Who Owns ISHARES TR (IJJ)? -- Institutional Holders (2026-06-30)
910 institutions reported holding $6.34B of ISHARES TR (IJJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($603.9M), MORGAN STANLEY ($589.6M), WELLS FARGO & COMPANY/MN ($519.6M), BANK OF AMERICA CORP /DE/ ($352.1M), ENVESTNET ASSET MANAGEMENT INC ($330.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FMR LLC | $603.9M | 4.1M | Trimmed |
| 2 | MORGAN STANLEY | $589.6M | 4.0M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $519.6M | 3.5M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $352.1M | 2.4M | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $330.5M | 2.2M | Added |
| 6 | UBS Group AG | $286.3M | 1.9M | Trimmed |
| 7 | PNC Financial Services Group, Inc. | $205.5M | 1.4M | Added |
| 8 | D.A. DAVIDSON & CO. | $167.3M | 1.1M | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $128.2M | 867,638 | Trimmed |
| 10 | LPL Financial LLC | $113.5M | 768,548 | Trimmed |
| 11 | Cullen/Frost Bankers, Inc. | $113.5M | 768,428 | Trimmed |
| 12 | NORTHERN TRUST CORP | $99.7M | 674,681 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $93.9M | 635,321 | Trimmed |
| 14 | Financial Engines Advisors L.L.C. | $90.0M | 609,138 | Trimmed |
| 15 | AMERIPRISE FINANCIAL INC | $89.6M | 605,746 | Added |
| 16 | Royal Bank of Canada | $80.6M | 545,411 | Trimmed |
| 17 | JPMORGAN CHASE & CO | $66.2M | 449,626 | Added |
| 18 | JONES FINANCIAL COMPANIES LLLP | $61.3M | 415,471 | Added |
| 19 | Bank of New York Mellon Corp | $59.5M | 402,922 | Trimmed |
| 20 | Baird Financial Group, Inc. | $49.4M | 334,351 | Trimmed |
| 21 | MAI Capital Management | $49.1M | 332,590 | Added |
| 22 | HighTower Advisors, LLC | $48.9M | 330,985 | Trimmed |
| 23 | Evensky & Katz LLC | $48.7M | 329,371 | Trimmed |
| 24 | MIDLAND WEALTH ADVISORS LLC | $41.1M | 278,506 | Trimmed |
| 25 | BOKF, NA | $39.8M | 269,482 | Added |
Source: SEC Form 13F filings · as of 2026-06-30