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

156 institutions reported holding $570.8M of ISHARES TR (TLTW) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($57.3M), MORGAN STANLEY ($55.6M), ENVESTNET ASSET MANAGEMENT INC ($38.4M), Foguth Wealth Management, LLC. ($32.7M), LPL Financial LLC ($31.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$57.3M2.6MAdded
2MORGAN STANLEY$55.6M2.5MAdded
3ENVESTNET ASSET MANAGEMENT INC$38.4M1.7MTrimmed
4Foguth Wealth Management, LLC.$32.7M1.5MTrimmed
5LPL Financial LLC$31.8M1.4MAdded
6BlackRock, Inc.$27.3M1.2MAdded
7Cetera Investment Advisers$26.7M1.2MTrimmed
8UBS Group AG$23.2M1.0MAdded
9Quantinno Capital Management LP$18.8M842,600New
10FRANKLIN RESOURCES INC$16.8M750,457Added
11Columbus Macro, LLC$16.0M715,323Added
12RAYMOND JAMES FINANCIAL INC$10.4M464,149Added
13ASSETMARK, INC$9.3M414,923Added
14Janney Montgomery Scott LLC$9.0M403,324Added
15PINEBRIDGE INVESTMENTS LLC$9.0M401,168Trimmed
16TRAPHAGEN INVESTMENT ADVISORS LLC$7.7M345,355Added
17Royal Bank of Canada$7.7M343,490Added
18Hamilton Wealth, LLC$7.0M313,977Trimmed
19FWG Holdings, LLC$6.8M313,795Added
20IHT Wealth Management, LLC$6.7M297,695Added
21MML INVESTORS SERVICES, LLC$6.6M296,611Added
22PRINCIPAL FINANCIAL GROUP INC$6.6M296,050Added
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.6M301,496Added
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.5M288,766Added
25Quadrature Capital Ltd$5.6M249,482New

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