IVVW institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding28
Shares held5,290,818
Reported value$235.9m
Quarter flows10 new, 13 added, 2 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SUMITOMO LIFE INSURANCE CO3,030,000$135.1m2.2%
BlackRock, Inc.1,408,036$62.8m0.0%
OSAIC HOLDINGS, INC.135,877$6.1m0.0%
Cetera Investment Advisers133,050$5.9m0.0%
ASSETMARK, INC124,340$5.5m0.0%
JPMORGAN CHASE & CO115,289$5.1m0.0%
OLD MISSION CAPITAL LLC61,785$2.8m0.0%
RAYMOND JAMES FINANCIAL INC57,644$2.6m0.0%
ENVESTNET ASSET MANAGEMENT INC57,493$2.6m0.0%
Retirement Planning Group, LLC51,987$2.3m0.1%
COMMONWEALTH EQUITY SERVICES, LLC26,861$1.2m0.0%
MML INVESTORS SERVICES, LLC17,199$767,0910.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP15,011$669,4910.0%
Insight Wealth Strategies, LLC12,595$561,8790.1%
GARRISON BRADFORD & ASSOCIATES INC10,408$461,3930.5%
BANK OF AMERICA CORP /DE/9,536$425,3060.0%
Summit Financial, LLC5,354$238,7880.0%
Strategic Blueprint, LLC5,025$224,1150.0%
OneDigital Investment Advisors LLC4,579$204,2230.0%
LPL Financial LLC4,513$201,2620.0%
Front Row Advisors LLC2,500$113,0000.0%
Synergy Investment Management, LLC989$44,0950.0%
Rossby Financial, LCC621$27,6970.0%
Meramec Financial Planners, LLC42$1,8560.0%
Continuum Advisory, LLC39$1,7390.0%

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

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