943 institutions reported holding $11.66B of ISHARES TR (IWV) in SEC 13F filings for 2026-06-30. Largest institutional holders: GOLDMAN SACHS GROUP INC ($835.8M), SCS Capital Management LLC ($792.5M), American Family Investments, Inc. ($693.9M), MORGAN STANLEY ($492.6M), BlackRock, Inc. ($428.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | $835.8M | 2.0M | Added |
| 2 | SCS Capital Management LLC | $792.5M | 1.9M | Trimmed |
| 3 | American Family Investments, Inc. | $693.9M | 1.6M | Added |
| 4 | MORGAN STANLEY | $492.6M | 1.2M | Trimmed |
| 5 | BlackRock, Inc. | $428.3M | 1.0M | Trimmed |
| 6 | NORTHERN TRUST CORP | $423.6M | 993,509 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $290.0M | 680,045 | Trimmed |
| 8 | UNC Management Company, Inc. | $225.6M | 529,017 | Added |
| 9 | Pitcairn Wealth Advisors LLC | $214.6M | 503,370 | Trimmed |
| 10 | JPMORGAN CHASE & CO | $203.1M | 479,995 | Added |
| 11 | LPL Financial LLC | $198.5M | 465,469 | Added |
| 12 | Focus Partners Wealth | $187.7M | 440,213 | Added |
| 13 | AMERIPRISE FINANCIAL INC | $173.0M | 405,547 | Added |
| 14 | PNC Financial Services Group, Inc. | $148.7M | 348,820 | Added |
| 15 | Evensky & Katz LLC | $143.5M | 336,531 | Trimmed |
| 16 | Bank of New York Mellon Corp | $141.4M | 331,519 | Trimmed |
| 17 | HighTower Advisors, LLC | $136.2M | 319,386 | Added |
| 18 | FMR LLC | $128.7M | 301,846 | Trimmed |
| 19 | UBS Group AG | $126.2M | 295,890 | Trimmed |
| 20 | TLWM | $124.9M | 292,816 | Trimmed |
| 21 | Gotham Asset Management, LLC | $124.7M | 292,440 | Added |
| 22 | Lido Advisors, LLC | $114.7M | 268,919 | Trimmed |
| 23 | SENTINEL TRUST CO LBA | $107.0M | 250,902 | Added |
| 24 | WELLS FARGO & COMPANY/MN | $104.2M | 244,347 | Trimmed |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | $103.3M | 242,291 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30