Who Owns ISHARES TR (ISVL)? -- Institutional Holders (2026-03-31)
32 institutions reported holding $44.3M of ISHARES TR (ISVL) in SEC 13F filings for 2026-03-31. Largest institutional holders: Peregrine Asset Advisers, Inc. ($7.6M), INDEPENDENT FINANCIAL GROUP, LLC ($7.0M), JANE STREET GROUP, LLC ($6.0M), BANK OF AMERICA CORP /DE/ ($4.6M), OSAIC HOLDINGS, INC. ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Peregrine Asset Advisers, Inc. | $7.6M | 156,965 | Trimmed |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $7.0M | 145,438 | Added |
| 3 | JANE STREET GROUP, LLC | $6.0M | 124,877 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $4.6M | 96,356 | Added |
| 5 | OSAIC HOLDINGS, INC. | $3.8M | 79,323 | Added |
| 6 | FLOW TRADERS U.S. LLC | $2.3M | 48,350 | Added |
| 7 | Valued Wealth Advisors LLC | $2.1M | 42,664 | Added |
| 8 | UBS Group AG | $1.4M | 30,000 | Added |
| 9 | Creative Planning | $978,226 | 20,332 | Added |
| 10 | Royal Bank of Canada | $947,000 | 19,680 | New |
| 11 | RAYMOND JAMES FINANCIAL INC | $916,677 | 19,053 | Trimmed |
| 12 | Quantinno Capital Management LP | $816,894 | 16,979 | New |
| 13 | Glass Jacobson Investment Advisors llc | $735,658 | 15,291 | Trimmed |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $735,657 | 15,291 | New |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $734,189 | 15,260 | New |
| 16 | D.B. Root & Company, LLC | $673,568 | 14,000 | Added |
| 17 | CAPTRUST FINANCIAL ADVISORS | $423,956 | 8,812 | Added |
| 18 | CITADEL ADVISORS LLC | $398,319 | 8,279 | New |
| 19 | Aurelius Family Office LLC | $384,511 | 7,992 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $373,090 | 7,755 | Added |
| 21 | Crescent Grove Advisors, LLC | $353,864 | 7,355 | Hold |
| 22 | Lansing Street Advisors | $270,197 | 5,616 | New |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $265,076 | 5,470 | Trimmed |
| 24 | E6 Portfolios, LLC | $241,993 | 5,030 | Added |
| 25 | JPMORGAN CHASE & CO | $75,480 | 1,618 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31