917 institutions reported holding $10.18B of ISHARES TR (IWV) in SEC 13F filings for 2026-03-31. Largest institutional holders: SCS Capital Management LLC ($691.6M), BlackRock, Inc. ($667.2M), GOLDMAN SACHS GROUP INC ($630.8M), MORGAN STANLEY ($488.5M), NORTHERN TRUST CORP ($370.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SCS Capital Management LLC | $691.6M | 1.9M | Trimmed |
| 2 | BlackRock, Inc. | $667.2M | 1.8M | Added |
| 3 | GOLDMAN SACHS GROUP INC | $630.8M | 1.7M | Added |
| 4 | MORGAN STANLEY | $488.5M | 1.3M | Added |
| 5 | NORTHERN TRUST CORP | $370.3M | 998,905 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $342.3M | 923,534 | Added |
| 7 | American Family Investments, Inc. | $312.8M | 843,738 | Added |
| 8 | Pitcairn Wealth Advisors LLC | $196.3M | 507,490 | Trimmed |
| 9 | UNC Management Company, Inc. | $195.7M | 527,834 | Added |
| 10 | JPMORGAN CHASE & CO | $171.2M | 475,713 | Added |
| 11 | LPL Financial LLC | $169.5M | 457,350 | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $148.0M | 398,978 | Trimmed |
| 13 | FMR LLC | $143.8M | 387,948 | Trimmed |
| 14 | Focus Partners Wealth | $133.6M | 360,403 | Trimmed |
| 15 | Evensky & Katz LLC | $126.3M | 340,805 | Trimmed |
| 16 | Bank of New York Mellon Corp | $125.5M | 338,628 | Trimmed |
| 17 | PNC Financial Services Group, Inc. | $124.5M | 335,776 | Trimmed |
| 18 | HighTower Advisors, LLC | $118.0M | 318,216 | Added |
| 19 | UBS Group AG | $109.8M | 296,201 | Trimmed |
| 20 | TLWM | $109.1M | 294,238 | Added |
| 21 | Gotham Asset Management, LLC | $107.0M | 288,620 | New |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | $102.2M | 275,736 | Added |
| 23 | Lido Advisors, LLC | $101.9M | 274,951 | Trimmed |
| 24 | WELLS FARGO & COMPANY/MN | $93.5M | 252,360 | Trimmed |
| 25 | SENTINEL TRUST CO LBA | $90.0M | 242,928 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31