10 institutions reported holding $4.3M of ISHARES TR (ESMV) in SEC 13F filings for 2026-03-31. Largest institutional holders: BlackRock, Inc. ($2.5M), Beacon Pointe Advisors, LLC ($726,523), Tower Research Capital LLC (TRC) ($545,717), CITADEL ADVISORS LLC ($353,156), Redwood Park Advisors LLC ($98,949). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.5M | 90,000 | Hold |
| 2 | Beacon Pointe Advisors, LLC | $726,523 | 25,773 | New |
| 3 | Tower Research Capital LLC (TRC) | $545,717 | 19,359 | Added |
| 4 | CITADEL ADVISORS LLC | $353,156 | 12,528 | Added |
| 5 | Redwood Park Advisors LLC | $98,949 | 3,510 | Added |
| 6 | CWM, LLC | $10,205 | 362 | Trimmed |
| 7 | JPMORGAN CHASE & CO | $3,625 | 130 | Hold |
| 8 | Ascent Group, LLC | $0 | 0 | Exited |
| 9 | Virtue Capital Management, LLC | $0 | 0 | Exited |
| 10 | Portfolio Design Labs, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31