Who Owns ISHARES TR (ISTB)? -- Institutional Holders (2026-06-30)

435 institutions reported holding $3.94B of ISHARES TR (ISTB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Acorns Advisers, LLC ($616.1M), BlackRock, Inc. ($374.2M), STATE OF WISCONSIN INVESTMENT BOARD ($267.8M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($126.7M), Sixth Street Partners Management Company, L.P. ($126.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Acorns Advisers, LLC$616.1M12.8MAdded
2BlackRock, Inc.$374.2M7.8MAdded
3STATE OF WISCONSIN INVESTMENT BOARD$267.8M5.5MAdded
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC$126.7M2.6MAdded
5Sixth Street Partners Management Company, L.P.$126.7M2.6MNew
6Triad Wealth Partners, LLC$124.7M2.6MNew
7RAYMOND JAMES FINANCIAL INC$116.8M2.4MAdded
8JONES FINANCIAL COMPANIES LLLP$99.4M2.1MAdded
9Mariner, LLC$68.0M1.4MAdded
10SPINNAKER TRUST$66.1M1.4MTrimmed
11Townsend & Associates, Inc$59.6M1.2MAdded
12CAHABA WEALTH MANAGEMENT, INC.$58.6M1.2MAdded
13LJI Wealth Management, LLC$57.8M1.2MAdded
14Seven Springs Wealth Group, LLC$55.2M1.1MTrimmed
15Financial Solutions Advisory Group, Inc.$54.0M1.1MTrimmed
16MORGAN STANLEY$54.0M1.1MAdded
17Prosperity Planning, Inc.$53.0M0Added
18TRUST POINT INC.$52.9M1.1MAdded
19Apella Capital, LLC$52.2M1.1MAdded
20UBS Group AG$47.5M983,998Added
21JPMORGAN CHASE & CO$46.7M967,738Trimmed
22BANK OF AMERICA CORP /DE/$45.4M941,481Added
23MBL Wealth, LLC$42.2M874,816Added
24LPL Financial LLC$41.1M852,550Trimmed
25BARTLETT & CO. WEALTH MANAGEMENT LLC$41.1M852,449Added

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