Who Owns ISHARES TR (OEF)? -- Institutional Holders (2026-03-31)
1,157 institutions reported holding $11.75B of ISHARES TR (OEF) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.21B), FIFTH THIRD BANCORP ($821.5M), JONES FINANCIAL COMPANIES LLLP ($672.3M), JPMORGAN CHASE & CO ($509.9M), MORGAN STANLEY ($408.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.21B | 6.9M | Trimmed |
| 2 | FIFTH THIRD BANCORP | $821.5M | 2.6M | Added |
| 3 | JONES FINANCIAL COMPANIES LLLP | $672.3M | 2.2M | Trimmed |
| 4 | JPMORGAN CHASE & CO | $509.9M | 1.7M | Trimmed |
| 5 | MORGAN STANLEY | $408.0M | 1.3M | Trimmed |
| 6 | LPL Financial LLC | $386.0M | 1.2M | Trimmed |
| 7 | GOLDMAN SACHS GROUP INC | $359.0M | 1.1M | Added |
| 8 | Focus Partners Wealth | $330.8M | 1.0M | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $271.3M | 853,087 | Trimmed |
| 10 | TWO SIGMA INVESTMENTS, LP | $254.0M | 798,500 | Added |
| 11 | Cresset Asset Management, LLC | $251.9M | 791,923 | Trimmed |
| 12 | IEQ CAPITAL, LLC | $227.6M | 715,414 | Added |
| 13 | UBS Group AG | $219.3M | 689,493 | Trimmed |
| 14 | Polar Asset Management Partners Inc. | $202.4M | 1.7M | New |
| 15 | PNC Financial Services Group, Inc. | $140.5M | 441,595 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $134.0M | 421,339 | Trimmed |
| 17 | EVOKE WEALTH, LLC | $128.8M | 404,867 | Trimmed |
| 18 | AMERIPRISE FINANCIAL INC | $122.7M | 366,926 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $110.9M | 348,748 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $87.7M | 275,763 | Trimmed |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $86.7M | 272,496 | Trimmed |
| 22 | CM WEALTH ADVISORS LLC | $76.9M | 241,705 | Trimmed |
| 23 | Royal Bank of Canada | $72.1M | 226,754 | Trimmed |
| 24 | SNS Financial Group, LLC | $70.5M | 221,694 | Added |
| 25 | BANK OF MONTREAL /CAN/ | $56.4M | 177,232 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31