# ISHARES TR (ICVT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ICVT/

- Reporting holders: 20
- Reported value: $41.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $16.9M | 149,820 | 4.2% | 7 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $5.5M | 49,089 | 2.7% | 17 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $4.9M | 43,604 | 1.4% | 15 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $4.7M | 41,229 | 0.5% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 17,319 | 0.0% | 16 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $1.8M | 16,001 | 0.4% | 3 |
| [FIG FINANCIAL ADVISORY SERVICES INC /ADV](https://holderbook.com/funds/753967-fig-financial-advisory-services-inc-adv/) | $1.4M | 12,722 | 0.9% | 8 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $747.7K | 6,620 | 0.3% | 15 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $740.2K | 6,554 | 0.0% | 18 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $640.4K | 5,670 | 0.2% | 22 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $551.3K | 4,881 | 0.4% | 4 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $350.2K | 3,101 | 0.3% | 6 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $289.3K | 2,562 | 0.1% | 7 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $276.5K | 2,448 | 0.0% | 1 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $255.5K | 2,262 | 0.1% | 9 |
| [Overbrook Management Corp](https://holderbook.com/funds/1269786-overbrook-management-corp/) | $221.7K | 1,963 | 0.0% | 2 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $135.5K | 1,202 | 0.1% | 4 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $20.3K | 180 | 0.0% | 8 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $19.9K | 177 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $452 | 4 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $41.5M |
| Q2 2026 | 407 | $2.2B |
| Q1 2026 | 408 | $2.3B |
| Q4 2025 | 387 | $2.0B |
| Q3 2025 | 353 | $1.9B |
| Q2 2025 | 347 | $1.7B |
| Q1 2025 | 356 | $1.7B |
| Q4 2024 | 352 | $1.7B |
| Q3 2024 | 303 | $1.4B |
| Q2 2024 | 303 | $1.2B |
| Q1 2024 | 274 | $1.2B |
| Q4 2023 | 233 | $996.3M |