Who Owns ISHARES TR (ICVT)? -- Institutional Holders (2026-03-31)
446 institutions reported holding $1.89B of ISHARES TR (ICVT) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($240.4M), ENVESTNET ASSET MANAGEMENT INC ($104.1M), LPL Financial LLC ($94.2M), 1832 Asset Management L.P. ($87.3M), JANE STREET GROUP, LLC ($86.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $240.4M | 2.4M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $104.1M | 1.0M | Trimmed |
| 3 | LPL Financial LLC | $94.2M | 925,628 | Trimmed |
| 4 | 1832 Asset Management L.P. | $87.3M | 857,160 | Added |
| 5 | JANE STREET GROUP, LLC | $86.6M | 850,780 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $69.2M | 679,465 | Trimmed |
| 7 | AMG National Trust Bank | $57.5M | 565,061 | Added |
| 8 | GREENLEAF TRUST | $45.6M | 448,320 | Trimmed |
| 9 | Ocean Park Asset Management, LLC | $42.8M | 420,200 | New |
| 10 | Advisory Alpha, LLC | $42.3M | 415,222 | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $35.5M | 346,875 | Trimmed |
| 12 | Baker Avenue Asset Management, LP | $34.2M | 336,416 | Added |
| 13 | MORGAN STANLEY | $34.0M | 334,070 | Trimmed |
| 14 | Prestige Wealth Management Group LLC | $30.3M | 297,589 | Added |
| 15 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $30.2M | 296,371 | Added |
| 16 | JPMORGAN CHASE & CO | $26.5M | 267,439 | Added |
| 17 | BlackRock, Inc. | $25.5M | 250,651 | Trimmed |
| 18 | MML INVESTORS SERVICES, LLC | $23.2M | 227,482 | Trimmed |
| 19 | Tradewinds Capital Management, LLC | $21.3M | 209,661 | Added |
| 20 | ALLIANCEBERNSTEIN L.P. | $20.7M | 210,452 | Trimmed |
| 21 | Cornerstone Planning Group LLC | $20.7M | 178,460 | Added |
| 22 | Certified Advisory Corp | $18.3M | 179,873 | Added |
| 23 | ASSETMARK, INC | $17.3M | 170,440 | Trimmed |
| 24 | CWM, LLC | $16.7M | 164,247 | Trimmed |
| 25 | BlueStem Wealth Partners, LLC | $16.4M | 161,206 | Added |
Source: SEC Form 13F filings · as of 2026-03-31