Who Owns ISHARES TR (ILTB)? -- Institutional Holders (2026-06-30)
102 institutions reported holding $377.3M of ISHARES TR (ILTB) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($121.4M), AE Wealth Management LLC ($71.1M), RETIREMITTEN FINANCIAL LLC ($13.8M), Arkadios Wealth Advisors ($12.2M), Cedar Mountain Advisors, LLC ($12.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $121.4M | 2.5M | Added |
| 2 | AE Wealth Management LLC | $71.1M | 1.4M | Added |
| 3 | RETIREMITTEN FINANCIAL LLC | $13.8M | 280,658 | Added |
| 4 | Arkadios Wealth Advisors | $12.2M | 247,673 | Added |
| 5 | Cedar Mountain Advisors, LLC | $12.1M | 245,120 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $12.0M | 242,710 | New |
| 7 | AMERIPRISE FINANCIAL INC | $11.3M | 230,132 | Trimmed |
| 8 | BlackRock, Inc. | $10.7M | 217,279 | Added |
| 9 | UBS Group AG | $8.4M | 171,293 | Added |
| 10 | Verde Capital Management | $7.6M | 154,947 | Trimmed |
| 11 | WELLS FARGO & COMPANY/MN | $7.5M | 151,963 | Trimmed |
| 12 | HighPoint Advisor Group LLC | $7.4M | 149,612 | New |
| 13 | MORGAN STANLEY | $6.2M | 126,550 | Added |
| 14 | LPL Financial LLC | $6.1M | 123,830 | Trimmed |
| 15 | ETF Portfolio Partners, Inc. | $5.4M | 110,478 | Added |
| 16 | Cetera Investment Advisers | $4.4M | 88,620 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 85,430 | Added |
| 18 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3.8M | 77,588 | Trimmed |
| 19 | CreativeOne Wealth, LLC | $3.7M | 75,082 | Added |
| 20 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $3.4M | 68,757 | Added |
| 21 | KEYBANK NATIONAL ASSOCIATION/OH | $3.4M | 68,357 | Hold |
| 22 | JONES FINANCIAL COMPANIES LLLP | $3.3M | 66,413 | Added |
| 23 | RAYMOND JAMES FINANCIAL INC | $2.5M | 50,619 | Added |
| 24 | Independent Wealth Network Inc. | $2.3M | 47,187 | Added |
| 25 | Sound Income Strategies, LLC | $2.3M | 46,637 | Added |
Source: SEC Form 13F filings · as of 2026-06-30