Who Owns ISHARES TR (IRBO)? -- Institutional Holders (2026-06-30)

217 institutions reported holding $224.0M of ISHARES TR (IRBO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Private Advisor Group, LLC ($11.3M), ENVESTNET ASSET MANAGEMENT INC ($10.6M), CX Institutional ($8.6M), ALEXANDER LABRUNERIE & CO., INC. ($7.9M), McNaughton Wealth Management, LLC ($7.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Private Advisor Group, LLC$11.3M148,904Added
2ENVESTNET ASSET MANAGEMENT INC$10.6M139,001Added
3CX Institutional$8.6M112,651Trimmed
4ALEXANDER LABRUNERIE & CO., INC.$7.9M103,526Trimmed
5McNaughton Wealth Management, LLC$7.8M102,549Trimmed
6Wealthcare Advisory Partners LLC$7.4M97,731Trimmed
7BostonPremier Wealth LLC$7.4M96,515Added
8Cambridge Investment Research Advisors, Inc.$7.1M93,622Added
9COMMONWEALTH EQUITY SERVICES, LLC$7.0M91,745Added
10CORA CAPITAL ADVISORS LLC$6.9M91,115Added
11Invera Wealth Advisors, LLC$6.2M80,892Added
12Kestra Advisory Services, LLC$5.7M75,302Trimmed
13LRI Investments, LLC$5.4M70,872Trimmed
14INDEPENDENT FINANCIAL GROUP, LLC$5.3M69,594Added
15Wealth Management Partners, LLC$5.0M65,555Added
16Intrua Financial, LLC$4.5M58,809Added
17Avestar Capital, LLC$3.5M45,600Hold
18CITIGROUP INC$3.3M43,531Trimmed
19Opus Capital Group, LLC$3.3M43,052Added
20Ardent Capital Management, Inc.$3.1M40,567Trimmed
21Spire Wealth Management$2.9M38,144Added
22Gemmer Asset Management LLC$2.8M36,462Added
23Belvedere Trading LLC$2.7M35,454New
24CASCADE INVESTMENT GROUP, INC.$2.6M34,459Trimmed
25STEPHEN J. GARRY & ASSOCIATES, LLC$2.6M34,114Trimmed

Source: SEC Form 13F filings · as of 2026-06-30