Who Owns ISHARES RUSSELL 1000 VALUE ETF (NZAC)? -- Institutional Holders (2026-06-30)

46 institutions reported holding $88.3M of ISHARES RUSSELL 1000 VALUE ETF (NZAC) in SEC 13F filings for 2026-06-30. Largest institutional holders: STATE STREET CORP ($44.9M), PNC Financial Services Group, Inc. ($9.8M), Betterment LLC ($6.5M), MORGAN STANLEY ($3.2M), LPL Financial LLC ($3.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1STATE STREET CORP$44.9M977,300Trimmed
2PNC Financial Services Group, Inc.$9.8M212,586Added
3Betterment LLC$6.5M140,728Added
4MORGAN STANLEY$3.2M70,306Added
5LPL Financial LLC$3.2M70,162Added
6BANK OF AMERICA CORP /DE/$3.1M67,875Added
7ENVESTNET ASSET MANAGEMENT INC$2.8M62,003Added
8RAYMOND JAMES FINANCIAL INC$1.7M37,800Added
9SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M33,540Trimmed
10TRUIST FINANCIAL CORP$1.5M31,873Trimmed
11FLOW TRADERS U.S. LLC$946,00020,610New
12Royal Bank of Canada$865,00018,842Added
13UBS Group AG$862,40318,783Added
14Invera Wealth Advisors, LLC$803,40017,498Added
15JONES FINANCIAL COMPANIES LLLP$553,13612,281Added
16Fingerlakes Wealth Management, Inc.$541,02611,784Added
17CWC Advisors, LLC.$459,48710,008Added
18Wealth Analytics Partners, LLC$443,4959,674Hold
19Integrated Wealth Concepts LLC$414,7849,034Added
20Mariner, LLC$371,2598,086Hold
21AQR CAPITAL MANAGEMENT LLC$348,9457,600Hold
22Wealthcare Advisory Partners LLC$295,8696,444Hold
23UNITED CAPITAL FINANCIAL ADVISORS, LLC$288,1306,293Trimmed
24MATHER GROUP, LLC.$270,8915,900Added
25Monument Group Wealth Advisors, LLC$264,0061,089Trimmed

Source: SEC Form 13F filings · as of 2026-06-30