5 institutions reported holding $2.2M of ISHARES TR (IBRN) in SEC 13F filings for 2026-03-31. Largest institutional holders: BlackRock, Inc. ($1.5M), Steward Partners Investment Advisory, LLC ($707,267), CWM, LLC ($5,372), UBS Group AG ($2,208), OSAIC HOLDINGS, INC. ($98). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.5M | 46,000 | Trimmed |
| 2 | Steward Partners Investment Advisory, LLC | $707,267 | 21,459 | New |
| 3 | CWM, LLC | $5,372 | 163 | Hold |
| 4 | UBS Group AG | $2,208 | 67 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $98 | 3 | New |
Source: SEC Form 13F filings · as of 2026-03-31