Who Owns ISHARES TR (IUSG)? -- Institutional Holders (2026-06-30)
970 institutions reported holding $25.64B of ISHARES TR (IUSG) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($10.07B), MORGAN STANLEY ($2.75B), LPL Financial LLC ($2.75B), JONES FINANCIAL COMPANIES LLLP ($1.24B), ENVESTNET ASSET MANAGEMENT INC ($595.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $10.07B | 53.5M | Added |
| 2 | MORGAN STANLEY | $2.75B | 14.6M | Added |
| 3 | LPL Financial LLC | $2.75B | 14.6M | Added |
| 4 | JONES FINANCIAL COMPANIES LLLP | $1.24B | 6.8M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $595.5M | 3.2M | Added |
| 6 | Merit Financial Group, LLC | $393.6M | 2.1M | Added |
| 7 | Blue Trust, Inc. | $355.2M | 1.9M | Added |
| 8 | JPMORGAN CHASE & CO | $284.7M | 1.5M | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $277.7M | 1.5M | Added |
| 10 | HighTower Advisors, LLC | $275.7M | 1.5M | Added |
| 11 | UBS Group AG | $245.9M | 1.3M | Trimmed |
| 12 | NATIXIS ADVISORS, LLC | $235.0M | 1.2M | Trimmed |
| 13 | Royal Bank of Canada | $234.6M | 1.2M | Added |
| 14 | PNC Financial Services Group, Inc. | $229.7M | 1.2M | Added |
| 15 | WELLS FARGO & COMPANY/MN | $212.7M | 1.1M | Trimmed |
| 16 | Kestra Investment Management, LLC | $207.7M | 1.3M | Added |
| 17 | Facet Wealth, Inc. | $166.4M | 884,912 | Added |
| 18 | BENJAMIN EDWARDS INC | $155.3M | 825,427 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $152.3M | 809,815 | Added |
| 20 | FMR LLC | $131.2M | 697,287 | Added |
| 21 | Cetera Investment Advisers | $123.6M | 657,270 | Added |
| 22 | BLAIR WILLIAM & CO/IL | $94.3M | 501,346 | Added |
| 23 | SHP Wealth Management | $94.1M | 500,298 | Added |
| 24 | Corient Private Wealth LLC | $93.1M | 494,825 | Added |
| 25 | AMERIPRISE FINANCIAL INC | $90.4M | 480,739 | Added |
Source: SEC Form 13F filings · as of 2026-06-30