Who Owns ISHARES TR (ITOT)? -- Institutional Holders (2026-06-30)
1,046 institutions reported holding $11.23B of ISHARES TR (ITOT) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($686.3M), Blue Trust, Inc. ($672.0M), SigFig Wealth Management, LLC ($663.7M), Ballentine Partners, LLC ($517.4M), Auto-Owners Insurance Co ($499.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $686.3M | 4.2M | Trimmed |
| 2 | Blue Trust, Inc. | $672.0M | 4.1M | Added |
| 3 | SigFig Wealth Management, LLC | $663.7M | 4.1M | Added |
| 4 | Ballentine Partners, LLC | $517.4M | 3.1M | Trimmed |
| 5 | Auto-Owners Insurance Co | $499.0M | 3.0M | Trimmed |
| 6 | SENTINEL TRUST CO LBA | $292.0M | 1.8M | Trimmed |
| 7 | Evensky & Katz LLC | $262.2M | 1.6M | Added |
| 8 | Provenance Wealth Advisors, LLC | $245.5M | 1.5M | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $222.3M | 1.4M | Added |
| 10 | Cisco Systems, Inc. | $213.1M | 1.3M | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $211.7M | 1.3M | Trimmed |
| 12 | Zhang Financial LLC | $204.8M | 1.2M | Added |
| 13 | Goldstein Advisors, LLC | $204.6M | 1.2M | Added |
| 14 | LJI Wealth Management, LLC | $194.5M | 1.2M | Trimmed |
| 15 | Constellation Investments, Inc. | $182.0M | 1.1M | Hold |
| 16 | Tanager Wealth Management LLP | $180.8M | 1.1M | Trimmed |
| 17 | Mesirow Financial Investment Management, Inc. | $176.9M | 1.1M | Added |
| 18 | Winthrop Advisory Group LLC | $168.5M | 1.0M | Added |
| 19 | HB Wealth Management, LLC | $164.0M | 998,509 | Trimmed |
| 20 | Facet Wealth, Inc. | $125.4M | 763,136 | Trimmed |
| 21 | True Link Financial Advisors, LLC | $115.6M | 703,778 | Trimmed |
| 22 | Rock Creek Group, LP | $111.1M | 676,034 | Trimmed |
| 23 | Johnson Bixby & Associates, LLC | $96.7M | 588,632 | Added |
| 24 | CORRECT CAPITAL WEALTH MANAGEMENT | $89.7M | 546,145 | Added |
| 25 | Friday Financial | $85.9M | 523,396 | Added |
Source: SEC Form 13F filings · as of 2026-06-30