Who Owns ISHARES TR (IBTJ)? -- Institutional Holders (2026-03-31)
224 institutions reported holding $1.06B of ISHARES TR (IBTJ) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($73.9M), BANK OF AMERICA CORP /DE/ ($53.7M), MERCER GLOBAL ADVISORS INC /ADV ($51.0M), WELLS FARGO & COMPANY/MN ($50.0M), TRUE Private Wealth Advisors ($39.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $73.9M | 3.4M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $53.7M | 2.5M | Added |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $51.0M | 2.3M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $50.0M | 2.3M | Added |
| 5 | TRUE Private Wealth Advisors | $39.8M | 1.8M | Trimmed |
| 6 | Brookstone Capital Management | $38.2M | 1.7M | Added |
| 7 | Financial Advisory Corp | $34.3M | 1.6M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $34.3M | 1.6M | Added |
| 9 | Asset Advisors Investment Management, LLC | $27.0M | 1.2M | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $26.7M | 1.2M | Added |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26.1M | 1.2M | Added |
| 12 | HENGEHOLD CAPITAL MANAGEMENT LLC | $22.7M | 1.0M | Added |
| 13 | AMERIPRISE FINANCIAL INC | $21.7M | 994,258 | Added |
| 14 | STIFEL FINANCIAL CORP | $21.6M | 987,258 | Added |
| 15 | ATWOOD & PALMER INC | $20.6M | 944,974 | Added |
| 16 | UBS Group AG | $20.0M | 915,521 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $18.2M | 835,319 | Trimmed |
| 18 | BENJAMIN EDWARDS INC | $17.5M | 803,097 | Added |
| 19 | Journey Advisory Group, LLC | $17.4M | 797,733 | Added |
| 20 | HM PAYSON & CO | $16.9M | 771,542 | Added |
| 21 | CWM, LLC | $16.5M | 756,665 | Added |
| 22 | BlackRock, Inc. | $15.1M | 691,063 | Added |
| 23 | Denver PWM, LLC | $14.6M | 672,520 | Trimmed |
| 24 | LPL Financial LLC | $13.5M | 616,659 | Added |
| 25 | MKT Advisors LLC | $13.3M | 612,479 | Added |
Source: SEC Form 13F filings · as of 2026-03-31