Who Owns ISHARES TR (IOO)? -- Institutional Holders (2026-03-31)
382 institutions reported holding $5.66B of ISHARES TR (IOO) in SEC 13F filings for 2026-03-31. Largest institutional holders: BlackRock, Inc. ($3.47B), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($338.9M), Annex Advisory Services, LLC ($153.9M), LPL Financial LLC ($149.5M), MORGAN STANLEY ($129.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BlackRock, Inc. | $3.47B | 28.7M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $338.9M | 2.8M | Added |
| 3 | Annex Advisory Services, LLC | $153.9M | 1.3M | Trimmed |
| 4 | LPL Financial LLC | $149.5M | 1.2M | Added |
| 5 | MORGAN STANLEY | $129.6M | 1.1M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $116.1M | 959,444 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $78.7M | 650,699 | Added |
| 8 | STEPHENS INC /AR/ | $63.9M | 528,198 | Added |
| 9 | UBS Group AG | $51.7M | 427,576 | Trimmed |
| 10 | Royal Bank of Canada | $47.0M | 388,533 | Trimmed |
| 11 | Cetera Investment Advisers | $43.5M | 359,958 | Added |
| 12 | AMERIPRISE FINANCIAL INC | $38.8M | 320,961 | Trimmed |
| 13 | WELLS FARGO & COMPANY/MN | $38.4M | 317,630 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $37.7M | 312,031 | Added |
| 15 | Amplius Wealth Advisors, LLC | $37.5M | 309,853 | Trimmed |
| 16 | Modern Wealth Management, LLC | $36.7M | 300,479 | Added |
| 17 | Empowered Funds, LLC | $33.1M | 274,000 | New |
| 18 | MATHER GROUP, LLC. | $30.6M | 252,844 | Added |
| 19 | OSAIC HOLDINGS, INC. | $25.2M | 208,080 | Added |
| 20 | Twelve Points Wealth Management LLC | $24.3M | 201,180 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $22.2M | 183,518 | Trimmed |
| 22 | CITIGROUP INC | $19.6M | 162,295 | Added |
| 23 | One Capital Management, LLC | $19.4M | 160,624 | Added |
| 24 | SCOTIA CAPITAL INC. | $19.4M | 160,053 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $18.4M | 151,733 | Added |
Source: SEC Form 13F filings · as of 2026-03-31