Who Owns ISHARES TR (SUB)? -- Institutional Holders (2026-06-30)
956 institutions reported holding $9.66B of ISHARES TR (SUB) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.15B), MERCER GLOBAL ADVISORS INC /ADV ($1.11B), MORGAN STANLEY ($593.8M), Bank of New York Mellon Corp ($505.3M), UBS Group AG ($328.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.15B | 10.8M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $1.11B | 10.4M | Added |
| 3 | MORGAN STANLEY | $593.8M | 5.6M | Trimmed |
| 4 | Bank of New York Mellon Corp | $505.3M | 4.7M | Trimmed |
| 5 | UBS Group AG | $328.3M | 3.1M | Added |
| 6 | Creative Planning | $314.6M | 3.0M | Added |
| 7 | SEI INVESTMENTS CO | $314.2M | 3.0M | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $165.2M | 1.6M | Added |
| 9 | CITIGROUP INC | $163.1M | 1.5M | Added |
| 10 | CAPTRUST FINANCIAL ADVISORS | $147.9M | 1.4M | Added |
| 11 | FRANKLIN RESOURCES INC | $130.4M | 1.2M | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $121.3M | 1.1M | Added |
| 13 | LPL Financial LLC | $109.1M | 1.0M | Trimmed |
| 14 | GOLDMAN SACHS GROUP INC | $101.5M | 953,664 | Added |
| 15 | Robinhood Asset Management, LLC | $96.0M | 901,267 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $91.2M | 856,767 | Trimmed |
| 17 | Mariner, LLC | $90.6M | 850,660 | Trimmed |
| 18 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $86.6M | 813,111 | Trimmed |
| 19 | Focus Partners Wealth | $80.0M | 751,428 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $79.1M | 742,589 | Added |
| 21 | Salomon & Ludwin, LLC | $77.3M | 726,711 | Added |
| 22 | NISA INVESTMENT ADVISORS, LLC | $71.9M | 675,290 | Trimmed |
| 23 | BANK OF MONTREAL /CAN/ | $66.5M | 624,527 | Trimmed |
| 24 | Royal Bank of Canada | $62.9M | 590,539 | Added |
| 25 | JPMORGAN CHASE & CO | $60.4M | 567,623 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30