ISVL institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding28
Shares held4,891,677
Reported value$246.3m
Quarter flows2 new, 10 added, 11 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Focus Partners Wealth4,004,109$201.6m0.2%
INDEPENDENT FINANCIAL GROUP, LLC151,692$7.6m0.1%
Peregrine Asset Advisers, Inc.150,124$7.6m1.6%
BANK OF AMERICA CORP /DE/100,885$5.1m0.0%
OSAIC HOLDINGS, INC.79,161$4.0m0.0%
JANE STREET GROUP, LLC71,452$3.6m0.0%
FLOW TRADERS U.S. LLC69,315$3.5m0.1%
Valued Wealth Advisors LLC42,745$2.2m0.8%
NewEdge Advisors, LLC32,147$1.6m0.0%
Quantinno Capital Management LP28,398$1.4m0.0%
RAYMOND JAMES FINANCIAL INC21,064$1.1m0.0%
Creative Planning20,332$1.0m0.0%
ROYAL BANK OF CANADA19,520$983,0000.0%
Glass Jacobson Investment Advisors llc14,930$751,7440.2%
MERCER GLOBAL ADVISORS INC /ADV14,930$751,7440.0%
D.B. Root & Company, LLC13,817$695,6860.1%
Aurelius Family Office LLC13,554$682,4440.3%
CAPTRUST FINANCIAL ADVISORS11,031$555,3870.0%
Crescent Grove Advisors, LLC7,355$370,3240.0%
COMMONWEALTH EQUITY SERVICES, LLC7,113$358,1300.0%
Lansing Street Advisors5,708$287,3960.1%
E6 Portfolios, LLC5,322$267,9510.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC5,169$264,6530.0%
JPMORGAN CHASE & CO531$26,7200.0%
Ancora Advisors LLC500$25,1750.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ISVL"). ISVL price history · All 13F data

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