Who Owns ISHARES TR (IBLC)? -- Institutional Holders (2026-03-31)
42 institutions reported holding $14.9M of ISHARES TR (IBLC) in SEC 13F filings for 2026-03-31. Largest institutional holders: JANE STREET GROUP, LLC ($3.4M), Financial Engines Advisors L.L.C. ($1.8M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($1.4M), GTS SECURITIES LLC ($1.0M), OSAIC HOLDINGS, INC. ($820,740). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | JANE STREET GROUP, LLC | $3.4M | 93,088 | Added |
| 2 | Financial Engines Advisors L.L.C. | $1.8M | 49,603 | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 38,322 | Trimmed |
| 4 | GTS SECURITIES LLC | $1.0M | 28,622 | Added |
| 5 | OSAIC HOLDINGS, INC. | $820,740 | 22,460 | Trimmed |
| 6 | WCG Wealth Advisors LLC | $793,076 | 21,704 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $783,125 | 21,432 | Hold |
| 8 | Steward Partners Investment Advisory, LLC | $729,684 | 19,969 | Added |
| 9 | Vise Technologies, Inc. | $657,137 | 16,063 | Hold |
| 10 | Bison Wealth, LLC | $633,840 | 12,000 | Hold |
| 11 | JAMES INVESTMENT RESEARCH, INC. | $423,426 | 11,588 | New |
| 12 | Creative Planning | $395,217 | 10,816 | Added |
| 13 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $340,114 | 9,308 | New |
| 14 | Rockefeller Capital Management L.P. | $338,325 | 9,259 | Added |
| 15 | CITADEL ADVISORS LLC | $243,722 | 6,670 | Trimmed |
| 16 | Forefront Wealth Partners, LLC | $238,257 | 6,520 | Trimmed |
| 17 | Farther Finance Advisors, LLC | $232,123 | 6,361 | Hold |
| 18 | Sound Income Strategies, LLC | $230,361 | 6,313 | Hold |
| 19 | NBC SECURITIES, INC. | $70,558 | 1,931 | Hold |
| 20 | Allianz SE | $60,145 | 1,646 | Hold |
| 21 | Glass Jacobson Investment Advisors llc | $46,177 | 1,264 | Added |
| 22 | Advisory Services Network, LLC | $35,451 | 970 | New |
| 23 | UBS Group AG | $31,425 | 860 | Added |
| 24 | HHM Wealth Advisors, LLC | $22,436 | 614 | Added |
| 25 | Provenance Wealth Advisors, LLC | $18,562 | 508 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31