Who Owns ISHARES TR (OEF)? -- Institutional Holders (2026-06-30)
1,073 institutions reported holding $12.63B of ISHARES TR (OEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.53B), FIFTH THIRD BANCORP ($939.8M), JONES FINANCIAL COMPANIES LLLP ($851.7M), MORGAN STANLEY ($672.5M), JPMORGAN CHASE & CO ($583.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.53B | 6.9M | Trimmed |
| 2 | FIFTH THIRD BANCORP | $939.8M | 2.6M | Trimmed |
| 3 | JONES FINANCIAL COMPANIES LLLP | $851.7M | 2.4M | Added |
| 4 | MORGAN STANLEY | $672.5M | 1.8M | Added |
| 5 | JPMORGAN CHASE & CO | $583.9M | 1.6M | Trimmed |
| 6 | GOLDMAN SACHS GROUP INC | $414.1M | 1.1M | Added |
| 7 | LPL Financial LLC | $369.8M | 1.0M | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $301.3M | 823,462 | Trimmed |
| 9 | Cresset Asset Management, LLC | $291.3M | 796,223 | Added |
| 10 | UBS Group AG | $241.7M | 660,714 | Trimmed |
| 11 | IEQ CAPITAL, LLC | $226.6M | 619,212 | Trimmed |
| 12 | PNC Financial Services Group, Inc. | $157.7M | 431,143 | Trimmed |
| 13 | Focus Partners Wealth | $157.1M | 429,435 | Trimmed |
| 14 | MAI Capital Management | $150.6M | 411,508 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $142.6M | 389,664 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $116.1M | 317,295 | Trimmed |
| 17 | SNS Financial Group, LLC | $110.3M | 301,503 | Added |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $107.2M | 293,013 | Added |
| 19 | AMERIPRISE FINANCIAL INC | $97.5M | 266,483 | Trimmed |
| 20 | CM WEALTH ADVISORS LLC | $88.0M | 240,621 | Trimmed |
| 21 | TWO SIGMA INVESTMENTS, LP | $79.0M | 216,020 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $68.8M | 188,118 | Trimmed |
| 23 | AQR CAPITAL MANAGEMENT LLC | $68.8M | 188,022 | Added |
| 24 | BANK OF MONTREAL /CAN/ | $64.7M | 176,845 | Trimmed |
| 25 | Beacon Pointe Advisors, LLC | $63.5M | 173,639 | Added |
Source: SEC Form 13F filings · as of 2026-06-30