Who Owns ISHARES TR (IRBO)? -- Institutional Holders (2026-03-31)
351 institutions reported holding $812.5M of ISHARES TR (IRBO) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($107.0M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($64.7M), BANK OF AMERICA CORP /DE/ ($64.1M), LPL Financial LLC ($59.2M), Hancock Prospecting Pty Ltd ($49.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $107.0M | 2.3M | Trimmed |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $64.7M | 1.4M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $64.1M | 1.4M | Added |
| 4 | LPL Financial LLC | $59.2M | 1.3M | Added |
| 5 | Hancock Prospecting Pty Ltd | $49.1M | 1.1M | Hold |
| 6 | Wharton Business Group, LLC | $44.4M | 954,917 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $43.1M | 933,146 | Trimmed |
| 8 | JONES FINANCIAL COMPANIES LLLP | $22.1M | 481,076 | Added |
| 9 | BROWN ADVISORY INC | $18.1M | 388,269 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $17.8M | 381,972 | Added |
| 11 | JANE STREET GROUP, LLC | $15.8M | 339,466 | Added |
| 12 | UBS Group AG | $15.4M | 331,134 | Trimmed |
| 13 | CAPTRUST FINANCIAL ADVISORS | $11.6M | 250,150 | Added |
| 14 | HighTower Advisors, LLC | $10.7M | 229,242 | Trimmed |
| 15 | Stratos Wealth Partners, LTD. | $10.6M | 227,912 | Added |
| 16 | Stonebrook Private Inc. | $9.4M | 201,423 | Added |
| 17 | Royal Bank of Canada | $9.2M | 198,243 | Added |
| 18 | CITADEL ADVISORS LLC | $8.6M | 185,507 | Added |
| 19 | OSAIC HOLDINGS, INC. | $8.4M | 181,200 | Trimmed |
| 20 | Cetera Investment Advisers | $7.3M | 157,217 | Added |
| 21 | Mariner, LLC | $7.3M | 156,171 | Added |
| 22 | BlackRock, Inc. | $7.1M | 152,683 | Added |
| 23 | McNaughton Wealth Management, LLC | $6.1M | 131,168 | Added |
| 24 | NorthRock Partners, LLC | $6.0M | 128,549 | Trimmed |
| 25 | WELLS FARGO & COMPANY/MN | $5.5M | 117,317 | Added |
Source: SEC Form 13F filings · as of 2026-03-31