Who Owns ISHARES TR (GBF)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $17.8M of ISHARES TR (GBF) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($3.0M), KELLY FINANCIAL GROUP LLC ($2.9M), KEYBANK NATIONAL ASSOCIATION/OH ($2.7M), WESBANCO BANK INC ($1.5M), Beirne Wealth Consulting Services, LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 28,832 | Trimmed |
| 2 | KELLY FINANCIAL GROUP LLC | $2.9M | 28,342 | Added |
| 3 | KEYBANK NATIONAL ASSOCIATION/OH | $2.7M | 26,026 | Trimmed |
| 4 | WESBANCO BANK INC | $1.5M | 14,503 | Added |
| 5 | Beirne Wealth Consulting Services, LLC | $1.5M | 14,469 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 10,024 | Trimmed |
| 7 | Ascent Group, LLC | $694,914 | 6,693 | New |
| 8 | COLTON GROOME FINANCIAL ADVISORS, LLC | $659,613 | 6,353 | Added |
| 9 | DAVENPORT & Co LLC | $476,612 | 4,590 | Added |
| 10 | WorthPointe, LLC | $473,458 | 4,560 | Trimmed |
| 11 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $412,193 | 3,970 | Hold |
| 12 | TRUIST FINANCIAL CORP | $383,616 | 3,695 | Added |
| 13 | TSA Wealth Managment LLC | $333,077 | 3,208 | Trimmed |
| 14 | Procyon Advisors, LLC | $316,465 | 3,048 | Trimmed |
| 15 | 5T Wealth, LLC | $299,590 | 2,885 | Trimmed |
| 16 | KICKSTAND VENTURES, LLC. | $225,201 | 2,169 | Trimmed |
| 17 | Shared Vision Wealth Group LLC | $217,621 | 2,096 | Hold |
| 18 | Farther Finance Advisors, LLC | $216,168 | 2,082 | Added |
| 19 | BRYN MAWR TRUST Co | $175,468 | 1,690 | Hold |
| 20 | ASSETMARK, INC | $123,554 | 1,190 | Trimmed |
| 21 | Ashton Thomas Private Wealth, LLC | $99,155 | 955 | Added |
| 22 | FIRST UNITED BANK & TRUST | $35,301 | 340 | Trimmed |
| 23 | CoreCap Advisors, LLC | $11,629 | 112 | Hold |
| 24 | AE Wealth Management LLC | $934 | 9 | Trimmed |
| 25 | First National Trust Co | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30