6 institutions reported holding $1.4M of ISHARES TR (IBRN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Steward Partners Investment Advisory, LLC ($825,331), BlackRock, Inc. ($582,395), UBS Group AG ($7,726), ASSETMARK, INC ($3,883), Institute for Wealth Management, LLC. ($3,421). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Steward Partners Investment Advisory, LLC | $825,331 | 21,257 | Trimmed |
| 2 | BlackRock, Inc. | $582,395 | 15,000 | Trimmed |
| 3 | UBS Group AG | $7,726 | 199 | Added |
| 4 | ASSETMARK, INC | $3,883 | 100 | New |
| 5 | Institute for Wealth Management, LLC. | $3,421 | 88 | New |
| 6 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30