Who Owns ISHARES TR (IOO)? -- Institutional Holders (2026-06-30)
409 institutions reported holding $6.35B of ISHARES TR (IOO) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($3.92B), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($383.8M), LPL Financial LLC ($172.3M), BANK OF AMERICA CORP /DE/ ($157.2M), MORGAN STANLEY ($155.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BlackRock, Inc. | $3.92B | 28.7M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $383.8M | 2.8M | Added |
| 3 | LPL Financial LLC | $172.3M | 1.3M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $157.2M | 1.2M | Added |
| 5 | MORGAN STANLEY | $155.2M | 1.1M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $90.0M | 659,212 | Added |
| 7 | STEPHENS INC /AR/ | $82.6M | 604,847 | Added |
| 8 | UBS Group AG | $59.8M | 438,040 | Added |
| 9 | Royal Bank of Canada | $56.8M | 416,132 | Added |
| 10 | ASSETMARK, INC | $55.8M | 408,367 | Added |
| 11 | Cetera Investment Advisers | $47.1M | 344,984 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $46.3M | 338,608 | Added |
| 13 | Amplius Wealth Advisors, LLC | $41.8M | 305,892 | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $40.7M | 297,859 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $35.5M | 260,139 | Added |
| 16 | MATHER GROUP, LLC. | $33.7M | 246,365 | Trimmed |
| 17 | AMERIPRISE FINANCIAL INC | $33.4M | 244,770 | Trimmed |
| 18 | Twelve Points Wealth Management LLC | $32.5M | 237,840 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $28.4M | 207,851 | Added |
| 20 | JANE STREET GROUP, LLC | $25.9M | 189,696 | Added |
| 21 | Modern Wealth Management, LLC | $22.2M | 162,393 | Trimmed |
| 22 | SCOTIA CAPITAL INC. | $22.1M | 161,522 | Added |
| 23 | CITIGROUP INC | $21.7M | 158,522 | Trimmed |
| 24 | Asset Allocation Strategies LLC | $20.1M | 146,999 | Added |
| 25 | JONES FINANCIAL COMPANIES LLLP | $19.8M | 148,109 | Added |
Source: SEC Form 13F filings · as of 2026-06-30