Who Owns ISHARES TR (ILTB)? -- Institutional Holders (2026-03-31)
97 institutions reported holding $352.1M of ISHARES TR (ILTB) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($106.1M), AE Wealth Management LLC ($63.8M), AMERIPRISE FINANCIAL INC ($26.5M), Focus Financial Network, Inc. ($12.4M), RETIREMITTEN FINANCIAL LLC ($12.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $106.1M | 2.2M | Added |
| 2 | AE Wealth Management LLC | $63.8M | 1.3M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $26.5M | 541,061 | Added |
| 4 | Focus Financial Network, Inc. | $12.4M | 254,176 | Added |
| 5 | RETIREMITTEN FINANCIAL LLC | $12.4M | 253,473 | New |
| 6 | Cedar Mountain Advisors, LLC | $11.9M | 243,947 | Added |
| 7 | BlackRock, Inc. | $10.1M | 205,417 | Added |
| 8 | Verde Capital Management | $8.6M | 174,574 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $8.4M | 171,250 | Trimmed |
| 10 | UBS Group AG | $8.3M | 170,277 | Trimmed |
| 11 | LPL Financial LLC | $6.5M | 133,533 | Added |
| 12 | MORGAN STANLEY | $6.0M | 122,798 | Trimmed |
| 13 | ETF Portfolio Partners, Inc. | $5.1M | 105,011 | Trimmed |
| 14 | Arkadios Wealth Advisors | $4.5M | 91,731 | Added |
| 15 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4.1M | 83,439 | Trimmed |
| 16 | Cetera Investment Advisers | $4.0M | 82,465 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 76,487 | Trimmed |
| 18 | CreativeOne Wealth, LLC | $3.5M | 71,940 | Added |
| 19 | KEYBANK NATIONAL ASSOCIATION/OH | $3.3M | 68,357 | Hold |
| 20 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $3.2M | 65,719 | Added |
| 21 | JONES FINANCIAL COMPANIES LLLP | $2.7M | 55,990 | Added |
| 22 | RAYMOND JAMES FINANCIAL INC | $2.4M | 49,505 | Trimmed |
| 23 | Wealthfront Advisers LLC | $2.3M | 47,846 | Added |
| 24 | Independent Wealth Network Inc. | $2.3M | 46,858 | Trimmed |
| 25 | Equitable Holdings, Inc. | $1.9M | 38,924 | Added |
Source: SEC Form 13F filings · as of 2026-03-31