Who Owns ISHARES TR (IUSV)? -- Institutional Holders (2026-03-31)
837 institutions reported holding $20.05B of ISHARES TR (IUSV) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($8.53B), LPL Financial LLC ($1.76B), MORGAN STANLEY ($1.01B), JONES FINANCIAL COMPANIES LLLP ($768.3M), ENVESTNET ASSET MANAGEMENT INC ($732.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $8.53B | 83.4M | Trimmed |
| 2 | LPL Financial LLC | $1.76B | 17.2M | Added |
| 3 | MORGAN STANLEY | $1.01B | 9.9M | Added |
| 4 | JONES FINANCIAL COMPANIES LLLP | $768.3M | 7.7M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $732.6M | 7.2M | Added |
| 6 | SIGNATUREFD, LLC | $474.7M | 4.6M | Added |
| 7 | Blue Trust, Inc. | $437.2M | 4.3M | Trimmed |
| 8 | Kestra Investment Management, LLC | $398.1M | 3.9M | Added |
| 9 | ASPIRIANT, LLC | $376.6M | 3.7M | Added |
| 10 | Merit Financial Group, LLC | $285.2M | 2.8M | Added |
| 11 | JPMORGAN CHASE & CO | $208.9M | 2.1M | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $167.7M | 1.6M | Trimmed |
| 13 | UBS Group AG | $163.5M | 1.6M | Trimmed |
| 14 | Royal Bank of Canada | $154.2M | 1.5M | Added |
| 15 | PNC Financial Services Group, Inc. | $147.0M | 1.4M | Added |
| 16 | Auto-Owners Insurance Co | $138.6M | 1.4M | Hold |
| 17 | BENJAMIN EDWARDS INC | $134.3M | 1.3M | Added |
| 18 | Modera Wealth Management, LLC | $121.4M | 1.2M | Trimmed |
| 19 | WELLS FARGO & COMPANY/MN | $121.1M | 1.2M | Added |
| 20 | BLAIR WILLIAM & CO/IL | $119.2M | 1.2M | Added |
| 21 | Foster Group, Inc. | $113.7M | 1.1M | Added |
| 22 | NATIXIS ADVISORS, LLC | $104.8M | 1.0M | Added |
| 23 | Corient Private Wealth LLC | $83.3M | 818,409 | Trimmed |
| 24 | CANANDAIGUA NATIONAL CORP | $82.9M | 810,696 | New |
| 25 | Venturi Wealth Management, LLC | $81.0M | 791,991 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31