Who Owns ISHARES TR (SUSC)? -- Institutional Holders (2026-03-31)
313 institutions reported holding $1.22B of ISHARES TR (SUSC) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($229.7M), JPMORGAN CHASE & CO ($104.7M), Wealthfront Advisers LLC ($84.0M), LPL Financial LLC ($77.3M), UBS Group AG ($73.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $229.7M | 9.9M | Added |
| 2 | JPMORGAN CHASE & CO | $104.7M | 4.5M | Added |
| 3 | Wealthfront Advisers LLC | $84.0M | 3.6M | Trimmed |
| 4 | LPL Financial LLC | $77.3M | 3.3M | Added |
| 5 | UBS Group AG | $73.4M | 3.2M | Added |
| 6 | Envestnet Portfolio Solutions, Inc. | $49.9M | 2.2M | Added |
| 7 | AMERIPRISE FINANCIAL INC | $37.5M | 1.6M | Trimmed |
| 8 | Betterment LLC | $36.9M | 1.6M | Trimmed |
| 9 | Creative Planning | $30.3M | 1.3M | Added |
| 10 | FMR LLC | $24.6M | 1.1M | Added |
| 11 | Acorns Advisers, LLC | $23.8M | 1.0M | Added |
| 12 | Cetera Investment Advisers | $21.5M | 928,326 | Added |
| 13 | MORGAN STANLEY | $19.9M | 861,162 | Added |
| 14 | Fisher Asset Management, LLC | $19.3M | 832,845 | Added |
| 15 | CWM, LLC | $18.9M | 818,823 | Added |
| 16 | PARK AVENUE SECURITIES LLC | $17.2M | 741,792 | Added |
| 17 | IMPACTfolio, LLC | $14.0M | 603,397 | Added |
| 18 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $13.2M | 571,618 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $10.9M | 469,317 | Added |
| 20 | WELLS FARGO & COMPANY/MN | $10.8M | 464,978 | Added |
| 21 | Bank of New York Mellon Corp | $10.0M | 433,360 | Added |
| 22 | BANK OF AMERICA CORP /DE/ | $8.9M | 383,281 | Added |
| 23 | ASSETMARK, INC | $8.1M | 351,109 | Added |
| 24 | Royal Bank of Canada | $7.4M | 320,249 | Added |
| 25 | One Wealth Advisors, LLC | $7.4M | 318,544 | Added |
Source: SEC Form 13F filings · as of 2026-03-31