Who Owns ISHARES TR (ISCV)? -- Institutional Holders (2026-03-31)

140 institutions reported holding $342.9M of ISHARES TR (ISCV) in SEC 13F filings for 2026-03-31. Largest institutional holders: EXCHANGE TRADED CONCEPTS, LLC ($65.8M), MORGAN STANLEY ($20.8M), VAUGHAN & Co SECURITIES, INC. ($20.4M), Focus Partners Wealth ($20.0M), Royal Bank of Canada ($16.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1EXCHANGE TRADED CONCEPTS, LLC$65.8M946,217Added
2MORGAN STANLEY$20.8M299,793Trimmed
3VAUGHAN & Co SECURITIES, INC.$20.4M293,423Trimmed
4Focus Partners Wealth$20.0M288,137Added
5Royal Bank of Canada$16.3M234,525Added
6LPL Financial LLC$15.8M226,955Trimmed
7BANK OF AMERICA CORP /DE/$14.0M201,871Added
8Steele Capital Management, Inc.$13.0M187,603Added
9Matrix Trust Co$13.0M187,603Added
10WELLS FARGO & COMPANY/MN$10.3M148,789Added
11ENVESTNET ASSET MANAGEMENT INC$9.3M133,805Added
12UBS Group AG$9.2M132,478Trimmed
13GRANVILLE CAPITAL, INC.$8.3M119,235Added
14RAYMOND JAMES FINANCIAL INC$7.8M111,685Trimmed
15Cetera Investment Advisers$7.1M102,633Added
16MB Generational Wealth, LLC$6.1M88,015Hold
17Advisory Services Network, LLC$4.1M58,356Added
18Aptus Capital Advisors, LLC$4.0M57,300Added
19Ipsen Advisor Group LLC$3.9M55,811Trimmed
20Chicago Partners Investment Group LLC$3.7M50,384Added
21COMMONWEALTH EQUITY SERVICES, LLC$3.6M51,107Trimmed
22Kestra Advisory Services, LLC$3.2M46,233Added
23JPMORGAN CHASE & CO$3.2M46,867Added
24Viewpoint Capital Management LLC$3.2M45,394Hold
25Rodgers & Associates, LTD$2.9M41,835Trimmed

Source: SEC Form 13F filings · as of 2026-03-31