.1M), Cetera Investment Advisers ($5.9M), ASSETMARK, INC ($5.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SUMITOMO LIFE INSURANCE CO | $135.1M | 3.0M | Hold |
| 2 | BlackRock, Inc. | $62.8M | 1.4M | Added |
| 3 | OSAIC HOLDINGS, INC. | $6.1M | 135,877 | Added |
| 4 | Cetera Investment Advisers | $5.9M | 133,050 | Added |
| 5 | ASSETMARK, INC | $5.5M | 124,340 | Added |
| 6 | JPMORGAN CHASE & CO | $5.1M | 115,289 | Added |
| 7 | OLD MISSION CAPITAL LLC | $2.8M | 61,785 | New |
| 8 | RAYMOND JAMES FINANCIAL INC | $2.6M | 57,644 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 57,493 | Added |
| 10 | Retirement Planning Group, LLC | $2.3M | 51,987 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 26,861 | Trimmed |
| 12 | MML INVESTORS SERVICES, LLC | $767,091 | 17,199 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $669,491 | 15,011 | Added |
| 14 | Insight Wealth Strategies, LLC | $561,879 | 12,595 | Trimmed |
| 15 | GARRISON BRADFORD & ASSOCIATES INC | $461,393 | 10,408 | Added |
| 16 | BANK OF AMERICA CORP /DE/ | $425,306 | 9,536 | New |
| 17 | Summit Financial, LLC | $238,788 | 5,354 | Hold |
| 18 | Strategic Blueprint, LLC | $224,115 | 5,025 | New |
| 19 | OneDigital Investment Advisors LLC | $204,223 | 4,579 | New |
| 20 | LPL Financial LLC | $201,262 | 4,513 | New |
| 21 | Front Row Advisors LLC | $113,000 | 2,500 | New |
| 22 | Synergy Investment Management, LLC | $44,095 | 989 | Added |
| 23 | Rossby Financial, LCC | $27,697 | 621 | Added |
| 24 | Meramec Financial Planners, LLC | $1,856 | 42 | New |
| 25 | Continuum Advisory, LLC | $1,739 | 39 | New |
Source: SEC Form 13F filings · as of 2026-06-30