Who Owns ISHARES TR (IGRO)? -- Institutional Holders (2026-06-30)
243 institutions reported holding $819.1M of ISHARES TR (IGRO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($73.5M), BANK OF AMERICA CORP /DE/ ($68.1M), OSAIC HOLDINGS, INC. ($55.1M), RAYMOND JAMES FINANCIAL INC ($42.9M), LPL Financial LLC ($42.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $73.5M | 835,440 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $68.1M | 774,943 | Added |
| 3 | OSAIC HOLDINGS, INC. | $55.1M | 627,160 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $42.9M | 487,782 | Added |
| 5 | LPL Financial LLC | $42.5M | 483,697 | Added |
| 6 | AJ Advisors, LLC | $40.7M | 462,543 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $34.6M | 393,335 | Trimmed |
| 8 | JPMORGAN CHASE & CO | $20.1M | 227,356 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $18.9M | 215,044 | Trimmed |
| 10 | Janney Montgomery Scott LLC | $17.2M | 196,083 | Added |
| 11 | Baltimore-Washington Financial Advisors, Inc. | $17.1M | 195,039 | Added |
| 12 | Sanctuary Advisors, LLC | $15.2M | 172,637 | Added |
| 13 | UBS Group AG | $14.3M | 163,096 | Trimmed |
| 14 | Fifth Third Securities, Inc. | $13.9M | 157,792 | Added |
| 15 | Confluence Wealth Services, Inc. | $12.5M | 141,962 | Trimmed |
| 16 | Beacon Pointe Advisors, LLC | $12.1M | 137,484 | Added |
| 17 | Rothschild Wealth LLC | $10.5M | 119,607 | Trimmed |
| 18 | Thrivent Financial for Lutherans | $10.3M | 116,883 | Trimmed |
| 19 | Cetera Investment Advisers | $9.5M | 107,530 | Added |
| 20 | JANE STREET GROUP, LLC | $9.0M | 102,283 | Trimmed |
| 21 | Royal Bank of Canada | $8.8M | 100,476 | Added |
| 22 | Lynx Investment Advisory | $8.8M | 99,813 | Added |
| 23 | MAI Capital Management | $8.7M | 99,079 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $8.3M | 94,299 | Added |
| 25 | Concord Wealth Partners | $7.9M | 90,312 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30