Who Owns ISHARES TR (IVVW)? -- Institutional Holders (2026-03-31)
23 institutions reported holding $185.9M of ISHARES TR (IVVW) in SEC 13F filings for 2026-03-31. Largest institutional holders: SUMITOMO LIFE INSURANCE CO ($132.3M), BlackRock, Inc. ($26.3M), Cetera Investment Advisers ($5.1M), JPMORGAN CHASE & CO ($4.4M), OSAIC HOLDINGS, INC. ($4.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SUMITOMO LIFE INSURANCE CO | $132.3M | 3.0M | Hold |
| 2 | BlackRock, Inc. | $26.3M | 601,530 | Added |
| 3 | Cetera Investment Advisers | $5.1M | 116,679 | Added |
| 4 | JPMORGAN CHASE & CO | $4.4M | 103,904 | New |
| 5 | OSAIC HOLDINGS, INC. | $4.3M | 99,497 | Trimmed |
| 6 | ASSETMARK, INC | $4.0M | 92,341 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 45,616 | Added |
| 8 | Retirement Planning Group, LLC | $1.8M | 40,819 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 39,864 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.3M | 28,654 | Added |
| 11 | MML INVESTORS SERVICES, LLC | $572,799 | 13,120 | New |
| 12 | Insight Wealth Strategies, LLC | $554,218 | 12,694 | Trimmed |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $484,015 | 11,086 | New |
| 14 | GARRISON BRADFORD & ASSOCIATES INC | $416,735 | 9,545 | New |
| 15 | JANE STREET GROUP, LLC | $343,779 | 7,874 | Trimmed |
| 16 | Summit Financial, LLC | $233,756 | 5,354 | New |
| 17 | Synergy Investment Management, LLC | $27,462 | 629 | New |
| 18 | Rossby Financial, LCC | $20,028 | 456 | New |
| 19 | Sunbelt Securities, Inc. | $5,555 | 127 | Trimmed |
| 20 | CoreCap Advisors, LLC | $262 | 6 | Hold |
| 21 | Janney Montgomery Scott LLC | $0 | 0 | Exited |
| 22 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 23 | Smartleaf Asset Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31