Who Owns ISHARES TR (IVLU)? -- Institutional Holders (2026-06-30)

204 institutions reported holding $810.7M of ISHARES TR (IVLU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Savvy Advisors, Inc. ($109.3M), HUB Investment Partners, LLC ($35.2M), Kathmere Capital Management, LLC ($34.9M), ENVESTNET ASSET MANAGEMENT INC ($32.5M), CAPITAL ADVISORS INC/OK ($32.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Savvy Advisors, Inc.$109.3M2.6MAdded
2HUB Investment Partners, LLC$35.2M840,516Added
3Kathmere Capital Management, LLC$34.9M834,075Added
4ENVESTNET ASSET MANAGEMENT INC$32.5M777,057Trimmed
5CAPITAL ADVISORS INC/OK$32.1M768,392Added
6Alliance Wealth Advisors, LLC /UT$29.8M712,335Added
7Armbruster Capital Management, Inc.$28.1M671,710Trimmed
8INVENIO WEALTH PARTNERS LLC$24.4M582,803Added
9VICTORY FINANCIAL GROUP, LLC$23.8M569,773Trimmed
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$23.1M542,683Added
11PARK AVENUE SECURITIES LLC$18.9M451,343Added
12Erste Asset Management GmbH$18.2M437,100Added
13High Probability Advisors, LLC$15.9M380,882Added
14Ackerman Capital Advisors, LLC$15.9M379,084Trimmed
15Meridian Financial Partners LLC$15.6M368,005Added
16Cambridge Investment Research Advisors, Inc.$15.4M368,250Trimmed
17Foster Group, Inc.$15.3M366,991Added
18Private Advisor Group, LLC$14.2M340,451Added
19KWB Wealth$14.1M336,260Trimmed
20Plancorp, LLC$13.3M316,704Trimmed
21Ashton Thomas Private Wealth, LLC$13.3M317,809Added
22Heck Capital Advisors, LLC$12.9M309,474Trimmed
23TITLEIST ASSET MANAGEMENT, LLC$12.9M307,919Added
24Pioneer Family Office, LLC$12.5M297,820Trimmed
25COMMONWEALTH EQUITY SERVICES, LLC$12.5M297,764Added

Source: SEC Form 13F filings · as of 2026-06-30