Who Owns ISHARES TR (SUSC)? -- Institutional Holders (2026-06-30)
326 institutions reported holding $1.13B of ISHARES TR (SUSC) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($166.7M), Wealthfront Advisers LLC ($103.7M), JPMORGAN CHASE & CO ($101.7M), UBS Group AG ($75.7M), LPL Financial LLC ($63.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $166.7M | 7.2M | Trimmed |
| 2 | Wealthfront Advisers LLC | $103.7M | 4.5M | Added |
| 3 | JPMORGAN CHASE & CO | $101.7M | 4.4M | Trimmed |
| 4 | UBS Group AG | $75.7M | 3.3M | Added |
| 5 | LPL Financial LLC | $63.1M | 2.7M | Trimmed |
| 6 | Betterment LLC | $39.4M | 1.7M | Added |
| 7 | AMERIPRISE FINANCIAL INC | $37.6M | 1.6M | Added |
| 8 | Envestnet Portfolio Solutions, Inc. | $36.0M | 1.6M | Trimmed |
| 9 | Creative Planning | $31.6M | 1.4M | Added |
| 10 | FMR LLC | $25.6M | 1.1M | Added |
| 11 | Acorns Advisers, LLC | $25.3M | 1.1M | Added |
| 12 | Fisher Asset Management, LLC | $20.3M | 877,984 | Added |
| 13 | MORGAN STANLEY | $19.9M | 860,284 | Trimmed |
| 14 | Cetera Investment Advisers | $17.5M | 754,331 | Trimmed |
| 15 | IMPACTfolio, LLC | $14.3M | 617,579 | Added |
| 16 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $13.2M | 571,391 | Trimmed |
| 17 | PARK AVENUE SECURITIES LLC | $12.4M | 536,959 | Trimmed |
| 18 | WELLS FARGO & COMPANY/MN | $11.9M | 515,182 | Added |
| 19 | BANK OF AMERICA CORP /DE/ | $9.4M | 404,070 | Added |
| 20 | MML INVESTORS SERVICES, LLC | $9.2M | 396,953 | Trimmed |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | $8.7M | 377,815 | Added |
| 22 | Bank of New York Mellon Corp | $8.5M | 366,146 | Trimmed |
| 23 | ASSETMARK, INC | $7.3M | 314,795 | Trimmed |
| 24 | Royal Bank of Canada | $6.9M | 296,316 | Trimmed |
| 25 | One Wealth Advisors, LLC | $6.8M | 294,788 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30