8 institutions reported holding $12.1M of ISHARES TR (ISVL) in SEC 13F filings for 2026-06-30. Largest institutional holders: INDEPENDENT FINANCIAL GROUP, LLC ($7.6M), Valued Wealth Advisors LLC ($2.2M), Glass Jacobson Investment Advisors llc ($751,744), Aurelius Family Office LLC ($682,444), COMMONWEALTH EQUITY SERVICES, LLC ($358,130). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $7.6M | 151,692 | Added |
| 2 | Valued Wealth Advisors LLC | $2.2M | 42,745 | Added |
| 3 | Glass Jacobson Investment Advisors llc | $751,744 | 14,930 | Trimmed |
| 4 | Aurelius Family Office LLC | $682,444 | 13,554 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $358,130 | 7,113 | Trimmed |
| 6 | Lansing Street Advisors | $287,396 | 5,708 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $264,653 | 5,169 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $13,393 | 266 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30