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

2,194 institutions reported holding $55.12B of ISHARES TR (IVW) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($6.78B), JPMORGAN CHASE & CO ($5.35B), MORGAN STANLEY ($4.76B), LPL Financial LLC ($2.97B), BANK OF AMERICA CORP /DE/ ($2.86B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$6.78B49.3MTrimmed
2JPMORGAN CHASE & CO$5.35B39.5MTrimmed
3MORGAN STANLEY$4.76B34.6MAdded
4LPL Financial LLC$2.97B21.6MAdded
5BANK OF AMERICA CORP /DE/$2.86B20.8MAdded
6WELLS FARGO & COMPANY/MN$2.12B15.4MAdded
7UBS Group AG$1.13B8.2MTrimmed
8STIFEL FINANCIAL CORP$1.12B8.2MAdded
9AMERIPRISE FINANCIAL INC$1.10B8.0MTrimmed
10PNC Financial Services Group, Inc.$720.1M5.2MTrimmed
11Cetera Investment Advisers$658.7M4.8MAdded
12BlackRock, Inc.$601.4M4.4MTrimmed
13RAYMOND JAMES FINANCIAL INC$586.3M4.3MAdded
14GOLDMAN SACHS GROUP INC$581.1M4.2MTrimmed
15MML INVESTORS SERVICES, LLC$547.8M4.0MAdded
16PARK AVENUE SECURITIES LLC$532.1M3.9MAdded
17M&T Bank Corp$530.3M3.9MTrimmed
18Lido Advisors, LLC$500.2M3.6MTrimmed
19Royal Bank of Canada$495.4M3.6MAdded
20Envestnet Portfolio Solutions, Inc.$491.0M3.6MTrimmed
21Mariner, LLC$449.7M3.3MTrimmed
22COMMONWEALTH EQUITY SERVICES, LLC$424.3M3.1MAdded
23JONES FINANCIAL COMPANIES LLLP$423.8M3.2MAdded
24REGIONS FINANCIAL CORP$359.9M2.6MTrimmed
25Janney Montgomery Scott LLC$332.0M2.4MTrimmed

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