Who Owns ISHARES TR (IUSB)? -- Institutional Holders (2026-06-30)
502 institutions reported holding $14.13B of ISHARES TR (IUSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($8.31B), Envestnet Portfolio Solutions, Inc. ($781.7M), PARK AVENUE SECURITIES LLC ($596.0M), SigFig Wealth Management, LLC ($254.9M), GeoWealth Management, LLC ($221.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $8.31B | 180.0M | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | $781.7M | 16.9M | Added |
| 3 | PARK AVENUE SECURITIES LLC | $596.0M | 12.9M | Added |
| 4 | SigFig Wealth Management, LLC | $254.9M | 5.5M | Added |
| 5 | GeoWealth Management, LLC | $221.0M | 4.8M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $189.6M | 4.1M | Added |
| 7 | Savvy Advisors, Inc. | $177.3M | 3.8M | Added |
| 8 | JB Capital LLC | $162.4M | 3.5M | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $148.0M | 3.2M | Added |
| 10 | Mason & Associates, LLC | $136.0M | 2.9M | Added |
| 11 | Farther Finance Advisors, LLC | $119.8M | 2.6M | Added |
| 12 | TRUIST FINANCIAL CORP | $106.6M | 2.3M | Added |
| 13 | Symmetry Partners, LLC | $102.6M | 2.2M | Trimmed |
| 14 | ASSETMARK, INC | $99.8M | 2.2M | Added |
| 15 | Baker Avenue Asset Management, LP | $72.0M | 1.6M | Added |
| 16 | Affinity Capital Advisors, LLC | $66.1M | 1.4M | Added |
| 17 | Atria Investments, Inc | $63.7M | 1.4M | Added |
| 18 | SteelPeak Wealth, LLC | $63.5M | 1.4M | Added |
| 19 | Apella Capital, LLC | $63.3M | 1.4M | Added |
| 20 | Kestra Advisory Services, LLC | $62.5M | 1.4M | Added |
| 21 | Sharkey, Howes & Javer | $55.4M | 1.2M | Added |
| 22 | MGO ONE SEVEN LLC | $55.4M | 1.2M | Added |
| 23 | INTEGRITY ALLIANCE, LLC. | $53.6M | 1.2M | Added |
| 24 | Avidian Wealth Enterprises, LLC | $52.9M | 1.1M | Added |
| 25 | Stash Investments, LLC | $51.1M | 1.1M | Added |
Source: SEC Form 13F filings · as of 2026-06-30