Who Owns ISHARES TR (IUSG)? -- Institutional Holders (2026-03-31)
928 institutions reported holding $20.63B of ISHARES TR (IUSG) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($8.19B), MORGAN STANLEY ($2.26B), LPL Financial LLC ($2.23B), JONES FINANCIAL COMPANIES LLLP ($1.01B), ENVESTNET ASSET MANAGEMENT INC ($444.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $8.19B | 52.8M | Added |
| 2 | MORGAN STANLEY | $2.26B | 14.5M | Added |
| 3 | LPL Financial LLC | $2.23B | 14.4M | Added |
| 4 | JONES FINANCIAL COMPANIES LLLP | $1.01B | 6.7M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $444.9M | 2.9M | Added |
| 6 | Merit Financial Group, LLC | $303.1M | 2.0M | Added |
| 7 | Blue Trust, Inc. | $289.7M | 1.9M | Trimmed |
| 8 | JPMORGAN CHASE & CO | $234.8M | 1.6M | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $221.6M | 1.4M | Trimmed |
| 10 | UBS Group AG | $212.2M | 1.4M | Added |
| 11 | NATIXIS ADVISORS, LLC | $208.8M | 1.3M | Added |
| 12 | Royal Bank of Canada | $189.3M | 1.2M | Added |
| 13 | Kestra Investment Management, LLC | $175.9M | 1.1M | Added |
| 14 | WELLS FARGO & COMPANY/MN | $175.6M | 1.1M | Trimmed |
| 15 | PNC Financial Services Group, Inc. | $172.8M | 1.1M | Added |
| 16 | Facet Wealth, Inc. | $126.3M | 813,996 | Added |
| 17 | BENJAMIN EDWARDS INC | $122.1M | 787,337 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $120.5M | 776,775 | Trimmed |
| 19 | FMR LLC | $108.0M | 696,328 | Added |
| 20 | Cetera Investment Advisers | $99.0M | 638,079 | Added |
| 21 | SHP Wealth Management | $77.0M | 496,636 | Added |
| 22 | BLAIR WILLIAM & CO/IL | $74.2M | 478,278 | Added |
| 23 | HighTower Advisors, LLC | $72.1M | 465,118 | Trimmed |
| 24 | CITIZENS FINANCIAL GROUP INC/RI | $69.7M | 449,559 | Trimmed |
| 25 | Corient Private Wealth LLC | $68.9M | 443,651 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31