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

464 institutions reported holding $3.29B of ISHARES TR (USRT) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRICE T ROWE ASSOCIATES INC /MD/ ($319.1M), BlackRock, Inc. ($306.1M), US BANCORP \DE\ ($185.7M), BANK OF AMERICA CORP /DE/ ($147.2M), GLENMEDE TRUST CO NA ($128.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1PRICE T ROWE ASSOCIATES INC /MD/$319.1M4.8MNew
2BlackRock, Inc.$306.1M4.6MAdded
3US BANCORP \DE\$185.7M2.8MTrimmed
4BANK OF AMERICA CORP /DE/$147.2M2.2MAdded
5GLENMEDE TRUST CO NA$128.8M1.9MTrimmed
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$127.5M1.9MAdded
7LPL Financial LLC$116.8M1.8MAdded
8Trust Co of Tennessee$79.4M1.2MTrimmed
9Savant Capital, LLC$63.2M950,667Trimmed
10Cerity Partners LLC$62.5M940,273Added
11Rakuten Investment Management, Inc.$56.9M841,781Trimmed
12MORGAN STANLEY$56.6M852,214Trimmed
13Apollon Wealth Management, LLC$55.9M841,122Added
14Disciplina Capital Management LLC$52.0M782,526Trimmed
15FIFTH THIRD BANCORP$51.6M776,678Trimmed
16Prime Capital Investment Advisors, LLC$51.4M773,229Trimmed
17Fi3 FINANCIAL ADVISORS, LLC$46.2M311,720Added
18Blueprint Investment Partners LLC$42.9M646,149Added
19MISSION WEALTH MANAGEMENT, LP$41.9M630,453Added
20Corient Private Wealth LLC$39.4M592,432Trimmed
21HighTower Advisors, LLC$38.3M576,946Added
22Rodgers & Associates, LTD$26.7M401,892Added
23Charles Schwab Trust Co$26.1M392,426Trimmed
24SMI Advisory Services, LLC$25.3M377,626New
25NEUBERGER BERMAN GROUP LLC$25.0M376,313Added

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